Course Details

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Course Description

Well right from downloading bank statement of client or inputting client information into the tax software to delivering a filed tax return, firms are involved in numerous task/activities and sub-task/sub-activities and end objective is delivering quality service to their client, and more often there are situation where in lot of task/activities/step/process are wasteful, non-value, not necessary or can be clubbed, adjusted, molded, eliminated to make it better & efficient. Elimination or Corrective action to this process not only helps you in delivering better customer service but also make your firm's business more scalable and profitable.

In this webinar you will learn : 

  • How to win tax season by effectively managing workflow to maximize profitability and delight clients.
  • Learn to define workflows for various types of services such as tax returns, financial statements, and client accounting services.
  • Learn to optimize workflow using simple Lean Six Sigma concepts.
  • Learn how effective workflow goes hand in hand with effective delegation.

Recommended for any owner, partner, manager, or staff that performs tax engagements and is interested in improving the quality and efficiency of their workflow should attend this session.

Learning objectives

  • To understand the meaning of effective workflow management.
  • To learn how to have a special focus on the workflow designing & implementation from tax season standpoint .
  • To identify and decided what workflows are important.
  • To learn how to optimize workflow for profitability.
  • To learn the tips and tricks of delighting clients with better service.

About Presenter

FRANK STITELY, CPA

Advisor, Clarity Practice Management, LLC

richard@rothsteinconsulting.com

CEO of Clarity Practice Management, LLC and managing member of Stitely & Karstetter, CPAs. Speaks and present on a wide range of practice management topics including effective workflow, effective client communications, and staff collaboration. Author of "The Relentless CPA: A New 21 Century System for Driving Success at Tax and Accounting Firms. CPA practice specializes in serving small businesses and business owners in the areas of taxation, financial reporting, and business valuation.

Clarity Practice Management, LLC provides cloud-based practice management software, which combines project management, client communications,a nd staff collaboration on one platform. Clarity helps CPAs and accountants manage their practices without letting their practices manage them.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.5
(212)
62%
28%
9%
0%
0%
  • TK
    Tanja Kalajdzic
    Jan 9th 2020
    Excellent Webinar. Frank really did a fantastic job by providing step by step methodologies for workflow management. I will try to implement these strategies within my work. Alos, the material was highly relevant
CH
Cynthia Howard , CPA
I would have liked to know the correct answers to the polling questions!
PK
Phyllis Krohn , CPA
The topic was well presented and overall great information and suggestions.
TB
THOMAS BOWEN , CPA, Attorney
great program with a number of practical takeaways on how to improve your tax or accounting practice
DM
DALE Mason , CPA
The webinar provides value information on management styles, listening, and asking questions. I found asking questions to be the most valuable aspect for me personally, but the listening portion was also very fascinating.
LM
Luc Mazard
The content of the webinar was neatly planned and arranged. The presentation was wonderful. Excellent fluency on the subject as Frank covered all the relevant subjects.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Attorney Tax Practitioners Accountant Xero Advisor QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Firm Tax Director (Industry) Entrepreneurial Accountant Practice Administrators
  • Handout Material Download

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register