The gap isn't a staffing problem, it's a process problem. We find exactly where the hours disappear, automate the right tasks, implement the tools, and stay on to make sure it holds.
Takes 2 minutes. We'll reply within one business day with a custom analysis for your firm.
🔒 Your info is never shared. No spam, no sales calls, just a direct, honest reply from our team.
We'll review your firm's details and send you a personalized reply within one business day. Check your inbox, including spam, just in case.
These aren't projections. They're benchmarks from the AICPA and the largest annual surveys of U.S. public accounting firms. They describe the industry's current reality.
We work exclusively with CPA and accounting firms. Every service is scoped to accounting workflows, accounting software stacks, and accounting firm economics.
A structured deep-dive into your firm's current processes. We map every workflow, identify where hours leak, and quantify exactly what it's costing you in real dollars, before any implementation begins.
We don't write a slide deck and hand it over. We implement. That means configuring the tools, building the automations, integrating with your existing software, and training your team on day one.
Firms that sustain efficiency gains have someone actively maintaining and evolving their systems. We stay on as your AI operations partner, monitoring, refining, and expanding automations as your firm grows.
For managing partners and firm leadership who need to get aligned on AI before committing to implementation. A structured briefing on what's real, what's hype, what your competitors are doing, and what the right move is for a firm at your stage.
A clear, four-phase process with no surprises and no open-ended commitments.
30 minutes. We learn how your firm operates today, service lines, team structure, current software, biggest pain points. No prep required on your end.
We map your processes, shadow your team's work, and produce a bottleneck report with dollar-quantified findings. You see exactly what it's costing before we propose anything.
We build and deploy the automations, integrate with your stack, and train your staff. You see the first time-savings within the first two weeks of implementation.
Monthly check-ins, new automations as needs grow, and a dedicated contact for questions. Most firms find new savings opportunities every quarter.
Adjust the sliders to your firm's situation. The model uses AICPA MAP Survey benchmarks: the median firm loses 40% of capacity to non-billable work, and 30–45% of that is recoverable through automation.
Include all client-facing professional staff
Your standard client-facing hourly rate
Based on AICPA MAP Survey benchmarks, median firms lose 40% of capacity to non-billable work, 30–45% of which is recoverable via automation. The Workflow Audit produces firm-specific numbers.
These benchmarks are from the AICPA, Rosenberg Associates, and the largest annual surveys of U.S. public accounting firms, not worst-case projections.
The AICPA's own benchmarking survey puts median firmwide utilization at 59.6%, down from 62.3% two years prior. The trend is moving in the wrong direction.
Workflow inefficiency was ranked the top challenge across firms in 2023, ahead of staffing and fee pressure, directly linked to lost revenue and missed deadlines.
Nearly a third of firms acknowledge the manual work burden and report having no automation tools in place. The gap between knowing and solving is exactly where we work.
Most AI consultants work across every industry. We work only with CPAs. That means we know your software, your compliance constraints, your billing models, and your seasonal rhythms.
All our audits and ROI estimates are grounded in published AICPA MAP Survey data, not guesswork or vendor claims.
We don't hand you a 60-page deck. We implement the automations, configure the tools, and train your staff. The work gets done.
Deep specialization in accounting workflows, tax season cycles, CCH / Thomson Reuters / Karbon integrations, and compliance requirements.
We're in New York City and can work on-site at your firm for sensitive workflow documentation or team training sessions.
Fixed-fee audit. Phased implementation. Monthly retainer with no minimum term. We earn your continued business by delivering results.
We understand the sensitivity of client data in accounting. NDAs are available at any stage and we operate with strict confidentiality standards.
A focused, fixed-fee engagement that maps exactly what your manual processes are costing, and a clear roadmap to recover it. No commitment to implementation upfront.
Fill in your details and we'll send you a calendar link within one business day. No sales script, no pitch, just a straight conversation about your firm.
We'll review your firm's details and send you a calendar link or direct reply within one business day. We look forward to the conversation.