Winning Tax Season with Better Workflow and Capacity Management WEBCAST
Highlights
Workflow management. Lean Six Sigma principles.
Prerequisites
None.
Designed For
Firm leaders, managing partners, owners, and HR managers.
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.
Preparation
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.
Leader(s):
Leader Bios
Frank Stitely, Stitely & Karstetter PLLC
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 10 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.
Non-Member Price $110.00
Member Price $95.00