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Winning Tax Season With Better Workflow Management

4.5 (213)


Clarity Practice Management, LLC

Wednesday, April 15, 2020 | 03:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Practice Administrators
  • QB Pro Advisor
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Practitioners
  • Xero Advisor


    [no_of_record] => 213
    [average] => 4.5117




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


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.


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.


The course was actually spot on for both my personal needs and my management needs. Well managed timing and coverage of the subject. Great job Frank and myCPE.


Awesome Job ! Webinar was well managed, had great content, and nicely delivered. Good job Frank...! I liked the 1 Credit = 1 Meal program. I would surely contribute by attending more programs.


What a wealth of information presenter provided...! Subject is endless, and only experience can provide us better understanding of it is my understadning from the webinar. Good job myCPE.