Optimizing internal processes usually falls to the bottom of a firm’s priority list, even though it should be their #1 focus. Why? Because with strong, optimized internal processes, every task becomes easier to manage and track.
Plus—the same process improvements that are applied today can be used to create additional advisory service offers for your firm in the future!
Join Roman Kepczyk and learn exactly how to optimize your firm’s administrative and management tasks using his lean six sigma approach. Then, learn how to turn your firm improvements into advisory service offers for your clients.
Keep reading to find out what else you can expect to learn—and what Roman is most looking forward to discussing—during part 4 of our upcoming webinar series: The Road Trip to Productivity: Lean Firm Administration and Management
RK: Most firms focus their productivity improvement efforts on tax or assurance practices, leaving administration for “when they have time,” which never comes.
Implementing Lean Six Sigma (LSS) within administration provides one of the best test beds for learning first-hand how to apply LSS. Consequently, they be used to promote the firm’s advisory services and business information tech stack to build the firm’s client accounting and advisory services (CAAS).
RK: Managing Partners, CFOs, Controllers and Firm Managers as well as anyone interested in my key administrative recommendations (garnered from my Firm Process Optimization (FPO) consulting, which I’ve implemented in over 400 firms.)
RK: Rather than promoting a specific product, I’ll be providing comprehensive holistic recommendations and solutions that are specific to the type of practice and clients firms have.
Additionally, I’ll share and discuss the CPA Firm Management Association’s 2021 Digitally Driven Firm survey. This annual survey highlights the most popular, useful applications that firms are using to transform their internal processes (including practice management, workflow, document management, portals and eSignature tools.)
RK: Attendees can expect to learn:
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