Lean Six Solutions

Bleeding to Death from a Thousand Paper Cuts

July 19, 2017

You get a paper cut. It hurts and bleeds a little, you clean it off, maybe put a bandage on it and it’s done. Easy enough. Until you get another paper cut. And another. And yet another… Suddenly there’s more pain, more blood, more trouble. You’re spending more money on more bandages, but the bleeding [...]

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Starting Off Right: Help Ensure Operational Excellence

July 7, 2017

Monday morning quarterbacking 20/20 hindsight Turning back time There are many phrases to describe the analysis of a failed endeavor. But whatever you call it, this postmortem process teaches valuable lessons about how to better implement operational improvement changes in the future. We’ve seen a wide range of reasons why a change in process or [...]

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Delve Before You Develop: Considering The Human Element

June 29, 2017

You’ve got an idea for a great product. So you figure out whether you can build it, how much it would cost, whether there’s a market for it… all the steps that most businesses take. After all, there’s plenty of data out there to help you answer these questions and make the necessary decisions. Numbers, [...]

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How Cross-Functional Input Helps Process Improvement

June 15, 2017

When most people hear the phrase process improvement, their minds immediately go to the factory floor. They might ponder the placement of state of the art equipment, the storage of raw materials, the steps taken in actual production, the wisest use of labor or other components of manufacturing and production. But process improvement methodologies like [...]

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We’re Reaping the Benefits of Lean… Now What? (Part 2)

March 9, 2017

In the first part of this blog series, we discussed the benefits of gained capacity through Lean implementation and developing a strategic plan to utilize gained capacity for providing additional value to your customers. As you begin to create a vision and set priorities for your strategic plan, consideration should be given to the following: [...]

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We’re Reaping the Benefits of Lean… Now What? (Part 1)

March 3, 2017

Congratulations to those of you who have started down the path of becoming a Lean Enterprise! We know first-hand the hard work and commitment that goes along with lean implementation. You likely gained some quick wins immediately following implementation and, if you’re anything like us when we started this journey, you’re also starting to reap [...]

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Busy Season = Opportunity Season

February 13, 2017

In the rush of tax season, new opportunities can often be overlooked. Keeping your eyes open for them can give you a competitive edge, even in the busiest of times.  CPA firms are now in the full swing of tax season 2017! We have recently heard CPAs, both in our firm and in other firms [...]

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Lean Six Sigma Online Green Belt Certification

August 12, 2015

Lean Six Sigma Green Belt Certification is now offered ONLINE through the Santa Fe’s Center for Innovation and Economic Development (CIED) from September 3rd to October 29th, 2015. Lean Six Sigma Green Belt CertificationReceive your Lean Six Sigma Green Belt Certification from the comfort of your home or office.  This certification training program will give [...]

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Grant Money Available for Lean Six Sigma Training

July 27, 2015

Many organizations struggle with limited capacity, disorganization, wasteful processes, or defects in products and service delivery.  Identifying and sourcing a problem can be a challenging task for many managers and business owners, and finding and implementing a solution can be even more burdensome. However, knowing you need to improve a specific process and getting others [...]

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Lean and the 7 Habits: No. 7 “Sharpen the Saw”

July 21, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed the first 6 habits: 1. Be Proactive2. Begin with the End in Mind3. Put First Things First4. Think Win-Win5. Seek First to Understand and then to be Understood   6. Synergize  [...]

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Sibley Presented at the CFMA 2015 Annual Conference

July 10, 2015

Mike Sibley, CPA, Lean Six Sigma Black Belt, presented, “Get it Done: Applying Lean Six Sigma Principles to Streamline Your Accounting Process” at the CFMA 2015 Annual Conference and Exhibition on June 27th – July 1st in Chicago. During the seminar, he discussed the benefits of implementing Lean Six Sigma methodologies into an organization’s departments and processes [...]

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Using Lean to Achieve the 7 Habits: No. 6 “Synergize”

June 23, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed the first 5 habits: 1. Be Proactive2. Begin with the End in Mind3. Put First Things First4. Think Win-Win5. Seek First to Understand and then to be Understood  This [...]

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Lean Team Published in Construction Business Owner

June 3, 2015

  Mike Sibley, CPA and Lean Six Sigma Black Belt, and Katie Davis, CPA and Lean Six Sigma Certified, were recently published in Construction Business Owner Magazine for their article, “Enhanced Accounting Methods Add Value.  How to apply Lean Six Sigma principles to improve financial strength”.  The article addresses our case study involving a large commercial contractor [...]

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Lean and the 7 Habits: No. 5 “Seek First to Understand…”

May 29, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed the first 4 habits: 1. Be Proactive2. Begin with the End in Mind3. Put First Things First4. Think Win-Win This week, we’ll discuss Covey’s 5th habit, Seek First to [...]

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Using Lean to Achieve the 7 Habits: No. 4 “Think Win-Win”

May 5, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed the first 3 habits: 1. Be Proactive2. Begin with the End in Mind3. Put First Things First This week, we’ll discuss Covey’s 4th habit, Think Win-Win. Think Win-WinCovey’s Seven [...]

