Winning Tax Season with Better Workflow & Capacity Management

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.

Highlights

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.

Objectives

Identify the meaning of effective workflow management

Identify which workflows should be prioritized for workflow management improvements

Determine how to optimize workflow for profitability using Lean Six Sigma principles

Identify how to assign staff to projects

Recognize how to win the workflow battle by delighting clients with better service

Designed For

Firm leaders, managing partners, owners, HR managers