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Lean 6 Sigma: Its Application, Implementation & Benefits in CPA, Tax & Accounting Practices

4.2 (37)

Troy Altomare, Bachelors of Technology Management

Doc.It Inc

Thursday, October 31, 2019 | 11:00 AM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Course Description

You would be wondering why lean 6 sigma by any stretch of imagination would be relevant for CPA or Accounting firms. To understand that let’s understand first understand what’s lean 6 sigma is. Lean as the name suggest is a systematic approach to reduce or eliminate activities that don't add value to the business. It emphasizes removing wasteful steps in a process and taking the only value added steps. The Lean method ensures high quality customer satisfaction, It helps in

  • Reducing process cycle time
  • Improving product or service delivery time
  • Reducing or eliminating the chance of defect generation
  • Reducing the inventory levels
  • Optimizing resources for key improvements among others.

Now the question is why CPA & Tax firms? Well right from downloading bank statement of client or inputting client information into the tax software to delivering a filed tax return, firms are involved in numerous task/activities and sub-task/sub-activities and end objective is delivering quality service to their client, and more often there are situation where in lot of task/activities/step/process are wasteful, non-value, not necessary or can clubbed, adjusted, moulded, eliminated to make it better & efficient. Elimination or Corrective action to this process not only helps you in delivering better customer service but also make your firms business more scalable. Attendees who will benefit most from this presentation are those interested in a first look at how LSS applies to their practice.

Learning Objectives

  • Introduction of Lean Six Sigma (LSS) as it relates to the Accounting, CPA and tax firms.
  • Learn how Six Sigma principles can be an effective solution for accounting, CPA & Tax firms
  • How to incorporate LSS framework into their practice
  • Learn about processes that lead to waste
  • Learn about LSS and the tax process.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Auditors
  • Bookkeeper
  • Business Owner
  • CEO
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 37
    [average] => 4.2432




The course material and the presentation was perfect to drive improvement in the business environment. The presentation not only focuses on the specific tools, but it also helps in relating Lean Six Sigma Framework for accounting, CPA & Tax firms. The methodical approach that was taken by the Mr. Troy to allow one to obtain and retain all that information was incredible.


Troy is a subject matter expert and his teaching methodology is based on real life examples. His teaching methodology makes it easy for people to logically understand a topic and be able to apply it in their fields. Thanks to him and myCPE, my overall experience with the platform was smooth and enriching.


The LSS webinar you provided has been invaluable to me. Going through this process has allowed me to grow in so many ways. I truly appreciate everything you taught us. Thank you myCPE


The ability of Troy to combine significant expertise with the ability to deliver technical subject matter in a practical way is commendable. His vast real life, hands on experience within accounting industry has earned him a lot of credibility within the webinar. After the webinar, not only i have understood the analytical techniques, but now i also know how to implement it in my environment.


Thank you for the webinar and the handout material on the Lean Six Sigma. I learned a lot and it is one of the best online training I've ever received. Also, I truly appreciate your social initiative of 1 Credit=1 Meal. Thank you for making me a part of it.


I had opportunity to attend the Six Sigma webinar at myCPE. Presenter was very knowledgeable and his way of delivering the training was incredible. It was a good learning for me as I am naive in this field. Thank you Troy and it was another outstanding presentation on myCPE platform.