Workflow for Dummies

Exhausted man rubbing his eyes under glassesSo you can quickly tell when a delay is the client’s fault. Plus: The 12-step tax return and 8-step writeup workflows.

By Frank Stitely
The Relentless CPA

Let’s play buzzword bingo. I’ll go first: workflow.

MORE: What Goes Into a Client Project? | Tammy’s Tale of Tax Season Tardiness | Beware the Leeches and Consultants | The Value-Pricing Con Job | The 21st-Century CPA Firm | Ruthlessly Efficient Workflow Management
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Workflow is the CPA firm buzzword of the decade. Every vendor leech trying to suck the life out of your bank account drops this term, and in so doing, workflow now means everything and nothing at all. Marketers have so devalued the term that we shouldn’t be surprised that no one has an effective workflow, because no one knows what it is. Let’s flush the confusion.