Winning Tax Season with Better Workflow & Capacity Mgmt
2:00 pm – 4:00 pm ET
2 hrs CPE/CPD in Business Management & Organization
Program Level: Basic
Note: This webinar is hosted by the Center for Accounting Transformation. AGN is sponsoring spots for our members to attend. Register here and you will receive information on how to connect to the webinar directly from the C4AT.
Win 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.
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.
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
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. | |