Process Roadmap
Month 1: Audit Phase
We assess your current technology, find gaps & weaknesses, and create a prioritized roadmap for the coming 6 months.
Bi-Monthly Iterative Cycles
Every 2 weeks we assess what worked, adapt our approach, and plan the next sprint based on your evolving needs.
6-Month Review & Replan
We evaluate what worked, what needs more focus, and what to cut. Then reassess, reaudit, and create the roadmap for the next 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
1 - 2 solutions/per month
What's Included:
- Automations
- AI workflows & agents
Performance
For 11 - 50-person firms that want full strategy + automation execution
per month
2 - 3 solutions/per month
What's Included:
- Automations
- AI workflows & agents
- Dashboards
- App implementation & optimize
Scale
For growing firms with more needs or tighter deadlines
per month
3 - 4 solutions/per month
What's Included:
- Automations
- AI workflows & agents
- Dashboards
- App implementation & optimize
- Custom tools
✓ Best value with a 3-month minimum commitment
💡 Not ready for implementation? No worries. We spend the first month in "Audit Phase", where we assess current technology, find weaknesses & create a roadmap for 3-6 months.
Compare All Features
| Features | Efficiency | Performance | Scale |
|---|---|---|---|
| Avg. solutions delivered per month | 1 - 2 solutions/per month | 2 - 3 solutions/per month | 3 - 4 solutions/per month |
| Audit | |||
| Initial technology assessment | $ Charged separately | ✓ | ✓ |
| Process maps and clarity sessions | $ Charged separately | ✓ | ✓ |
| ROI Opportunity Grid | $ Charged separately | ✓ | ✓ |
| Optimize | |||
| Develop automations | ✓ | ✓ | ✓ |
| Develop AI workflows & agents | ✓ | ✓ | ✓ |
| Develop dashboards | ✓ | ✓ | |
| Develop custom tools | ✓ | ||
| Adopt | |||
| Support app implementation | ✓ | ✓ | |
| Optimize existing apps | ✓ | ✓ | |
| Get Help | |||
| Proactive monitoring | ✓ | ✓ | |
| Planning meetings | Twice a month | Twice a month | Twice a month |
| Up to 2 additional advisory meetings by request | ✓ | ✓ | |
| Communication channels | Limited Emails or shared Slack | Email or Slack | Email or Slack |
| Direct message premium access | ✓ | ✓ | |
| Response time | Up to 3 business days | 1-2 business days | Same day |
Frequently Asked Questions
What is one solution?
+A solution is a clearly defined automation or system improvement—typically one step in a broader workflow. Each solution replaces manual effort with a streamlined, repeatable process.
Examples:
Tax firm: When a client signs an engagement letter → then it's auto-saved to your tracker → and a task list for document collection is triggered.
Accounting firm: When a client's invoice is overdue in QuickBooks → then that client is flagged in your task system → and their work is paused until payment is received.
Over time, these solutions stack to form a fully streamlined, end-to-end workflow. The implementation of an app or the findings of a process audit are also considered one solution deliverable.
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 solutions 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.
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