How Tax Preparers & Accountants Increase Profitability …
2:30 pm – 3:30 pm ET
How Tax Preparers & Accountants Increase Profitability Using Lean Six Sigma
1 hr CPE/CPD in Business Management & Organization
Program Level: Intermediate
Note: This webinar is hosted by the Center for Accounting Transformation. AGN is sponsoring spots for our members to attend. Register here and you will receive information on how to connect to the webinar directly from the C4AT.
Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation, but 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
• Apply Lean Six Sigma to tax workflow
• Combine tax automation with value pricing, and
• Increase your practice’s profitability
Speaker Bio
Donny Shimamoto, CPA, CITP, CGMA
| Donny is the founder and managing director of Intraprise TechKnowlogies LLC, an advisory-focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount. Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery. | |