Tax Resource Management (brought to you by IRIS Practice Engine)

Description

The most challenging aspect of a Tax Department can be optimizing the utilization of its staff. The Charge Hour has been the trusted metric in this area for many years, but the administrative burden of tracking the status of returns as well as maintaining time records is driving organizations to research a more efficient process, one that will increase not only profitability but overall capacity. This session will explore strategies to accomplish optimal utilization for any given tax engagement.

Speaker: Brad Podzius
With over 15 years in the accounting industry, Brad has experience in high-volume tax preparation, full-service financial, accounting and related consulting fields. In 2009, Brad earned both an MBA and a Master of Taxation from Georgia State University while working as a Tax Accountant for a Top 100 firm in Atlanta, GA. Since joining Practice Engine in 2013, he has combined his education and work experience to provide ‘Best Practice’ solutions for CPA firms across the country.

Learning Objectives

• Understand strategies to decide how much to bill for services rendered and at what point in the process should the bill be delivered.
• Learn how to find the best possible resource to complete the work and maximize profitability.
• Understand the best ways to evaluate the performance of all involved in the project.

Major Topics
  • Determining the optimal delivery of invoices for Tax work
  • Finding the most efficient resource for a job/project
  • Evaluating performance without tracking time
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
1
Who Should Attend

Tax Department: Partners/Managers/Billers

Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Dec 16, 2021
9:00 am - 10:00 am EST
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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$ (% off)
Complimentary

NON-MEMBER


$ (% off)
$50.00
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Tax Resource Management (brought to you by IRIS Practice Engine)


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