2 Lessons Clients Taught Me

Older businesswoman pondering, seated by windowWhat our clients can teach us.

By Frank Stitely
The Relentless CPA

Let's discuss Lean Six Sigma as it applies to CPA firms. Let's discuss lean processes and error tracking.

MORE: CPAs Can’t Help You | The Value-Pricing Con Job | No Consultant Can Solve Your Biggest Problem | The Agile Accountant | The 21st-Century CPA Firm | The Great Marketing Hoax | The Cure for Commoditization | Ruthlessly Efficient Workflow Management | What the Value-Pricers Get Wrong | Four Amusing Millennial Myths | The Annual Tax Meeting is Dead. Clients Killed It. | 3 Rules for Asking Great Tax-Return Questions

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You’ve probably heard of Lean Six Sigma. Our manufacturing clients implemented it back in the 1990s.

I’m betting this is the first time you’ve heard of its application to the CPA world.

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Frank Stitely



About the Author

Frank Stitely, CPA, CVA, is the managing member of Stitely & Karstetter CPAs in Chantilly, Va., and leader of Clarity Practice Management.

He is the author of

The Relentless CPA,
available exclusively from CPA Trendlines.

He graduated Summa Cum Laude from Clarion University and received the Elijah Watt Sells certificate in recognition of his performance on the CPA exam. His professional affiliations include: The American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, President of the Association of Professional Accounting Software Consultants, Member of the Sage Software Small Business Certified Consultants' Steering Committee, Member of the National Association of Certified Valuation Analysts, Chair of the Audit Committee on the Board of Directors for Christian Relief Services, Maryland Society of Accountants, and the National Society of Tax Professionals.

Click here for more by Frank Stitely