Free resource
An accounting or bookkeeping practice loses the most hours collecting client documents, to the monthly bookkeeping close and reconciliation, and to return assembly before review. Season capacity is capped by admin work that scales with client count rather than with value delivered.
Freeing those hours is what turns a compliance practice into an advisory one. The first item below is usually the single largest recoverable block of time in a practice, and it is the least technical to fix.
In this order, because the cost of leaving each one manual is not the same.
Client document collection is chasing the same missing W-2, statement and receipt from every client, by email and phone, for months. It is the single largest recoverable block of time in most practices, and it is pure repetition, which makes it the cleanest thing on this page to automate.
The bookkeeping close means categorising, matching and reconciling the same recurring transactions every month by hand. The work is real but the judgment required is low, and that combination is what makes a task a good automation candidate rather than a risky one.
Return assembly is pulling prior-year data, checking carry-forwards and assembling the file before a reviewer ever sees it. Prepared automatically, the review starts at the review instead of at the assembly, which is where the senior time is actually being spent today.
Loaded cost of an admin hour is set at $35 in the example below. Change it to your own rate and the arithmetic still holds.
| Workflow | Time it takes | Per week | Per year |
|---|---|---|---|
| Client document collection | 8 to 20 hrs/wk in season | $490 | $23,520 |
| Bookkeeping close and reconciliation | 5 to 12 hrs/wk | $298 | $14,304 |
| Return assembly and review prep | 3 to 8 hrs/wk in season | $193 | $9,264 |
| Total annual cost of leaving all three manual | $47,088 | ||
Assumes 48 working weeks. Rows marked in lost jobs or lapsed policies are not included in the total, because those losses are revenue rather than hours and would need your own numbers to price.
We automate a single workflow and prove it. Not a platform, not a transformation programme. One process, working, measured.
A scoped build with a visible finish line. You see it working before you commit to the next one.
No lock-in and no proprietary platform you cannot walk away from. The workflow runs on systems you control, and if you stop working with us it keeps running.
That is the whole guarantee. We pick the workflow with you, we build it, and we measure the hours it saves against the baseline we agreed before we started.
For CPA firms, enrolled agents, bookkeeping practices and tax preparers.
Everything on this page fits on a single sheet you can print or forward. We will email it to you, and you can also just download it directly.
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