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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

Additional Info
Teaching Note

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