LeanCPASM Assessment

A LeanCPA assessment is a one- to two-day process of individual meetings, roundtable discussions and small group conversations. The goal is to gather as much information as possible about your firm's processes and to make recommendations on how to improve the firm's current projects and overall efficiency.

Each assessment is customized by the needs of your firm. During the evaluation assessment process, various aspects of your firm are evaluated, including the size of your firm and the type of work your firm does (tax or audit work). These findings will determine what can be done to make your CPA firm more lean and efficient.

Once the assessment for your CPA firm is complete, the next step in your LeanCPA journey is to schedule a LeanCPA workshop or a LeanCPA improvement project

Contact Us

To discover more about Lean Six Sigma for accounting firms and to identify how this process can help your firm, contact us today. For additional information on the LeanCPA contact us at 614.889.8725, or click here to contact us. 

5775 Perimeter Drive, Suite 200, Dublin, Ohio 43017-3224 phone 614.889.8725