Event Description

Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.  

Designed For

Firm leaders, managing partners, owners, HR managers?

Objectives

 Identify the meaning of effective workflow managementIdentify which workflows should be prioritized for workflow management improvementsDetermine how to optimize workflow for profitability using Lean Six Sigma principlesIdentify how to assign staff to projectsRecognize how to win the workflow battle by delighting clients with better service

Major Subjects

Tactics from the project management and Lean Six Sigma worlds Hands-on lessons from “The Relentless CPA” to create ideal workflows and optimize capacity

Prerequisites

None

Instructions

None