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Effectively Managing Your Firm's Internal Operations - July 28, 2020

Start Date:7/28/2020

Start Time:2:00 PM CDT

Duration:60 minutes


Are your staff meeting expectations? Does everyone understand your firm's objectives? Are they meeting their personal goals? What issues need to be addressed urgently?

In this webinar, we'll explore management best practices that will ensure you always have the answers to these critical questions. We will outline techniques for managing your team and internal operations, sharing what everyone is working on, and setting a process for constant improvement across your team so you can focus on your most important work: Advising your clients.

Please note that Intuit Practice Management is not yet available for ProSeries customers.

Learning objectives:

  • Understanding operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings
  • Meeting management: schedule, data capture, and follow-up
  • Tracking performance with goal setting, scoring, and review (OKRs)

Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: Management Services - Technical
Recommended CPE: 1
Recommended CE: This course is not eligible for CE credit

If you're already registered for the Effectively Managing Your Firm's Internal Operations - July 28, 2020 webcast, click below:



Clayton Crouch

Product Specialist


Clayton received his Master of Business Administration from the University of North Texas. He is a Product Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.

Ian Vacin

Karbon Co-founder, Chief Customer Officer


With over 25 years of experience in technology and almost 20 years of leadership experience in the accounting industry at firms like Karbon and Intuit, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses that they serve. He was named 'Top 20 under 40' by CPA Practice Advisor (2106) and a 'Marketer That Matters' (2013) by the Wall Street Journal. Ian has MEM and MBA degrees from Northwestern University (Kellogg School of Management).

First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
QuickBooks Consulting
What tax software do you currently use?
Approximately how many returns does your firm prepare?
Customer Account Number (CAN) - If not an existing customer enter 0.
Number of Employees
Do you currently use a practice management solution?