{"id":46549,"date":"2015-12-15t03:59:45","date_gmt":"2015-12-15t08:59:45","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46549"},"modified":"2016-01-19t11:24:05","modified_gmt":"2016-01-19t16:24:05","slug":"46549","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/12\/15\/46549\/","title":{"rendered":"where workflow management runs off the rails"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46550\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/dollarphotoclub_20331055-424x283.jpg\" alt=\"de\" width=\"424\" height=\"283\" \/>ruthlessly efficient workflow management and the tragic tale of tammy tardy.<\/strong><\/p>\n<p><em>by frank stitely, cpa, cva<\/em><br \/>\n<em><a href=\"http:\/\/www.claritypracticemanagement.com\/\">clarity practice management<\/a><\/em><\/p>\n<p>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.<\/p>\n<blockquote><p><em>&#8220;ruthlessly efficient workflow management offers the chance to wring another ten years of profitability out of the 1040 market.&#8221;<\/em><\/p><\/blockquote>\n<p>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\u2019t matter which returns you work on when you are overworked and in a hurry. there\u2019s a fixed amount of work to get done by april 15th, and you just jump in and do it.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/15\/46549\/#more-46549\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46550\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/dollarphotoclub_20331055-424x283.jpg\" alt=\"de\" width=\"424\" height=\"283\" \/>ruthlessly efficient workflow management and the tragic tale of tammy tardy.<\/strong><\/p>\n<p><em>by frank stitely, cpa, cva<\/em><br \/>\n<em><a href=\"http:\/\/www.claritypracticemanagement.com\/\">clarity practice management<\/a><\/em><\/p>\n<p>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.<\/p>\n<blockquote>\n<p><em>&#8220;ruthlessly efficient workflow management offers the chance to wring another ten years of profitability out of the 1040 market.&#8221;<\/em><\/p>\n<\/blockquote>\n<p>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\u2019t matter which returns you work on when you are overworked and in a hurry. there\u2019s a fixed amount of work to get done by april 15th, and you just jump in and do it.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/15\/46549\/#more-46549\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1362,"featured_media":42266,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,3120,2246,2306],"tags":[],"class_list":["post-46549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-pro-member-exclusive","category-busy-season","category-tech-and-fintech","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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