LeanCPA Success Stories

"The training and project days for LeanCPA are both entertaining and rewarding. It's definitely a good exercise for a firm to go through. I was sad to see the project days come to a close because of the camaraderie our team built, but I'm looking forward to the continuous improvement of our processes."

-Lori Crawbuck (Audit Supervisor, Grassi & Co.)

"In this environment, all firms have to be focused on the effective use of resources. LeanCPA has helped our tax and business services segments focus their attention on their processes and work as a team to improve their realization and timely services to clients. The work stream mapping of our processes really helped us."

-Dave Brockman (Brockman, Coats, Gedelian & Co.)

"This has been an eye-opening experience for our firm. I was amazed at how simple steps could make a difference. The LeanCPA team taught us what a continuous improvement mindset could do for our firm, and we're already seeing the results."

-Dale Baumann, CPA, PFS (Windham Brannon, P.C.)

"The Lean Six Sigma project has helped get everyone 'on the same page' with our return processes, which helps eliminate the questions and confusion, and instead emphasizes the project's product. I wish we could apply Lean Six Sigma to every process in our firm."

-Tax manager (regional CPA firm)

"Lean Six Sigma is helping us pick up more client work and better leverage our resources."

-Paul McEwan, CPA, MT, AIFA® (Director of Benefit Plan Services, Rea & Associates, Inc.)