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Winning Tax Season With Better Workflow & Capacity Management by Center for Accounting Transformation (ME22-6/22)

Member Price $63
Non-Member Price $68
If you are a member, please login to activate member pricing.

November 15 @ 1:00 pm - 3:00 pm

Event Description

Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Utilize these technique to compute your tax season capacity: Determine the number of returns that you can complete with your current staff, so that you know when to stop accepting clients OR Determine the number of returns and associated number of staff you need to achieve your firm’s growth targets or profitability goals. Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.(LIVE VIDEOCONFERENCE)  

Designed For

Firm leaders, managing partners, owners

Objectives

• Identify the meaning of effective workflow management,• Identify which workflows should be prioritized for workflow management improvements,• Describe how to optimize workflow for profitability using Lean Six Sigma principles,• Identify how to assign staff to projects, and• Recognize how to win the workflow battle by delighting clients with better service.

Major Subjects

Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.  

Prerequisites

None

Instructions

None

Details

Date:
November 15
Time:
1:00 pm - 3:00 pm
Credit:
2 Credits

Other

Credit Hours
2
Max Registrations
25
Course Type
Live Video Conference
Course Level
1