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How to Build a Capacity Plan to Predict Workloads For Tax Season

HOW TO BUILD A CAPACITY PLAN TO PREDICT WORKLOADS FOR TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With so many changes on the board from the TCJA keeping ahead in 2019 will be a real challenge.  In this webinar Susan Tinel will provide practical steps to building a detailed forecast for the busiest days and week based on the previous behavior of your clients.  Learn how you can schedule your resources most effectively, plan ahead for buying in outside help and develop contingency plans in for those unexpected disasters. 

Don't leave your tax season to chance - AccountingWEB has your back!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Susan Tinel

April 15th Taxes Inc
Enrolled Agent and CEO
susan@april15taxes.com
(619) 992-8822

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Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor and certified in QuickBooks Online; she also uses Intuit ProConnect Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll.

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Seth is a highly experienced editor and seasoned business journalist with a passion for researching and delivering useful information on what makes businesses tick. This has come in many forms, from straight news articles and features, to thought leadership and content marketing. This path has lead him to where he is now, and where he plans to head, as an industry consultant and content strategist focused primarily on the advancement and success of the accounting profession.

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AccountingWEB is the leading online community for CPAs in the United States, providing news, software tools and guidance from top industry voices. We aim to inspire the modern accountant to embrace new ideas, develop, grow, and make changes that matter.