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Winning Tax Season With Better Workflow Management

4.5 (213)


Clarity Practice Management, LLC

Wednesday, February 05, 2020 | 03:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

TAX SEASON is round the corner. Efficiently managing the trial balance, effectively leveraging software integration and utilizing the appropriate cloud technologies all play a critical role in streamlining your tax workflow, especially for business tax returns. 

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. More often there are situations where a 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.

Highlights of the webinar : 

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

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 core meaning of effective workflow management.
  • How to have a special focus on the workflow designing & implementation from tax season standpoint ?
  • To understand and deciding what workflows are important.
  • Learn how to optimizing workflow for profitability.
  • To learn the best practices of delighting clients with better service.
  • To learn

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bank Managers
  • Client Services Co-ordinator
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • IT Managers
  • Practice Administrators
  • QB Pro Advisor
  • Risk Managers
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • 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.