Lean Six Sigma: Improve Tax Process Workflow & Document Management (ACLS)


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Discussion Leader
Troy Altomare

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Lean Six Sigma: Improve Tax Process Workflow & Document Management (ACLS)

Customer Rating

Field of Study

Taxes

Level

Basic

Credits

1

Qualifies For

CPE

Overview

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 methodology can be applied to processes and workflow commonly experienced by CPAs in public practice.

Major Topics

  • Origins of Six Sigma and LSS
  • The DMAIC Model and tax work
  • Tax processes that lead to waste
  • LSS and the tax process
  • 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
  • How improper handling of documents (e.g. financial statements) impacts search for files
  • The LSS 5S Tool

Learning Objectives

  • Incorporate LSS framework into your practice
  • Use LSS methodology to improve performance and reduce inefficiencies in automation, workflow, communication, scheduling and processing

Designed For

CPAs in public practice who handle tax work; ideal for firms with 3 to 300+ staff

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Troy Altomare

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