Winning Tax Season with Better Worklfow & Capacity Mgmt Webcast [WTXDE]
Dec 4, 2024
Time: 08:00am-10:00am
Time: 08:00am-10:00am
Subject:
Business Management/OrganizationCredit Hours:
2.00Price:
Member: $120.00
Non-member: $150.00
Discussion Leader:
Frank Stitely, CPA
more info
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.
closeWebsite registration for this course closes on December 3, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Winning Tax Season with Better Workflow & Capacity Management Webcast (WTXDE)December 4th, 2024 / 8:00 am 10:00 am Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
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.
Learning 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.
Designed For: Firm leaders, managing partners, owners, and HR managers.
CPE Credits: 2, Technical / Business Management & Organization
Level of Knowledge: Basic
Prerequisite: None
Acronym: WTXDE
Discussion Leader: Frank Stitely, CPA
