Find where your firm loses time to document chasing and file prep
Start with a free 25-minute call. Tell us what your season looks like and which tools you run, and we'll tell you honestly whether automation would help. If it would, a paid Discovery Sprint maps your process and gives you a prioritized plan.
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Where staff time goes in a year-end season
Requests Sent by Hand
Every engagement starts with someone copying last year's document request into an email, then tracking replies in a spreadsheet.
Missing Records Found Late
The bank or loan statement you asked for turns out to be missing in week three, not day one, and someone chases it by hand.
Uploads in Every Format
Phone photos, forwarded emails and one combined PDF, all needing to be split, renamed and filed before anyone can use them.
New Accounts, Mapped by Hand
CaseWare carries last year's mapping forward, but new and renamed accounts, changed charts and roll-forward checks still need a person.
Re-Keying Between Systems
The same figures go from QuickBooks Online or Xero into working papers and then into TaxCycle, by hand each time.
Review Starts With Archaeology
A manager's first hour goes to 'where did this number come from?' instead of the judgment calls that need a partner.
What a Discovery Sprint covers
A paid, fixed-price deep dive ($3,000 to $5,000 CAD). We sit with the people who prepare and review your files, walk through real engagements and map where the hours go. You leave with a prioritized roadmap and a build plan, whether or not you build with us.
- Client intake and document requests, and how they connect to your practice tool
- Reminders for missing records: timing, wording and who approves them
- Sorting what arrives: splitting, classifying and filing documents
- Trial balance import from QuickBooks Online or Xero, and mapping new accounts
- Tie-outs, roll-forward checks and review packages
- Handoffs into CaseWare, TaxCycle or CCH iFirm
Accounting treatment, tax positions, adjusting entries and client conversations stay with your professionals. The sprint is about the work around them.
Want something lighter first? A Process Assessment ($1,500 to $3,000) is a 2 to 3 hour working session. See pricing
Start with a 25-minute call
Tell us about your firm and the tools you run. If automation would help, we'll explain what a Discovery Sprint would cover and what it would cost. If it wouldn't, we'll say so.
Book a 25-minute intro callFree. No obligation. Client data can stay in Canada.
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