For Accounting Practices

Measured ROI on every
AI build — or you
don’t pay the fee.

We map the highest-ROI workflow inside your practice on a 30-minute call — across tax season intake, client onboarding overhead, and billing reconciliation — and deliver a written report. You pay only if the hours we recover actually show up in your books.

32 hrs
average weekly hours spent reconciling invoices during peak season
47%
of client email intake that never reaches the engagement letter
5×
typical cut in turnaround from engagement letter to first invoice
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The Levers

Three places we look first in an accounting practice.

Tax-season intake — the emails, client portal uploads, and voicemail-to-engagement-letter handoffs that pile up before a return is even opened. Client onboarding overhead — document collection, KYC/AML questionnaires, and engagement-letter follow-ups that don’t bill. Billing reconciliation — the hours between work-completed and invoice-issued where every calendar day is unbilled WIP.

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