Winning Tax Season with Better Workflow & Capacity Management - Virtual Experience

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  • Date/Time
    • Dec 4, 2024
    • Sign In: 9:30am (MT)
    • Program: 10:00am - 12:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / WASCPA Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxation (2.00)
  • Prerequisites
    • None

  • Vendor
    • Washington Society of CPAs
  • Level
    • Basic
  • Fields of Study
    • Taxes
  • Message
    • Virtual Experience


Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from "The Relentless CPA" to create your ideal workflow and optimize your capacity to delight clients with better service.

Designed For

Firm leaders, managing partners, owners, HR managers


When you complete this course, you will be able to:
  • Identify the meaning of effective workflow management
  • Identify which workflows should be prioritized for workflow management improvements
  • Determine how to optimize workflow for profitability using Lean Six Sigma principles
  • Identify how to assign staff to projects
  • Recognize how to win the workflow battle by delighting clients with better service


  • Workflow Management
  • Lean Six Sigma Principles

Advanced Prep

  • Manual will be available to download in the meeting room
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
  • Register Now


    Frank Stitely

    Frank Stitely, S&K Member and Small Business Advisor, received his Bachelor's in Business Administration from Clarion University of Pennsylvania, graduating summa cum laude. He is active with the Association of Independent Certified Professional Accountants, the Maryland Society of Accountants and Tax Preparers, the Virginia Society of CPAs, and the National Association of Certified Valuation Analysts. Frank additionally volunteers with Christian Relief Services, serving on the board as the Audit Committee Chair. He and his wife have four daughters and live in Ashburn, VA. Outside of work, Frank enjoys reading, investing, racquetball, and fitness. When asked if what his wife says about him is true - that he thinks about business in the bathroom each morning - he says, "Guilty as charged, your Honor."

    Areas of Practice

    • Certified Public Accountant with 17 years tax experience
    • Certified Valuation analyst with 10 years experience in business valuation
    • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services


    • Graduated Summa Cum Laude from Clarion University
    • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

    Professional Affiliations

    • American Institute of Certified Public Accountants
    • Virginia Society of Certified Public Accountants
    • Previous President of the Association of Professional Accounting Software Consultants
    • Member of the Sage Software Small Business Certified Consultants' Steering Committee
    • Member of the National Association of Certified Valuation Analysts
    • Chair of the Audit Committee on the Board of Directors for Christian Relief Services
    • Maryland Society of Accountants
    • National Society of Tax Professionals

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