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The Lean CPASM team often presents Lean Six Sigma related concepts to CPAs. Below is an outline of topics that have been covered by our team at various events, including partner retreat presentations.   

Firm Efficiency 

  1.  Processes
    • Managing the Front Door
      • Budgeting
      • Scheduling
      • Client interaction
    • Pick Up / Put Down Syndrome
      • Cause and Effects
      • Eliminating
    • Work Loops and Bottlenecks
      • Examining the Root Causes
    • Pulling Hours out of Busy Season Metrics
      • Pre-Planning and Planning

2.    Technology

    • Consistency Mandate
    • Integration Understanding

3.    The Role & Capability of Admin

    • Overhead or Solution to Professional Capacity

If you are in need of a speaker, we'd be happy to customize a presentation to meet your needs. Please contact us to discuss.


 Lean CPASM, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

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