Dale Wright Tax Services
Dale Wright II is the founder and operator of Wright Tax Services located in Ottawa, Ontario. As a small business owner, he realized that an important bottle neck in his operations were the tax engagement and business client intake processes which were very manual and in-person. This became a big problem when he moved his business from one province to another. The challenge he faces in this case is how to overcome this bottleneck. Visit casenet.ca from Acadia University for more decision focused video business case studies and to learn how you can use our cases in your classroom.
Interviewee
Dale Wright II
Company
Industry
Business Activity
Dale Wright Tax Services
Accounting Services
Professional, scientific and technical activities
Headquarters
Ottawa, Canada
Size
Small
Employees
Fewer than 25
Less than $1 million
Yearly Revenue
Private Company
Type of Entity
Subject
Accounting
Level of Difficulty
Medium
Teaching Objectives
Learn about workflow processes in an accounting firm.
Keywords
Workflow
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