Lean Accounting and Lean Workflow

Designed for CPAs in Public Practice

One Day Program -- 8 CPE Credits


Description

Gain the benefits of lean thinking concepts to transform your office environment. Create the CPA practice of the future to achieve greater profitability and expanded client service capability. Apply the principles of the Toyota Production System to streamline your office through the application of "best business" and process management. Produce a zero defects accounting environment to achieve greater productivity. Lean concepts such as value stream mapping are introduced to produce greater client value and increased revenue. Get the latest on techno tools for streamlining processes and JIT client service.

Objectives

  • Learn how to apply lean thinking and Six Sigma techniques to streamline accounting practices and office procedures for increased productivity and error free accounting.
  • Understand the application of Toyota Production System to achieve “best business” and process management for accounting practices.
  • Learn how to use enhanced technology for streamlining office and business processes.

Agenda

  • Lean thinking for the accounting office
  • Self-assessment of the accounting practice
  • Application of Toyota Production System to the Accounting Practice
  • Six Sigma tools for accounting applications
  • Value Stream Mapping for CPAs
  • Concepts for business process analysis
  • Accounting applications of 5S methodology to improve quality and increase productivity
  • Technology update for the accounting office
  • Performance measurement of the accounting practice

Download Lean Accounting and Lean Workflow Syllabus

Blog

Challenging Uncertainty »

Recently, I have written about defining the future, being unemployed, and underemployed. Having a good insurance policy on avoiding these difficult challenges would be a good idea. However, buying a policy off the shelf from your insurance agent just isn’t an option. One way to cope with challenging situations emerged from some words of wisdom from [...]

Defining the Future »

Everyone has their own perspective and method of doing things. The same is true of organizations. This is known as culture. Another term to describe these beliefs, habits, and traditions is known as paradigms. Paradigms are frequently so deeply rooted and ingrained that they become barriers to a person’s ability to see new ideas and [...]


Sign Up to Receive Our Newsletter