Case Study: McKerley & Noonan achieves a paperless, trackable tax workflow with LeanKit

Mckerley & Noonan’s Progressive Approach to Full Service Accounting Has Enabled the Firm to Go Completely Paperless, Using Leankit to Track and Manage Its Work

McKerley & Noonan is a 12-person Nashville accounting firm serving small businesses, nonprofits and individuals, filing about 1,400 tax returns each year. As the firm grew, its paper-based workflow—physical folders, whiteboards and spreadsheets—made it hard to track work during busy season, leading to missed items, slow client updates and even lost returns.

The firm adopted LeanKit, mapping its process to visual boards and replacing folders with cards, giving real-time visibility into every return and enabling proactive intervention. The change delivered a fully paperless, cloud-based workflow, faster client status updates, fewer missed tasks, better team collaboration and actionable cycle-time metrics the firm now plans to expand across other services.

McKerley & Noonan