Learn how to improve the processes and increase efficiencies at your accounting and CPA Firm using the accounting firm six sigma processes provided and implemented by LeanCPA professionals. Discover what LeanCPA is and how we work closely with your firm to enhance processes and increase overall workflow productivity.

1. LEANCPA™
CHANGE YOUR MINDSET:
Work Smarter, Not Harder
Chris Liebtag
LeanCPA™ Consultant / LSS Black Belt
614-923-6586
Chris.Liebtag@ReaCPA.com

2. “Before you try to change
something, work at
understanding it.”

3. Lean Six Sigma Summary
• Lean
– making a process more efficient
– gaining capacity
– speeding up a process
• Six Sigma
– making a process that is near flawless in
terms of defects
– higher-quality
– remove variation as much as possible

4. Lean Thinking
• Clients Define Value
– The focused elimination of wasteful activities
• Identify the “Value Stream”
– What is valuable to the client and what is not
• Make the Process Flow
– One-way workflow
– Visual management
• Develop a Continuous Improvement Mindset & Culture

5. Symptoms of Inefficiency in
CPA Firms & Processes
 Variation in process cycle times to clients
 Waiting for client data to filter in
 Variation in processes between employees
 Numerous and repeatable review notes
 Searching for client data
 Excessive partner time in the minute details – not
enough time spent for high-level activities
 Working ever harder, not smarter

6. 9 Deadly Wastes in Processes
D efects
O verproduction
W aiting
N ot utilizing people’s talent
T ransporting
I nventory
M otion
E xcess Processing
+
A ttitude

7. Industry Deficiencies in Tax Processes
• Not managing information (the “Front Door”)
• Starting returns with insufficient info
• Not prioritizing the appropriate work
• Scheduling
• Untimely review
• Not leveraging technology
• Not leveraging admin staff