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Learning

How Tax Preparers & Accountants Increase Profitability Using Lean Six Sigma (On Demand)

Transformation Area
Accounting Transformation
Firm Transformation
On Demand

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$10
Learn about applying Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation while remaining in compliance with professional standards.

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Offered By:

Transformation Area:

Field of Study:

CPE Credits

1 Hours

Prerequisite(s)

None

Content Type

On Demand

Level

Beginner

Assessment

No

Course Overview

Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation. However, if you automate a “bad process,” you still won’t see an increase in profitability or improved client service. Tax practices should apply Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation while remaining in compliance with professional standards.

Learning Objectives

  • Determine how to apply Lean Six Sigma to tax workflow
  • Identify how to combine tax automation with value pricing
  • Recognize how to increase your practice’s profitability

Intended Audience

Firm leaders, managing partners, owners

Advanced Preparation

None.

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