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Public accounting, bookkeeping, tax-prep, fractional CFO — the firms we work with have the same problem: senior staff spend 35-50% of their time on work that isn't billable. Document collection, client chasing, recoding misclassified entries, manually keying invoices. The fix isn't 'try harder' — it's process automation, AI-assisted document handling, and the kind of workflow infrastructure that lets a partner trust the team to handle volume without their direct oversight on every file.
What we hear most often
Owner says
“We spend more time chasing source documents than we spend on the actual work.”
What it usually means
Automated client document portals + reminder cycles. Hubdoc / Dext for receipt capture. Most firms recover 8-15 hours per partner per week from this alone.
Owner says
“Month-end is a fire drill. Nothing reconciles until the last week.”
What it usually means
Daily reconciliation jobs instead of monthly. Bank feed monitoring. Issue flagging the moment it happens.
Owner says
“I can't tell which engagements are actually profitable until they're done.”
What it usually means
Karbon / Jetpack / Practice Ignition project tracking + WIP reporting. Profitability visible weekly, not annually.
Owner says
“We've been told we need FINTRAC reporting and we have no idea what that means in practice.”
What it usually means
If you're handling client trust funds in certain volumes you're a reporting entity. We build the documentation + workflow.
Owner says
“Our clients want a portal but we don't have one and the ones we've tried are terrible.”
What it usually means
TaxDome, Karbon, or a custom-built portal depending on scale. The bad ones are bad — the good ones drop client emails by 60-80%.
How we help / 5 workstreams
OCR + LLM pipelines that classify documents, extract line items, post straight to QBO / Xero / Sage Intacct with confidence scores. Human review only on low-confidence rows. Volume capacity is multiples of manual entry.
Karbon, Jetpack Workflow, Canopy, TaxDome — we configure for your specific workflow, run the migration off whatever you're on now, and train the team. The right PMS is whichever your senior staff will actually adopt.
Rule-based + AI-assisted transaction coding inside QBO / Xero / Sage. Every change logged with reason + reviewer. We've never had a clean-firm engagement break the audit trail.
MFA-everywhere, conditional access, full-disk encryption, DMARC enforcement so attackers can't impersonate your domain to redirect a wire. Audit-ready documentation for CPA insurance carriers.
Tools we work alongside
We’ve been deep in 20 of the tools your accountingcolleagues already use. We don’t make you switch unless your current stack genuinely can’t do what you need. Usually it can — it just isn’t configured to.
Invoice/receipt AI pipeline (1,000-2,000 docs/month): \$15,000–\$35,000 one-time + \$300–\$900/month operating. Client portal + onboarding rebuild: \$8,000–\$22,000. Managed IT for a 5-15 person CPA firm: \$1,400–\$4,200/month. Cybersecurity readiness project: \$10,000–\$28,000.
Honesty section
If any of those describe you, tell us before booking and we’ll either recommend someone better suited, or scope a smaller engagement that makes sense.
Related work
Regulators in play
FAQ / What people ask first
Yes. Every extraction is logged with confidence score, source document hash, and (where applicable) the human reviewer. Reviewable in the same way a manual entry is — better, because the source document is always linked.
All three plus Sage 50 and Sage 100. We don't push you off your accounting platform — we feed it cleaner data, faster.
We provide documented evidence of controls (encryption, access management, backup integrity, training records) that satisfies most CPA insurance carrier vendor questionnaires.
Yours. We build branded client portals on Karbon / TaxDome / Practice Ignition. CRA / Revenue Canada portals stay separate (you can't proxy those).
We don't file taxes — that's your CPA work. We automate the data preparation and document handling around it. Often that's 60-80% of the work that used to be charged to clients.
Other industries we work in
20 minutes is enough to know whether we’re a fit. We won’t pitch — we’ll ask better questions than the last vendor you spoke to.