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 LSS framework into their practice, or those interested in a first look at how LSS applies to the CPA practice.
Learning Objectives
• Learn about the origins of Six Sigma and LSS
• Learn about the DMAIC Model and tax work
• Learn about tax processes that lead to waste
• Learn about LSS and the tax process
• Experience a product demonstration showcasing the impact on a tax practice when DMS software handles workflow flexibility, digital work binders versus paper files and document naming conventions.
• Learn how improper handling of documents (e.g. financial statements) impacts search for files
• Learn about the LSS 5S Tool
Doc.It
Senior Client Solutions Specialist
taltomare@doc-it.com
(888) 693-6248
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.
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
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