01Day 1
Find the bottlenecks
60-min kickoff and stakeholder interviews. We map where delivery slows, quality drops, and handoffs break.
For Accounting Firms
Your Firm Is Processing Manually What AI Can Handle
Data entry, document collection, reconciliation, client follow-ups — your team's capacity is consumed by low-value process work. We find the bottlenecks and ship a plan in one week.
No prep needed · 5-day delivery · Fixed price from $2,500
The Problem
Sound familiar?
Tax season capacity crunch
Every Q1 your team works overtime because document collection, data entry, and review processes don't scale.
Document collection churn
Chasing clients for missing documents, W-2s, and receipts burns hours of staff time every week.
Reconciliation bottlenecks
Manual bank reconciliation, transaction categorization, and exception handling create backlogs that delay client work.
Client communication overhead
Status updates, document requests, and follow-up emails are handled manually without automation or templates.
How We Help
What you get in one week
Seasonal capacity analysis
We map where your team's time goes during peak periods and identify which tasks can be AI-assisted to flatten the workload curve.
Document workflow optimization
Streamlined collection, classification, and extraction workflows that reduce manual data entry and follow-up cycles.
Reconciliation automation plan
AI-assisted matching, categorization, and exception flagging to reduce reconciliation time without sacrificing accuracy.
Client communication system
Automated document requests, status tracking, and follow-up sequences that reduce staff communication burden.
Scope
Workflows we commonly assess for accounting firms
- Client document collection and intake
- Bank reconciliation and categorization
- Tax return preparation and review
- Financial statement compilation
- Client communication and follow-ups
- Engagement letter generation
Pricing
One sprint. Fixed price.
$2,500
Starter — 1 workflow · 5-day delivery
Growth: $5,000 (2 workflows)Enterprise: from $10,000
NDA included5-day deliveryFixed price
- Bottleneck map showing where time and errors come from
- Tool shortlist with recommendation criteria
- 90-day rollout plan with owners, milestones, KPIs
- Handoff walkthrough with your team
Guarantee: Clear next-step plan or full refund — no questions asked.
How It Works
Five days. Three milestones. Zero guesswork.
We handle the heavy lifting. Your team spends about 2 hours total.
02Day 3
Pick the tools
We evaluate options against your stack, budget, and security constraints. No sales pitches — just decision logic.
03Day 5
Ship the plan
45-min handoff walkthrough. You leave with a 90-day rollout plan — owners, milestones, KPIs, and risks.
Your time: ~2 hours total
Why Now
The numbers don't lie
Accounting firms lose 20-30% of capacity to document collection and follow-ups
AI-assisted data extraction reduces manual entry time by 70%
Automated client portals cut document collection time by 50%
FAQ
Common questions
No. While tax season bottlenecks are the most visible pain point, the assessment covers year-round workflows like bookkeeping, advisory prep, and client communication.
Yes. Our tool recommendations factor in data security, SOC 2 compliance, and industry-specific regulatory requirements.
We evaluate your current stack first — whether it's CCH, Lacerte, QBO, or something else — and recommend tools that integrate, not replace.
Most firms see measurable time savings within 2-4 weeks of implementation. Firms that implement before tax season see the biggest capacity gains.
Next Step
Stop experimenting. Start executing.
Get a clear AI workflow plan for your accounting firms team — delivered in one week for $2,500.
No prep needed · Discovery call available