Workplace Efficiency for Tax Pros

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This course will examine the basics of workplace efficiency. We will cover beating procrastination, planning your day to accomplish the maximum- especially getting done that one big task you absolutely have to finish before going home- grouping tasks, and multitasking. We will also examine methods to remove clutter (mental, physical and electronic) and also how to manage programs and apps. We will discuss effectively dealing with e-mail and instant messaging, handling telephone and face-to-face communications

Learning Objectives:

  • Identify impediments to accomplishing your daily goals by capturing them in writing
  • Learn a simple method to start alleviating them, one step at a time

CPE Credit: 2 hour Practice Management 

Speaker: Franklin Clark

NSA Webinar Program Level: Basic Prerequisites: None   Advance Preparation: None   Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.


NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

Franklin Clark

Frank Clark has been many things in his life, from a trash man in Stone Harbor, New Jersey to a police officer in Philadelphia, to a revenue officer at the IRS. He retired in 2019 as a front-line manager in the IRS Appeals office after almost 40 years of government service.

Frank graduated from Park College in 1977 with a BA in Management and the University of Miami in 2012 with a Master of Arts in Liberal Studies. His thesis is titled “Maximón: The Shape Shifting Trickster…” He is the author of “Run for YOUR Life” on Apple Books and teaches “One Small Step: Efficiency for Managers” on Udemy.

 Frank takes trips in his 1982 Volkswagen Vanagon to surf, scuba dive, hike and cycle. He has run 46 marathons, loves to garden, ferment food, is a throat cancer survivor and represents taxpayers before the IRS as an enrolled agent.

Components visible upon registration.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at