Process Roadmap
Month 1: Audit Phase
We assess your inefficiencies and create a prioritized roadmap to eliminate them in 3-6 months.
Bi-Monthly Iterations
Every 2 weeks we ship a time-saving deliverable and reconnect to align on the next one.
Quarterly Review
We review the roadmap for the next 3-6 months.
Monthly Automation Plans
Choose the plan that best fits your firm's needs and goals
Efficiency
For 5-10-person firms that know what they want
per month
30 points / month
Book a 1:1 ConsultationPerformance
For 11 - 50-person firms that want full strategy + automation execution
per month
40 points / month +5 points FREE
Book a 1:1 ConsultationScale
For firms with tigther deadlines or team upskilling needs
per month
60 points / month +5 points FREE
Book a 1:1 Consultation✓ All plans include a 3-month minimum commitment. Automation takes time, but it's worth it.
💡 Not ready to commit? Inquire about our risk-free, standalone efficiency audit, starting at $5,000 to execute Phase 1 without the commitment.
Compare All Features
| Features | Efficiency | Performance | Scale |
|---|---|---|---|
| Points included per month | 30 pts | 45 pts (40 + 5 free) |
65 pts (60 + 5 free) |
| Audit | |||
| Who leads your strategy | DIY | Senior | Partner-level |
| Automation roadmap | DIY | ✓ | ✓ |
| Process audits | ✗ | ✓ | ✓ |
| Quarterly strategy review | ✗ | ✗ | ✓ |
| Automate | |||
| Develop automations & AI agents | ✓ | ✓ | ✓ |
| Profitability dashboards | ✗ | ✓ | ✓ |
| Custom tool development | ✗ | ✓ | ✓ |
| App vetting & tech stack recommendations | ✗ | ✓ | ✓ |
| Adopt | |||
| Proactive usage monitoring | ✗ | ✓ | ✓ |
| Tailored team training | ✗ | ✗ | ✓ |
| Quarterly client roundtables | ✓ | ✓ | ✓ |
| Response time | Up to 3 business days | 1-2 business days | 24 hours |
| Strategy meetings | Up to 2 / month | Up to 3 / month | Up to 4 / month |
Frequently Asked Questions
What is one point?
+A point represents $100 worth of effort. We scope every deliverable into effort tiers so you always know what fits in your monthly capacity:
What does this look like in practice?
• A client signs an engagement letter → it auto-saves to your tracker and triggers a document request checklist (Low build)
• A client's invoice goes overdue in QuickBooks → they're flagged in your task system and work pauses until payment clears (Medium build)
• You need a dashboard showing profitability by client, team capacity, and realization rates—all in one view (High build)
Over time, these deliverables stack to form fully streamlined, end-to-end workflows.
What types of processes can you automate?
+We specialize in automating bookkeeping workflows, tax preparation processes, client onboarding, document management, and financial reporting for accounting firms. Our deliverables are customized to your specific workflow needs.
Do we need to change our existing software?
+Not necessarily. We work with your existing tech stack when possible and only recommend changes when there's clear ROI. Our team can integrate with most popular accounting software and platforms to enhance your current systems.
How do you handle our data?
+We work inside your accounts: We configure and run automations as a permission-scoped user in your own systems—just like adding a new team member.
No data storage on our side: Because everything runs in your environment, nothing is copied to or retained on our servers.
Full ownership & control: You keep both the data and the finished automation assets; we don't host or manage them after delivery.
Enterprise-grade stack: The platforms we use already serve and are vetted by large enterprises (e.g., SOC 2, ISO 27001 compliant).
What ROI can we expect from automation?
+Most firms see a 10-20% efficiency gain, with many achieving 20-40%+ improvements in process time. This translates to higher profitability per client and the capacity to take on more business without adding staff.
Do costs grow linearly as we add clients?
+No, our automations scale efficiently: you don't pay a fee for every added client—instead, you pay only for the shared work the system performs. If client volume doubles, for example, cost might only rise 20-30%.
Can we cancel our service at any time?
+Starting October 1, 2025, we have a 3-month minimum of our monthly packages. Most of our clients choose to stay with us 6–12 months because of the ongoing value.
If your need is short-term in nature, please inquire about our off-menu, individual sprint options.
Ready to Transform Your Operations?
Let's discuss how automation can save you time and grow your business.
Book a FREE 1:1 Consultation