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Get Started with Lean Accounting

Assessments to see where you stand, and pilot planners to run your first pilot, in both tracks. They open in your browser, keep your answers as you go, and let you save your work or download a report to share with your team.

Lean Management Accounting

Assessments

Lean Management Accounting Initial Assessment

Is your company ready for a Lean Management Accounting pilot? Rate how well leaders, accounting and operations understand it, check your lean foundations and your current management accounting, and get recommended next steps. Runs in your browser; save a copy as a file or download a Word report.

Open

Lean Management Accounting System Pilot Planner

Plan and run your pilot as a PDCA cycle: the team, the performance measurement, value stream P&L and capacity checklists, building the box score, and deciding what to standardize. Saves in your browser and to a file you keep.

Open

Value Stream Management Assessment

Assess where your company stands today across all five areas of value stream management, and get a plan to close the gaps. Keeps a separate assessment for each company you work with.

Open

Solving the Standard Costing Problem Assessment

Three areas (analysis and decision making, rate setting, and operational control), each read the standard-costing way and the lean way, plus a plan that turns your answers into next steps. Keeps a separate assessment for each company.

Open

Apps

Value Stream Identifier

List your process steps and product families, mark which families go through which steps, and the app sorts the matrix and suggests your value streams and monuments. For manufacturing. Saves in your browser and to a file you keep.

Open

The Continuous Improvement System in Accounting

Use these apps

  • Linkage Chart Builder for Accounting
  • Capacity Calculator for Accounting
  • Continuous Improvement System Tracker
Subscription apps →

Assessments

Continuous Improvement System Readiness Checklist

Is your accounting department ready to pilot a continuous improvement system? See what is already in place, what is missing, and how to close the gaps.

Open

Continuous Improvement System Pilot Planner

Pilot the continuous improvement system on one accounting process in 13 weeks as a PDCA cycle: lean performance measurements, simple problem solving, daily lean management and continuous improvement events.

Open

Free

← Learn About Lean Accounting

Start with Nick’s explainer videos if lean accounting is new to you.

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Practice Lean Accounting →

Apps for doing the work with your own numbers once your pilot is underway.

Get Started with Lean Accounting | Lean Accounting Learning Center