Debriefing after busy season provides not only a time for reflection on the previous season’s production, but identification of opportunities to improve firm processes for the year ahead. This year, consider integrating “Lean Six Sigma” consultative tools proven to make firms more effective. Read more in this edition of the PCPS IT Corner with Roman.
This tool is an example of the turnkey practice management tools and resources PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for a broad range of practice management resources. Find out if you are already a PCPS member or register for a virtual tour to learn more.