{"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":"

\"de\"ruthlessly efficient workflow management and the tragic tale of tammy tardy.<\/strong><\/p>\n

by frank stitely, cpa, cva<\/em>
\nclarity practice management<\/a><\/em><\/p>\n

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

“ruthlessly efficient workflow management offers the chance to wring another ten years of profitability out of the 1040 market.”<\/em><\/p><\/blockquote>\n

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

read more →<\/a><\/p>\n