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.
Firm leaders, managing partners, owners, HR managers?
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
Tactics from the project management and Lean Six Sigma worlds Hands-on lessons from “The Relentless CPA” to create ideal workflows and optimize capacity