Winning Tax Season with Better Workflow & Capacity Management

Course Details

Date

Wednesday, June 18, 2025

9:30am – 11:30am
(Registration: 9:30am)

Field of Study

Business Management

Course Number

WTX1

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

IntrapriseTechKnowlogies LLC

Prerequisites

None

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.

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

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$100.00
Non-Member Fee Applicable if you are not a HSCPA member.	$125.00
Your Price	$125.00