ruthlessly efficient workflow management and the tragic tale of tammy tardy.
by frank stitely, cpa, cva
clarity practice management
tammy tardy was an average tax preparer who owned a typical 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, she put the file aside, knowing she would get to it shortly.
“ruthlessly efficient workflow management offers the chance to wring another ten years of profitability out of the 1040 market.”
of course, twenty meetings later, she had no idea what she should work on next. so she just picked up a file from her office floor and began. she felt that it didn’t matter which returns you work on when you are overworked and in a hurry. there’s a fixed amount of work to get done by april 15th, and you just jump in and do it.
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