Performance Improvement in an Accounting Firm: Comparing Operational and Financial Data Before and After Process Redesign

The case study described in this thesis involves a process improvement project in the Tax Department of a Certified Public Accounting firm. A process map was created by interviewing employees involved in the process. A process analysis identified problems and possible solutions. The Partners in the firm decided to streamline the process for simple tax returns in order to make them more profitable. This study examined what impact, if any, the process improvement intervention had on key financial and operational measures. Results indicated that the tax returns prepared in the new process were faster, cheaper, and more profitable. This study indicates that organizations conducting process improvement interventions can beneficially affect key financial and operational measures.