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    Developing New Leaders

    Overview Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
    Published on March 21, 2014

    Optimizing Workflows to Improve Firm Production

    Article This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
    Published on October 28, 2013

    Taking a Lean Approach to Firm Tax Production

    Article This short article, authored by Roman H. Kepczyk, CPA.CITP, focuses on how a firm can take a lean apporach to tax production by targeting waste elimination in every aspect of the practice by requiring less effort from personnel and reducing work-in progress while still delivering quality tax returns.
    Published on October 30, 2013

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