Know exactly what
to automate first.
A 30-day diagnostic that maps your real bottlenecks, validates what's already working, and gives you a ranked roadmap of exactly where automation will move the needle.
Built for $1M–$10M firms running finance, tax and advisory workflows.
What we hear on almost every call.
If two or three of these sound like your firm, the Efficiency Audit is for you.
We've bought the tools. They're just not giving us the throughput we expected.
· Firm at capacityRevenue doubled. Our capacity didn't. Now we're firefighting instead of delivering.
· Growth-stage firm ownerWe've tried automations before. Most got abandoned because they didn't fit our actual workflow.
· Firm that tried DIYEverything feels like a priority. We can't tell what's actually worth automating first.
· Multi-partner firmI'm the bottleneck. Every decision, every review, every escalation comes back to me.
· Managing partnerIt's not broken. It's just inefficient. We don't have time to figure this out ourselves.
· Owner-operator, 15 staffYou need clarity on which lever to pull first.
What you walk away with.
Three concrete outputs your team can use. No generic consulting report.
Process Maps
Current vs. future state for up to 2 end-to-end workflows (e.g. T1 intake, month-end close). Visual enough for your team, detailed enough to build from.
App Fit Analysis
What to keep, what to drop, what to add. An honest read on your current stack, including tools that are underutilised but don't need replacing.
ROI Opportunity Grid
Every automation opportunity ranked by impact vs. effort. A prioritised backlog your leadership team can align on and execute against.
See the format. Get the full picture.
Here's a glimpse of what the pack contains. Request it to receive the complete version, built from real data across 100+ firms.
| # | Opportunity | Category | Effort | Impact |
|---|---|---|---|---|
| 1 | Billing reconciliation automation |
Billing | High | High |
| 2 | ██████████████████████████ | Onboarding | Med | High |
| 3 | ████████████████████ | Production | Low | High |
| 4 | ███████████████████████████ | Onboarding | Low | High |
| 5 | █████████████████ | Intake | Low | High |
| 6 | ████████████████████████ | Billing | Med | High |
| 7 | ██████████████████████ | Production | Med | High |
found
be saved
roadmap
win live
Sent instantly to your inbox. No pitch, no obligation.
From firms who've been through it.
What accounting firm owners said after their Efficiency Audit.
I walked in expecting a list of tools. I walked out with a roadmap I could actually execute, with exposure to accounting-specific solutions I didn't even know existed.
We weren't looking to replace our team. We wanted to free them up for higher-value work. The audit showed us exactly where automation was possible, and where our setup was already fine.
Every tool we had made sense on its own. The audit showed me how they actually fit together, and which ones weren't pulling their weight.
Watch a firm walk through their audit experience
"At first, I didn't know what I was going to get out of this. But every time we talked, it became exponentially more impactful. Now I'm excited to implement it."
Questions we get before every audit.
Your internal lead knows your firm deeply but likely doesn't have exposure to the 300+ tools and patterns we see across other accounting firms every month. We bring that pattern recognition, so your team knows exactly which proven automation fits your stack.
That's a legitimate outcome and we'll tell you honestly. Sometimes firms need to standardise before they automate. Sometimes the current stack is fine and the real bottleneck is training or staffing. Validating that is as valuable as identifying automation opportunities.
3–5 hours for the audit. Spread across 3–4 meetings over 30 days. We handle the heavy lifting: process mapping, app research, and ROI modelling. Your team mostly answers questions and reviews deliverables.
Going deep on 2 is more valuable than going shallow on 10. We map the full workflow end-to-end, including edge cases usually missed in surface-level audits. More workflows can be scoped in subsequent audits.
Our senior consultants run the audits directly, not a junior analyst. That constraint protects output quality and keeps our recommendations unbiased. When slots are full we book into the next month.
Completely fine. You own the process maps, app specs, and ROI grid. Many firms take the roadmap to their internal team or another vendor. We only credit back the audit fee if you implement with us. Nothing locks you in.
Stop guessing what to automate first.
Walk away with process maps, an app fit analysis, and a ranked automation roadmap, so you know exactly where to start and what to leave alone.
