Improving firm processes by applying a unique blend of
Lean Six Sigma with project,
change and workflow management principles.

"This has been one of our most successful firm-wide initiatives at Windes. It has taught us to rethink and challenge our processes on a continuum."

Jim Cordova, CPA, MST, Partner, Chairman of Tax & Accounting, Windes

1. Complete Interest Form

Provide us with basic information regarding your firm and your firm's experience with process improvement initiatives.

2. We Connect

One of our Solutions Advisors and an Industry Leading Consultant will review your application and will reach out to schedule a short call to discuss your needs. 

3. Create Game Plan

You will have clarity on your firm's process improvement initiative and a plan allow you to focus and take action.

4. Implement & See Results

A great plan doesn't mean much without implementing and taking action. We will guide you to ensure you take the most direct path to seeing the results you want.

or contact Megan Schottler at 888-266-6375 or Email

"We have doubled the number of returns out the door this year compared to last year
at this point in busy season.
And last year was a record year."
Cody Page, Chief Operating Officer, Peterson Sullivan LLP
What makes Boomer Process Consulting™ so different?

Most CPA firms understand their processes are crucial to productivity, profitability, quality and client satisfaction. However, many struggle to ensure their processes continue to stay consistent and efficient, relevant with technology and focused on client value. 

We know how hard it can be to improve your firm's processes. We have helped hundreds of CPA firms improve their processes to see significant results. When your firm's processes are crisp and efficient, you are able to increase revenue, profitability and client satisfaction.


Boomer Process Consulting™ applies a unique blend of Lean Six Sigma with project, change and workflow management principles to accounting processes; eliminating non-value added steps, improving flow of work, and building quality into every process so that CPA firms can maximize the value of their work and improve their bottom lines.

When you leverage Boomer Process Consulting™, you will:

  1. Decrease hours and cost per engagement

  2. Achieve greater realization and profitability 

  3. Increase your flexibility and leverage

  4. Improve turn around time to clients

  5. Increase opportunities for niche and client value-add service delivery


Now more than ever, CPA firms need to maximize productivity while increasing value to remain relevant. If your firm's processes are not streamlined, your firm's growth will be restricted and less able to adapt to your clients' needs. Get your firm on the future ready path today.

Why? Because significant gains in productivity don’t come from simply implementing new technology or learning about “best practices” at a conference. They come from implementing proven process improvement techniques that are customized to your firm, your people and your culture.

or contact Megan Schottler at 888-266-6375 or Email

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  • A customized approach tailored to your firm

  • Experienced consultants who have worked with over 150 CPA firms and completed over 250 process improvement projects. Thirty-eight of those firms are in the Top 100.

  • Unlimited access to our industry leading consultants throughout the duration of your project.

  • Knowledge of how Processes relate to Talent, Technology, Leadership and Growth.

What You Get Wit Boomer Process Consulting

or contact Megan Schottler at 888-266-6375 or Email

CPE Information





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Why Lean?

The Benefits of Process Improvement

“An advantage is found when you incorporate the principles of Lean to increase velocity and efficiency. This leads to increased capacity while using Six Sigma and increased quality and consistency. This combination helps firms create efficient and high-quality processes and additional capacity to offer more value-added services to their clients.”  

– Arianna Campbell, Lean Six Sigma Black Belt

Need more details?

We are here to assist. 

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Overland Park, Kansas

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