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Lean Six Sigma: Three Areas in Your Public Accounting Firm That Need Attention

LEAN SIX SIGMA: THREE AREAS IN YOUR PUBLIC ACCOUNTING FIRM THAT NEED ATTENTION

This is intended for public accounting firms
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Attendees who will benefit most from this presentation are those who want to incorporate the LSS framework into their practice or those interested in a first look at how LSS applies to the CPA practice.

Learning Objectives:


  • Summarize the origins of LSS

  • Recognize tax processes that lead to waste

  • Define LSS and learn about the tax process

  • Identify bottlenecks in your daily processes 

  • Recall the relationship between team agility and workflow management, digital work binders versus paper files, and processes for gathering information from your clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Troy Altomare

Doc.It
Senior Client Solutions Specialist
taltomare@doc-it.com
(888) 693-6248

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Troy Altomare, Green Belt, Lean Six Sigma, and Senior Client Solutions Specialist at Doc.It. 

Prior to Doc.It, Troy served as IT Manager for Gregory, Sharer & Stuart, P.A.. In addition to being certified as an LSS Green Belt, Troy has extensive experience with large infrastructure projects, project management, network infrastructure, network switching, server virtualization, server configuration, software optimization, policies and procedures, and IT documentation.

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Kevin Sharma

Doc.It
Sales & Marketing Director
ksharma@doc-it.com
8559405200

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Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

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Frankie Basolini

Doc.It
Business Development Representative

(888) 693-6248

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About Our Presenter

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Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.