Approach
Lean thinking, applied with a light touch.
Understand the work, agree on a better way, and keep improving it. The tools come last.
Principles
People first, then process, then tools
Software is the easiest part of a firm to change, so I start with the people who do the work.
Go and see
I learn how work really moves by watching it happen, not by reading the org chart.
Standardize before you automate
A fast version of a messy process is still messy, so the team agrees on the best way first.
Small steps, often
Small changes your team can absorb during real work beat a big launch.
Leave the firm stronger
Every project ends with documentation and training, so your team owns the setup and never waits on me.
Say it plainly
If I can't explain why something is set up a certain way, it shouldn't be set up that way.
How a project runs
The rhythm stays the same from firm to firm, and each step is small enough to change course.
Listen and watch
I talk with partners and staff about what's working, then watch real work move through the firm, workarounds and all.
Design together
The people who'll use the new way of working help design it, before anything gets built.
Build in small steps
I set up Karbon, automations, or software one piece at a time.
Hand over and keep improving
Training uses your own clients, and I document every decision. Then we check what changed and pick the next small improvement.
Start with a conversation about how your firm works.
I ran an accounting firm for five years, and I'm a Six Sigma Black Belt. No pitch deck, just questions about your people, your clients, and your Karbon setup.