Thorough evaluation of your firm’s core workflow/production processes and IT infrastructure to ensure they are optimized to take advantage of today’s digital best practices and information technologies.

Firm Production Optimization (FPO) Review

The Xcentric Firm Production Optimization (FPO) Review combines Lean Six Sigma methodologies and over 20 years of direct CPA Firm IT/production consulting to analyze the firm’s workflow processes within the tax, audit, client services, administrative and marketing areas, as well as the firm's information technology infrastructure. The process highlights IT and production weaknesses and provides specific recommendations for immediate implementation based on the firm’s business direction and existing equipment and applications. Communications, staffing, and professional benchmarking can also be integrated into the FPO Review.

The FPO Review begins by having the firm complete a detailed technology inventory so our consultants thoroughly understand your firm's acquisition history, network components and equipment aging, as well as the current mix of accounting applications. We then meet with two to five members from each scheduled department to walk through their production workflow processes, suggesting best practices utilized successfully by other firms, as well as educating them on current accounting profession trends, backed by the latest paperless and IT benchmarks.

There are three levels of FPO Reviews which range from a remote consultation covering the core tax and assurance workflow/reviewing the firm’s IT infrastructure to a comprehensive onsite interview of each department followed up with detailed written findings and recommendations designed to be your game plan for the next two years.

Learn more and get an engagement quote by contacting Roman Kepczyk, Director of Consulting: (roman@xcentric.com, 678-495-0508).


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