Tax prep workflow Archives - Page 3 of 3 - Clarity Practice Management
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Tax prep workflow

Ruthlessly Efficient Workflow (REW) accomplishes two goals for CPA firms.  First, REW reduces turnaround time for projects and thereby increases client satisfaction.  Second, REW reduces costs by matching the right staff with the right tasks, thus increasing firm profitability.  This article deals with reducing turnaround...

Tammy Tardy was an average tax preparer, who owned  an average tax preparation firm.  Every tax season Tammy met with a hundred or so tax clients much like many of us.  Tammy managed her workload using the piles of files method.  After a client meeting,...

Hello and welcome to Clarity Practice Management!  We are 21st century practice management for your growing firm.  We serve CPA, accounting, and tax firms. We are glad you joined us. Please read the other posts here for practice management tips and our view of the future for...