Who’s Missing in Action From Your Workflow Processing System?

"E-mail no longer enhances our productivity.  It sucks the life out of us."

By Frank Stitely, CPA, CVA
Stitely and Karstetter 

Your office manager calls you in a panic.  "Fred Jones is on the phone, and he's really angry.  He said he dropped off his tax documents in late February.  Now it's early April and he still doesn't have his returns."

RELATED: How to Make an Extra $72,000 by Working Smarter

You tell her to take a message while you investigate.  You look at your project management system, assuming you have one.  You see that his return is on hold pending answers from Fred to the questions you sent him in mid-March. READ MORE →

How to Make an Extra $72,000 by Working Smarter

If you own or manage a small CPA firm, you can’t ignore effective workflow management.  If you do, you are losing money, clients, and your sanity. Here's one CPA's story.

Frank Stitely

By Frank Stitely, CPA, CVA
Stitely and Karstetter 

Every year around March 25th, the following telephone conversation happens in small CPA firms, probably yours as well.  You or one of your staff picks up the telephone to hear, “I'm calling to check on the status of my tax returns.  I dropped them off in February and haven't heard from you since.”

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