If you’re frustrated with the status quo of busy season – long hours, constant back and forth with clients and your colleagues, work loops, inefficiencies, and the general feeling of working harder and harder each year - break through the paradigm you’re stuck in with Lean Six Sigma. Participants will learn how Lean Six Sigma principles are being applied inside CPA firms to improve tax, assurance and client accounting service processes. Efficiency improvement involves more than just implementing new technology. It involves aligning your people, processes and systems in a way that understands and delivers on client value. Find ways to make your life easier this busy season, and what roadblocks to avoid!
Understanding of key process mistakes many CPA firms make.
9 Categories of “Waste” in processes and how to eliminate.
5 steps in the powerful Lean Six Sigma Process Improvement Model.
3 Lean Improvement Strategies universally applicable to process performance.
Multiple Tax, Assurance, and Client Accounting Services efficiency strategies.
Betsy, IL
"The presentation was by far the best presentation I have seen over the past year. The Instructor was knowledgeable and the content was extremely beneficial. I look forward to sharing the material with my Manager and peers and will recommend that everyone watch the presentation on January 30, 2013. I look forward to attending more webinars with CPA Academy."Samantha, MN
"I have to admit I was a little skeptical as to how six sigma priniciples would apply in the context of an accounting firm, but wow, this CPE gave me so many new ideas for improving processes, especially as we go into our busy season. I would recommend this class to anyone at a senior associate level or above in an accounting firm."Dorothy, CO
"While so much of the information was common sense, I believe having it reiterated and reinforced was beneficial. I believe this could benefit many businesses who have new management teams or considerable turnover. It reinforces reflection of what your goals are, where you want to be and communication between all."Rachel, IN
"It was a very informative webinar. The time for this session was 1.5 hours and my attention was not hindered in any way through the entire presentation due to the quality, information provided, and importance of the material presented."Lisa, MS
"Great Course. I am looking forward to implementing some of the strategies. We are stuck in a rut of having always done it this way and I got some great suggestions to streamline areas which hopefully will improve moral of employees."Terry J, MT
"A good class with points we can all utilize. I am a sole proprietor, so some of the items do not fit my situation as well as they would for larger firms. I liked your comment about check list zombies! I agree."Salvatore, NY
"Not only was this seminar helpful with re-evaluating my professional time management and value chain process, it also inspired me to work with a deeper passion for collaborative growth and value within."Laura, AZ
"Love the examples and how Lean can be applied to accounting firms. The 9 Categories of Waste in Processes will be something I'll be implementing right away to help create a more efficient company."
Boomer Consulting, Inc.
Shareholder, Director of Lean Six Sigma Services
dustin.hostetler@boomer.com
(614) 288-6426
Dustin Hostetler is a Lean Six Sigma Master Black Belt and the founder and Principal of Flowtivity, LLC. He is a nationally recognized speaker and pioneer in applying the Lean and Six Sigma concepts to public accounting firms. He works with CPA firms to embrace Lean Six Sigma as an organization-wide initiative; to improve client service, improve client retention, set the foundation for growth and build the bottom line. Dustin has also applied his talents in process improvement initiatives to manufacturing businesses, other professional service organizations and retail and food service operations. Beyond lean implementations, Dustin also facilitates dozens of trainings each year in the lean and six sigma principles, notably CPE workshops for public accounting firms as well as the industry leading Lean Six Sigma CPA Green Belt certification program in conjunction with The Ohio State University. Dustin has a BSBA in Finance from The Ohio State University and earned both his Lean Six Sigma Black Belt and Master Black Belt certifications from Kent State University.