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.

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.

Highlights

Workflow Management, Lean Six Sigma Principles

Who Will Benefit

Firm leaders, managing partners, owners, HR managers

Credits