Southwest Regional CPA Firm
$35M Revenue · 6 Partners · Phoenix, AZ
Challenge
All tax returns and audit workpapers required partner review. 4-week backlog during busy season. Partners billing 2,400+ hours. Unable to take on new clients despite strong demand.
Solution
Deployed AI-powered first-pass review system that flags exceptions and presents partners with judgment-only items. Redesigned review workflow to eliminate non-partner tasks.
Multi-Office California Firm
$52M Revenue · 8 Partners · Los Angeles, CA
Challenge
Staff utilization at 115%. Overtime costs eating margins. Hiring cycle of 6+ months for qualified CPAs. Client satisfaction declining due to delayed deliverables.
Solution
Implemented AI-driven client onboarding automation, document processing, and intelligent workpaper preparation. Freed staff capacity equivalent to 3 FTEs.
Growing Nevada Practice
$18M Revenue · 3 Partners · Las Vegas, NV
Challenge
Manual workflows from the $5M era breaking at $18M. Month-end close taking 15+ days. High error rates causing rework and client complaints. No standardized processes across the firm.
Solution
Deployed continuous close AI workflow, automated reconciliation, and standardized engagement management. Built process documentation and training for entire staff.