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.
By Frank Stitely, CPA, CVA
Every year around the middle of tax season, 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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