1. Practice CS Project Management Amy McCarty Education Services

2. Objectives Understand the best way and the things to consider to setup projects Learn how to keep your project list current Understand how to quickly analyze the status of projects through reporting capabilities

3. Setup of Projects Have Tax Projects recur at some point for the new year (creating as they come in will create headaches at extension time) Use Tasks, but not too many Control who creates, deletes or changes projects and templates

4. Setup of Projects Target dates – Should always start 0 months 0 days After Received Date for tax projects – Accounting projects should be Before Due Date Templates should be set for majority and then customize at client level

5. Setup of Projects Do not create a template for all frequencies – Example: Write up is done monthly, quarterly, annually etc. Practice CS should only have a project for write up – This is for reporting and management purposes Do not create a project for everything – Use a generic project (i.e. consulting) or Practice To-Do items for items that don’t fall under a project template Add projects for new clients when the client starts with the firm – Create tax projects (even if not doing for current year) and mark cancelled or completed to make sure all projects recur

6. Examples of Setup BAD Tax Project 1.Check In 2.Scanning 3.Preparation 4.Review 5.Return to Preparer 6.Final Review 7.Assembly 8.Delivery 9.Billing 10.Electronic Filing 11.Client Contact BETTER Tax Project 1.Scanning 2.Preparation 3.Review 4.Client Contact 5.Electronic Filing

7. Project Clean Up Designate a staff (or 2) to make your list current (complete, cancel projects) Look at projects now (April-May) and determine changes for the next year (and tax year) and put together a plan to fix them! Changing the template does not update the current projects – We can help with mass updates – depends on the changes and how to fix things

8. Keeping Project List Current Update Tasks during Time Entry Saves time clicking around User Preferences Auto Display Task Selection

9. Status of Projects Actions > Manage Projects – Group by Project Description then by Received Firm Dashboard – Add Views with Project Tracking reports File > Print Reports

10. Questions?

11. Objectives Understand the best way and the things to consider to setup projects Learn how to keep your project list current Understand how to quickly analyze the status of projects through reporting capabilities

12. Resources on ngaf.comngaf.com Resources by Product Practice CS – Practice CS 1040 Project Template – Practice CS Bookkeeping Project Template – Practice CS Project Templates – Practice CS Write-Up Project Template Video Library Practice CS – Projects – Best Practices – Project Templates – Annual Tax – Project Templates - Monthly

13. Thank you for attending! (email coaching@rootworks.com for any needed assistance with projects in Practice CS)coaching@rootworks.com