This detailed position description can be used by those firms moving to a firmwide scheduling function by service line that prioritizes firm needs over individual partner, manager, or office preferences. The editable template can be cut and pasted and is customizable to your specific firm and firm needs. This resource is one of many available within the PCPS Non-CPA Workstream Toolset.
©Copyrighted material included with permission by ConvergenceCoaching®, LLC.
All rights reserved. Distribution or reprinting with permission only.