Starter Kit - Clarity Practice Management
Accounting and Tax Practice Management
Accounting Practice Management, CPA practice management, accounting workflow, tax practice management, accounting portal, cpa portal, accounting file sharing, tax file sharing, cpa file sharing, accounting automation, cpa automation
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Workflow Management Starter Kit

Welcome to the Accountants Workflow Management Starter Kit!

 

The number one problem accountants face in implementing project management software is knowing how to get started. What is a project in an accounting firm? What information should I track for projects? What workflow steps should my projects have? How can I improve my internal workflow processes?

 

You don’t have to figure this out on your own. I have nearly 15 years of experience answering these questions for my CPA firm and for other accounting firms.

 

I put together this self-directed starter kit to get you going. Not only that, but you can ask me questions along the your journey to a better, more profitable firm.

 

With this kit, you will learn:

  1. The meaning of effective workflow management,
  2. How to decide what workflows (projects) to track,
  3. How to optimize workflow for profitability using Lean Six Sigma principles,
  4. How to assign staff to projects,
  5. How to win the workflow battle by delighting clients with better service.

 

Why are we charging for this? Because, you’ll be committed when you pay. You won’t put this off until after next tax season.

 

We have just finished two tax seasons from hell. The 2018 tax season “featured” hundreds of tax law changes. The 2019 tax season never ended. We are just a few short months from the next tax season.

 

Wouldn’t you enjoy approaching the 2020 season knowing you’ve improved your processes? There’ll be no more surprises from clients calling to ask why you aren’t done with their returns.

 

Once you’ve completed the activities in the Starter Kit, you’re ready to implement project management software in your firm. We hope you’ll choose Clarity Practice Management. But even if you don’t, you’ll be well-prepared to succeed for next tax season.

 

If you have questions along your journey, please e-mail me at fstitely@ClarityPracticeManagement.com. I love talking practice management.

 

Thanks and good luck on starting your journey!

Frank Stitely, CPA
CEO
Clarity Practice Management, LLC
“The Relentless CPA”

Request your free 30-day free trial today.