{"id":56674,"date":"2018-11-13t12:00:08","date_gmt":"2018-11-13t17:00:08","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=56674"},"modified":"2018-11-13t14:54:56","modified_gmt":"2018-11-13t19:54:56","slug":"ruthlessly-efficient-workflow-management","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/11\/13\/ruthlessly-efficient-workflow-management\/","title":{"rendered":"ruthlessly efficient workflow management"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-56675\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-424x406.jpg\" alt=\"\" width=\"424\" height=\"406\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-424x406.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-600x575.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-768x735.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-849x813.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015-24x24.jpg 24w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/little-boy-with-a-laptop-computer-addiction-concept-depositphotos_21043107_xl-2015.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/>work smarter, not harder.<\/strong><\/p>\n<p><em>by frank stitely<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\" target=\"_blank\" rel=\"noopener\">the relentless cpa<\/a><\/em><\/p>\n<p>for years, i\u2019ve written angry-man blogs flogging cpas and tax preparers for not treating their practices like businesses.<\/p>\n<blockquote><p><strong>more stitely:\u00a0<\/strong><a href=\"\/\/www.g005e.com\/2018\/09\/22\/what-the-value-pricers-get-wrong\/\">what the value-pricers get wrong<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/11\/30\/4-amusing-millennial-myths\/\">four amusing millennial myths<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/01\/27\/annual-tax-meeting-dead-clients-killed\/\">the annual tax meeting is dead. clients killed it.\u00a0<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2016\/01\/16\/3-rules-for-asking-great-tax-return-questions\/\">3 rules for asking great tax-return questions<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2015\/12\/15\/46549\/\">where workflow management runs off the rails<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2014\/06\/14\/three-ways-your-office-tech-is-ruining-your-firm\/\">three ways your office tech is ruining your firm<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2014\/06\/07\/when-value-pricing-works\/\">when value pricing works<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2014\/01\/26\/stitely-cloud\/\">the 4 dark clouds hovering over cloud accounting software<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2013\/11\/19\/value-billing-on-the-19th-hole\/\">value billing on the 19th hole<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2013\/09\/04\/the-irs-and-big-data-gone-bad\/\">the irs and big data gone bad<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2013\/06\/21\/stitely\/\">will zero data entry end your tax practice?<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2013\/06\/12\/three-trends-that-will-transform-your-tax-practice-or-eliminate-it\/\">three trends that will transform your tax practice or eliminate it<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2013\/06\/04\/a-value-billing-case-study-at-the-cpa-firm-of-value-billem-and-dunn\/\">value, billem &amp; dunn: a value billing case study<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2012\/10\/17\/how-to-make-an-extra-72000-by-working-smarter\/\">how to make an extra $72,000 by working smarter<\/a>\u00a0 |<\/p>\n<p class=\"entry-title\"><span style=\"color: #c9990a;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><\/span><\/p>\n<p class=\"entry-title\"><span style=\"color: #c9990a;\">exclusively for pro members.\u00a0<a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/11\/13\/ruthlessly-efficient-workflow-management\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>i coined the term \u201cruthlessly efficient workflow management\u201d to promote the marriage of project management and delegation.<\/p>\n<p><!--more-->these firms all saw the value of efficient project management.<\/p>\n<p>they saw the value of including clients in their workflow processes.<\/p>\n<p>they saw the value of preparing for the future.<\/p>\n<p>but i might have had better success teaching trout to sing the national anthem.<\/p>\n<p>does my failure mean i\u2019m going to be less sarcastic and mean? certainly not. as popeye said, \u201ci yam what i yam.\u201d but now, i understand why firms fail to change and improve. firm leaders are not blind or incompetent. they are trout singing the national anthem.<\/p>\n<p>they are experienced tax preparers, but they\u2019re woefully inexperienced at running efficient businesses. they got into the business to provide incredible service to clients, but now they\u2019re trout standing on the yankee stadium turf waiting to sing before the game. the cpa biz changed, and they\u2019re now\u00a0fish out of water.<\/p>\n<p>success no longer depends on dutifully data-entering w-2s and 1099s into solo workstations. turbotax killed that market. success now means managing thinning profit margins on more complex returns. success means harnessing electronic data flows in the cloud. success means providing a great client experience \u2013 maybe not on a disney world level, but certainly way above what we provided 20 years ago.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-56466 size-thumbnail\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-201x201.png\" alt=\"\" width=\"201\" height=\"201\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-201x201.png 201w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-100x100.png 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-300x300.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-24x24.png 24w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-48x48.png 48w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/10\/telberg-to-r_whelan-stitely-2-96x96.png 96w\" sizes=\"auto, (max-width: 201px) 100vw, 201px\" \/><\/p>\n<p><strong>work smarter, not harder.<\/strong><br \/>\n<em>by frank stitely<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\" target=\"_blank\" rel=\"noopener\">the relentless cpa<\/a><\/em><\/p>\n","protected":false},"author":1362,"featured_media":56675,"comment_status":"open","ping_status":"closed","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":[2327,1908,3120,3002,9],"tags":[],"class_list":["post-56674","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-innovation","category-management","category-pro-member-exclusive","category-special","category-strategy"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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