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Hey there,
It's that time again to explore ways you can manage tax season, stay sane, and still be intentional about how you lead your firm. In this webinar, Jason Blumer discusses his top capacity management tips for this upcoming tax season.
Here's what you'll learn from this webinar:
- We'll learn how to navigate the 3 challenges to running a firm: tax season, capacity management, and being virtual.
- We'll discuss working on our processes, our calendars, and peeling work out of our roles.
- We'll discuss a process to cull clients you shouldn't even be serving.
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