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CPA FIRMS · $5M–$50M

Automoat for CPA Firms.

You're spending six figures a year on AI licenses — Copilot, CoCounsel, vertical accounting tools — and your monthly close still takes 12 days. Partner hours still get burned on reconciliation. CAS is still a 'next year' line on the strategic plan.

We install the AI layer that actually moves close speed, partner utilization, and advisory throughput. End-to-end sweep, a custom build deployed into your operation, run on retainer until the partner P&L moves.

Book an Ops Call →See the Foundation Build
§ I — THE GAP IN CPA FIRMS

Most firms have closed the AI-license gap. Almost none have closed the operating gap.

Spend went to the vendor. Output stays with the operation. The first part has been well-documented in our category; the second part is the work we do.

12 days
median monthly close at $5M–$50M firms
† INDUSTRY BENCHMARK · 2025
$3K / FTE
annual AI license spend per professional
† INTERNAL BENCHMARK · 2026
<10%
of CPA firms have an AI-instrumented KPI dashboard
† INTERNAL BENCHMARK · 2026
§ II — WHAT WE BUILD

What the install looks like in a CPA firm.

Same five-layer build underneath every Foundation engagement, scoped to the workflows where partner hours actually leak.

Monthly close pipeline
Agentic reconciliation, exception routing, and partner sign-off flows. Typical lift: 12 → 5 days close.
Audit testing & evidence collection
Knowledge layer over engagement files + agent layer for sampling, request management, and PBC tracking.
Client communications drafting
Tone-tuned drafting agents for engagement letters, response memos, and tax-season comms — partner-reviewed, partner-signed.
CAS service line operations
Standardized intake, monthly reporting, advisory cadence — productized so junior staff run it under partner standard of work.
Knowledge layer over engagement history
Retrieval over your firm's engagement files, working papers, and historical positions — so new partners get up to speed and existing partners stop being the bottleneck.
§ III — WHICH OFFER FITS

Foundation Build for the whole firm. Beachhead Build to prove out close or CAS first.

⊕ FEATURED FIT
PRIMARY FIT

Foundation Build

Firms ready to install across 8–15 workflows — close, CAS, audit, advisory, client comms. Managing-partner mandate. Real capital commitment to the next chapter of how the firm operates.

See the Foundation Build →
ALTERNATIVE FIT

Beachhead Build

Firms who want one domain — typically monthly close or the CAS service line — rebuilt first, with a clear path to the firm-wide engagement once it works.

See the Beachhead Build →
§ IV — A SCENARIO

What this looks like at a 35-partner Mid-Atlantic firm.

CASE · COMPOSITE

“Monthly close from 12 days to 5. $1.2M annualized capacity recovered. CAS service line live in month 6 contributing 8% of incremental revenue.”

THE OPERATION
35 partners, 140 staff. $42K/year AI license spend before engagement; no instrumented productivity lift.
WHAT WAS BROKEN
Close averaging 12 days. ~95 partner-hours per close. Reconciliation a partner-time sink. CAS opportunity unrealized because no spare capacity.
THE MISSION
Close in 5 days. Reclaim 60+ partner-hours/month. Stand up CAS on the same operating layer within 6 months.
WHAT WE SHIPPED
Agentic close pipeline, reconciliation knowledge layer, governance dashboard, CAS service-line templates. 14 weeks Install. 11 workflows.
THE RESULT
Close at 5 days by month 4. Partner-hours/close reduced 63%. CAS service live month 6, contributing 8% of incremental revenue by month 9.
§ V — FREQUENTLY ASKED

Questions specific to CPA firms.

How does this work with our existing tech stack — practice management, document management, tax software?−
The Install assumes you keep your practice management and tax software in place. We build the operating layer around them — knowledge ingestion, agent orchestration, governance dashboards. Some peripheral licenses get consolidated during the Sweep; the core stack stays.
Will the AI write client memos in our firm's voice?+
What about peer-review and AICPA compliance considerations?+
How does this affect our staff utilization model?+

Book an Ops Call.

30 minutes. Operator-to-operator. No deck. No follow-up nurture sequence designed to wear you down.

Book an Ops Call →