CPA - medium firm
CPA - large firm
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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 the LSS framework into their practice or those interested in a first look at how LSS applies to the CPA practice.
Learning Objectives:
- Summarize the origins of LSS
- Recognize tax processes that lead to waste
- Define LSS and learn about the tax process
- Identify bottlenecks in your daily processes
- Recall the relationship between team agility and workflow management, digital work binders versus paper files, and processes for gathering information from your clients
Troy Altomare
Doc.It
Senior Client Solutions Specialist
[email protected]
(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.
Kevin Sharma,
Doc.It
Sales & Marketing Director
[email protected]
(855) 940-5200
Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.
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