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FMA1918 - Lean CPA Firm Operations

Jun 13, 2019 9:30am ‐ Jun 13, 2019 10:45am

Standard: $49.00


Lean Six Sigma consultations within the accounting profession primarily focus on process improvement within the firm's tax and assurance practices, often overlooking internal operations where there is a trove of production efficiency and financial benefits. Lean CPA Firm Operations will explain how Lean Six Sigma methodologies can improve your firm's Practice Management, Internal Accounting, Payroll and Information Management processes to streamline your internal operations.

Learning Objectives:

  1. Clearly understand Lean Six Sigma consulting methodology with an explanation of practical tools and resources that you can apply immediately within your own firm. 
  2. Walk through the firm's internal operations to identify key areas where Lean processes will improve your firm's administrative processes.


  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

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