Winning Tax Season with Better Workflow & Capacity Management (2 hours - morning) – Webcast

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.

OSCPA has partnered with the Washington Society of CPAs for this event.

Highlights

• Workflow Management
• Lean Six Sigma Principles

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