Every engagement starts with chasing the client for documents, then re-keying their statements between systems, then a wall of status-update emails. Onboarding is manual. Deadlines live on a spreadsheet. The work is billable — the busywork around it isn't, and in season it's a full day a week you're giving away.
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The advisory work is the revenue. The friction is in everything around getting to it.
No rip-and-replace of your tax or bookkeeping software — just the specific fixes that stop the chasing and the re-keying.
We spend 45 minutes on how an engagement actually moves — how you request documents, how the numbers get into your systems, how clients get onboarded and updated, and where the same details get typed again. I listen for the repetitive and the manual, especially the gaps between the client’s tools and yours.
A few days later you get a short, plain-English report: what’s costing you billable time, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the tools you already pay for — document collection that chases itself, onboarding that runs on rails, status updates that send themselves. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: chasing documents, re-keying statements, and onboarding a client by hand runs well over an hour per engagement, and across a book of clients — especially in season — that's most of a day a week of billable time given away. We work it out from your real numbers on the call — the tools to stop it usually run around $50 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take a 9-person firm. Every new client gets onboarded by a hand-run checklist, documents get chased by email for weeks, and the same figures get re-keyed from the client's exports into the software. In season, that chasing is a day a week nobody bills for.
→ A document-collection flow that chases itself, onboarding on rails, and statements that import instead of getting re-keyed. ~7 hrs/week of billable time back, and the season crunch eases.
Book a time, walk me through how an engagement moves through the firm, and get back a plan to win back billable hours — whether or not you ever hire me again.
Book the audit — $999