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Lean and the 7 Habits: No. 3: Put First Things First

April 14, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed the first 2 habits: 1. Be Proactive2. Begin with the End in Mind This week, we’ll discuss Covey’s 3rd habit, Put First Things First. Put First Things FirstDeveloping independence [...]

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Lean and the 7 Habits: No. 2: “Begin with the End in Mind”

April 3, 2015

This post is part of a series discussing how you can apply lean principles to achieve the 7 Habits of Highly Effective People.  Previously, we discussed habit 1: 1. Be Proactive This week, we’ll discuss Covey’s 2nd habit, Begin with the End in Mind.   Developing independence requires growing and improving enough to move from [...]

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Using Lean to Achieve the 7 Habits: No. 1 “Be Proactive”

March 25, 2015

Stephen R. Covey’s “The Seven Habits of Highly Effective People” presents a framework for living with fairness, integrity, honesty, and human dignity –  principles that help us embrace change and take control of life’s opportunities.   Achieving these goals requires an increased capacity for both change and improvement. When I think about implementing habits that will result [...]

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Lean Six Sigma Green Belt Certification Offered Online

March 17, 2015

James Moore, CPAs is proud to partner with Santa Fe College to offer Lean Six Sigma Green Belt Certification online from Thursday, September 3rd to Thursday, October 29th.  This certification training program will give you the tools to improve your organization’s processes from within, with advanced training for sustainability of a Lean Six Sigma culture of [...]

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Using Lean Six Sigma to Attack the New Normal

February 13, 2015

When property values declined a number of years ago, local governments were required to cut back. They were forced to face a new norm- they were still expected to maintain a high level of service, but with diminishing resources.   Traditional methods were used to cut back: requests for proposal to lower costs, leaving vacant positions [...]

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5S – A Place for Everything and Everything in its Place

February 9, 2015

What is your first impression of this picture?  Do you think this has any impact on a person’s productivity? 5S is a methodology that guides organizations to create and maintain an organized, clean and safe work environment as a foundation for achieving Lean and continuous improvement. It represents 5 disciplines for maintaining a visual workplace:  [...]

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Increase Value and Profitability During Peak Season

January 26, 2015

Most CPAs in public practice will be in busy season for the next two and half months.   This can be a stressful time because of the sheer volume of work that enters our front door for both audit and tax.  All too often we toss aside our best practices and proactive measures to instead operate [...]

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Merriam-Webster’s Word of the Year: Culture

December 15, 2014

I read an article this morning stating that Merriam-Webster’s 2014 word of the year is culture. The first thought that comes to mind when I see the word “culture” is lean six sigma and the culture of continuous improvement. Lean six sigma should be a key component of an organization’s change culture, supporting all projects [...]

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Is Your CPA Firm Guilty of Stealing?

October 30, 2014

The vast majority of CPAs would never think of stealing money.  Unfortunately, many CPA partners are guilty of stealing the energy of their firm administrators by failing to be adept leaders.  As a partner, your responsibilities don’t end with being a rainmaker for your firm.  You are also responsible for creating an organization that supports [...]

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5 Steps to Overcoming Process Paralysis

October 1, 2014

  Many organizations and their leaders actively promote a culture of innovation but suffer from what I call “process paralysis”, meaning the ideas are generated but the process breaks down during implementation.   Consider the number of times you presented a great idea but failed to implement it within your organization because you couldn’t garner enough [...]

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What Can You Do To Break Down The Silos?

August 27, 2014

Organizational leaders today are confronted with many complex issues during their attempts to promote collaboration among people in different areas, and when adopting best practices throughout their organization. Whether the people are in different departments or locations, a lack of teamwork is a common problem that is difficult to resolve.  Organizations that do not subscribe [...]

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Five Steps For Evaluating Quality Control Systems

August 22, 2014

CPA firms understand the concept of quality control and its importance within the world of accounting and auditing. It should therefore come as no surprise that this concept is gaining momentum within the industry.  In fact, I recently attended an AICPA conference where quality control was discussed from the perspective of the AICPA, and from [...]

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Build In Quality From The Start

August 8, 2014

I was working with a client this week who was struggling to obtain financial information in a timely manner from their accounting office. As we evaluated their processes, it became clear that the accounting group was spending a significant amount of time identifying data entry errors, tracking down why the errors occurred, and fixing the [...]

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Analysis Paralysis

July 24, 2014

We all know that paralysis can be harmful because it prevents companies from making strategic decisions promptly. So – what do we do to prevent it from happening?

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Relief For Private Companies & The CPAs That Audit Them

July 10, 2014

 CPA firms who audit private companies face the challenge of performing services in accordance with accounting and auditing standards and other regulatory requirements when private company stakeholders do not see the value in certain complex requirements. Some of these requirements are time consuming for auditors to achieve all of the necessary audit objectives, while the [...]

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