A Guide to Implementing Lean Business Processes (ACLB)


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Discussion Leader
Steve Barrett, CPA.CITP

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A Guide to Implementing Lean Business Processes (ACLB)

Customer Rating

Field of Study

Business Management and Organization

Level

Basic

Credits

1

Qualifies For

CPE

Overview

In today’s competitive marketplace what makes your firm successful is its unique combination of staff, institutional knowledge and business processes. Your firm needs to maximize output while maintaining near perfect quality. This is not only necessary to remaining competitive but equally important to allow time to focus on higher level services and showing the value your firm adds to clients’ businesses. Ultimately this will lead to more fulfilled staff, more engaged clients, better opportunity identification, and growth.

The combination of lean and automated workflow is a huge contributing factor to realizing this success. Lean eliminates waste, workflow gives you full visibility and automation, together they give you the insight and understanding to better leverage your employees, to engage your clients and to grow your business.

Major Topics

  • History of workflow and business process management
  • Current landscape of CPA firms
  • Review what the next evolution looks like

Learning Objectives

  • Understand a real-life approach to process improvement
  • Recognize that the combination of a LEAN process and the right tool can lead to efficiency and increased profit

Designed For

CPAs public accounting — who are looking to lead to more fulfilled staff, more engaged clients, better opportunity identification, and growth.

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Steve Barrett, CPA.CITP

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