Webinar: Workflow and the Lean Accounting Firm

In today’s competitive marketplace what makes your firm successful is its unique combination of staff, institutional knowledge, and business processes. Your firm needs to maximize output while maintaining near perfect quality. This is not only necessary to remaining competitive but equally important to allow time to focus on higher level services and showing the value your firm adds to clients’ businesses. Ultimately this will lead to more fulfilled staff, more engaged clients, better opportunity identification, and growth.

The combination of following a LEAN methodology and implementing automated workflow software is a huge contributing factor to realizing this success. Lean eliminates waste, workflow gives you full visibility, together they give you the insight and understanding to better leverage your employees, to engage your clients and to grow your business.

Learning Objectives:

Experience a real-life approach to process improvement
Gain an understanding of how combining a LEAN process with the right tool can lead to efficiency and increased profit.

**This webinar is eligible 1 CPE.