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Thursday, January 16, 2020 Webcast

Hot Topics: Busy-Season Benchmarks: How Does Your Firm Compare? (E2001154)

12:00 PM - 1:15 PM EST

Registration: 11:45 AM EST

webcast

Webcast

1.5 CPE Credits in MT

OVERVIEW

Want reduced stress, better work-life balance and increased productivity this busy season? This webinar will provide benchmarks and strategies for getting the most out of busy season.

DESIGNED FOR

CPAs in public practice

BENEFITS

By identifying benchmarks, your firm will be able to:
  • Reduce stress by redistributing workload
  • Increase profit by shortening lengthy aspects of return preparation
  • Increase productivity by forecasting and anticipating the need for seasonal help

HIGHLIGHTS

In this brand-new training, we’ll review 4.5M+ data points from last tax season and show you how to improve work-life balance, profitability and productivity in your next busy season. We’ll cover data points such as:

  • Average ratio of clients per team member (and if you’re overloaded, how to course correct)
  • Average time to complete a tax return (and how to do a post-tax assessment profit improvement analysis)
  • The typical spike in work between Q4 and Q1 and how you can begin to forecast for hiring or seasonal help

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

David Cristello

David Cristello

CEO

Jetpack Workflow

David Cristello is the Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application. Jetpack Workflow currently employs 19 people and is based in Pittsburgh, PA. He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing and more. The show recently surpassed 450,000 downloads. David is also the co-author of the best selling book "Double Your Accounting Firm". His work has been featured in Forbes, AccountingToday, and AccountingWeb.

Jetpack Workflow is a new NJCPA Member Benefit provider. Click here to see how they can help your firm manage deadlines and increase profitability and scalability.

PRICING

$39.00 - Member

$59.00 - Non Member

$0.00 - Season Pass

Pre-Registration Closed

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