This episode of the Small Firm Philosophy podcast features an interview with Dennis Sherrin, CPA, CGMA, chief value officer and strategic consultant at Avizo Group, Inc., an Alabama-based CPA firm with 35 team members in the United States and India.
Sherrin discusses how Avizo implemented Lean Six Sigma (LSS) to streamline the firm’s tax practice and slash overtime hours, even during tax season.
“Have we eliminated overtime hours? Absolutely not,” said Sherrin. “But have we drastically reduced overtime during our busiest seasons and eliminated it outside of those seasons? We absolutely have.”
SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.
For more on the series, check out the Transforming Your Business Model landing page. To learn more about Sherrin and his firm, go to the Avizo Group website. For more on Avizo’s Project 40 initiative to reduce overtime, read the AICPA & CIMA Insights article “How this firm made 40 the new standard for the 70+ hour week."
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SFP #92: Sowing the seeds for future CPAs
SFP #91: Ascend to a new business model
SFP 89: Business model transformation with SJHL's Chet Buchman
SFP 88: Advice for firms on BOI requirements, MAP Survey results
SFP 87: A Revolution in 'right-sizing' a client base
SFP #86: Five children, 3 businesses, 1 CPA's story
SFP #85: Chatting about generative AI
SFP #84: How to cut busy season hours in half (almost)
SFP 83: Defying description, this CPA firm is a real Dark Horse
SFP 82: Bots pose new threat to CPA firms
SFP 81: How to transform a partner compensation model
SFP 80: Tech experts on ChatGPT, RPA, security, FTX, Web 3.0
SFP #79: How to protect digital assets from hackers
SFP 78: One woman’s journey from Africa to accounting firm ownership
SFP 77: The CPA’s guide to technology (and tech gifts)
SFP 76: How to make busy season more fun and more productive
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