Content Provider
Clarity

Sponsored by
Tcfa
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Cpe webinars
Winning Tax Season With Better Workflow & Capacity Management

WINNING TAX SEASON WITH BETTER WORKFLOW & CAPACITY MANAGEMENT

Cost $62.50
CPE Credits 2.0 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

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

Linkedin
Clarity

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 ten 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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Tcfa
The Center for Accounting Transformation provides accounting professionals with a framework for utilizing innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed in further pursuit of innovative accounting practices that drive responsible and mindful business performance. We #EnableTransformation.