Brown Belt Program Theory (Video) (Course Id 2720)

• Who is this course for?
  This course is intended for accounting professionals and anyone needing Continuing Professional Education (CPE), particularly those interested in improving strategic operations and workflow automation.

• What is this course about or what problem does this course solve?
  This course helps accounting professionals shift from tactical efficiency to strategic integration by teaching them how to implement SOPs, automate workflows, and optimize systems for scalable growth.

• How can the knowledge from this course be used?
  Learners can use the knowledge to audit and A/B test workflows, lead teams and systems with a "Chief of Staff" mindset, and develop repeatable, scalable methods to enhance operational efficiency.

• Why is this course important to a CPA or Accountant?
  This course equips CPAs and accountants with practical tools and frameworks to build resilient, efficient business systems and lead technology-driven transformation using tools like ChatGPT.

• When is this course relevant or timely?
  Released in 2025, this course is timely for professionals looking to adopt advanced technologies and automation strategies to stay competitive in a rapidly evolving accounting landscape.

• How is a course like this consumed or used?
  Delivered as a QAS Self Study video course, it includes 3 review questions, a 5-question final exam, and does not require any advance preparation or additional materials.

The Brown Belt Theory course is designed to help forward-thinking accounting professionals transition from tactical efficiency to strategic integration. Rooted in the principles of SOP development, system optimization, and capacity building, this course guides learners through frameworks that enable them to scale workflows and implement reliable automation using tools like ChatGPT and custom GPTs.

Participants will explore the scientific method as applied to business systems, learn how to audit and A/B test workflows, and develop a "Chief of Staff" mindset to lead people, processes, and platforms. By focusing on metrics that matter and documentation that drives delegation, learners will walk away with practical, repeatable methods to enhance organizational efficiency and build long-term resilience.

Video - NASBA QAS - NASBA Registry - 2720

Course Learning Objectives

1. Identify and implement SOPs as scalable business assets to support operational delegation and growth.
2. Apply the scientific method to audit, test, and optimize business systems using A/B testing and feedback loops.
3. Distinguish between tactical and strategic efforts to prioritize high-leverage activities that increase capacity.
4. Build and maintain resilient systems by designing effective SOP structures and integrating performance metrics.
5. Develop a feedback-driven improvement loop for custom GPTs and workflows to support continuous optimization.

Chapter 1 - Brown Belt Program Theory

Chapter 1 Review Questions