Planning Next Tax Season? Optimize Workflow First

Before you start planning next tax season, make sure you apply LSS to processes.

Busy season seems to keep getting busier. Last minute changes to the tax code, delayed software updates, workload compression and a shortage of experienced accounting professionals continue to exacerbate what is already a grueling season for many accounting firms. 

Many firms automate tax return preparation to cope. One of the keys to success , according to accounting pro Donny Shimamoto, CPA, CITP, CGMA, is to map out your workflow and ensure you are not automating a flawed process.  

To help accountants with this critical planning, the Center for Accounting Transformation will offer Automating & Optimizing Tax Workflow, a six-hour presentation that includes an experience lab. Attendees can learn to apply Lean Six Sigma (LSS) techniques to balance efficiency and quality, with the overall goal of maintaining a client relationship and opening the door to additional advisory services. Created by Shimamoto, experience labs allow attendees to work through case studies using software tools in hands-on exercises so attendees can test drive various solutions before the threatening grind of the next tax season approaches. 

The founder and managing director of IntrapriseTechKnowlogies, Shimamoto also serves as a business transformation advisor and outsourced IT partner for firms, finance departments, and internal audit departments. He’s been recognized by CPA Practice Advisor, Accounting Today and CPA Technology Advisor. 

The Center for Accounting Transformation provides professionals with a framework for utilizing innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed to further the pursuit of innovative accounting practices that drive responsible and mindful business performance. 

View additional courses to help #EnableTransformation.