Presented by: Jason Blumer, CPA
It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how we lead our firms. In this webinar we'll discuss some capacity management tips for those running a tax season with a virtual team (which is more difficult to do than brock and mortar!).
1. We'll learn how to navigate the 3 challenges to running a firm: tax season, capacity management, and being virtual.
2. We'll discuss working on our processes, our calendars, and peeling work out of our roles.
3. We'll discuss a process to cull clients you shouldn't even be serving.