Your pros spend 60% of time on data entry, reconciliation, and compliance grind. We automate the commodity work. Your team pivots to high-margin advisory services.
300-500% ROI year one. 60% time reclaimed.
400+ accounting firms acquired by PE in 2023. They're automating everything and undercutting rates. Traditional firms are stuck.
Your CPAs spend most time on data entry, document management, reconciliation. Not judgment, not advisory.
PE-backed firms automate tax prep and offer it at commodity rates. You can't compete on price manually.
Processing 1,000 invoices/month manually = $12K monthly labor. Automated = $2K. You're leaving $120K/year on table.
Advisory work has 2-3x better margins. But your team is stuck doing compliance. No capacity for CFO services.
Tax season = 70-hour weeks, temp staff, quality issues. Every year, same problems. No scalability.
"Where's my tax return?" asked 47 times. Email threads lost. Portal logins forgotten. Manual status updates.
See exactly what accounts payable automation would save your firm.
Invoice capture, data extraction, GL coding, approval routing, payment processing. 300-500% ROI year one.
Document collection, data entry, reconciliation, compliance checks. Your CPAs focus on judgment calls only.
CFPB, TRID, Fair Lending, SOX compliance tracked automatically. Real-time audit trails. No more manual documentation.
Automated status updates, document requests, client portals. "Where's my return?" answered automatically.
Bank feeds, expense categorization, three-way matching. AI handles routine decisions, flags exceptions.
60% time reclaimed = pivot to CFO consulting, forecasting, strategic planning. 2-3x better margins.
Based on implementations with 8 CPA firms ($5-50M revenue)
This isn't about replacing CPAs. It's about positioning them for higher-value work before consolidators force you to compete on price.
Tax prep, AP processing, reconciliation. These are becoming commodity services. Automate them to match PE-backed pricing.
CFO consulting, forecasting, strategic planning. This is where the value is. 2-3x better margins, not commoditized.
Same team handles 3x the clients. Freed capacity = new services. Revenue up 40%, margins up 25%.
Book a 20-minute assessment. We'll review your current workflows and show you exactly where automation creates capacity for advisory work.
No sales pitch. Just an honest analysis of what automation could do for your firm.