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Sound familiar?
The firm keeps growing, but it still runs through you.
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It's rarely a people problem. It's how the work is set up, and that can be fixed.
After the call
How we work with your firm
STEP 02
Interviews
We spend 1–3 hours with key team members at your firm: who owns what, how work moves, where review gets stuck, and what "done" means.
What you get
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How you operate today
Your firm, written down: roles, workflows and SOPs.
STEP 03
Fix it, then add AI
We fix where work gets stuck first: ownership, handoffs, review. Then we mark exactly where AI can take work off your team.
What you get
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How you could operate
New SOPs: clearer ownership, fewer handoffs, and AI doing part of the work.
Where firms told us the hours go
Then we stay with you
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Is this for you?
This is for you if
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Probably not for you if
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ON RECORD
41 hrs
savings potential per person, per month
477
accounting workflows mapped, 16 service areas
190
accounting tools checked for AI access
"Josh was completely upfront and practical about where AI is at. Most companies promise you the world."
COO, ForEyes Solutions
Firms we've built for
Questions
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