Success Stories

PetersonSullivan CPAs adopts progressive business process

Our newest client success story spotlights the firm of PetersonSullivan CPAs, chronicling the firm’s journey to automation. The firm’s workflow manager, Jason Peyovich, explains how the firm proactively implemented Lean Six Sigma and took XCM to the next level to fully standardize and automate its tax workflow. Proactive efforts helped the firm effectively measure and analyze the tax workflow in order to refine over time. Today, PetersonSullivan is looking to replicate the tax process within other departments to bolster efficiencies firm wide.