Winning Tax Season with Better Workflow & Capacity Management

Winning Tax Season with Better Workflow & Capacity Management

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.

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

Designed For: Firm leaders, managing partners, owners, HR managers.

CPE Information

CPE Credits: 2 hours
Field of Study: Taxes
Level: Basic
Prerequisites: None
Delivery Method: Group Internet Based

Speaker Bio

Frank Stitely, CPA, CVA
Managing Partner
Stitely & Karsetter, CPAs

Frank Stitely is a CPA and managing partner at Stitely & Karstetter, CPAs. He is also CEO of Clarity Practice Management, a publisher of cloud-based practice management software. Frank has owned his practice for over 29 years and developed Clarity Practice Management over the previous ten years to serve the needs of both his practice and his clients. His recently published book, The Relentless CPA, can be found at CPATrendlines.com.

NOTE: Connection instructions will come directly from the Center for Accounting Transformation (C4AT). AGN covers the registration fees for these webinars as a benefit to our members. Please help us cut down on no-shows by cancelling in advance if you are no longer able to attend. Cancellation requests should be sent to aj.mangual@agn.org.

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.