Winning Tax Season with Better Workflow & Capacity Management

Overview

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

• Workflow Management
• Lean Six Sigma Principles

Prerequisites

None

Designed For

Firm leaders, managing partners, owners, 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.