Constraint X-Ray · Case Study
A short overview and a full expert debate break down how a $22M CPA firm discovered $533,000 in monthly margin loss — and the 90-day sprint designed to recover it.
Meridian CPAs — a mid-market CPA firm generating $22M in annual revenue — was profiled using the Constraint X-Ray diagnostic. The analysis identified Workflow Throughput as the firm's primary constraint, accounting for $6.40M of the total $14.77M in recoverable value.
The firm's throughput ratio of 2.08× trails the elite benchmark of 2.75×. The root cause: partner-dependent delivery and manual processes that silently compress margins on every engagement.
How a seemingly stable firm is secretly leaking half a million dollars every month — and the three-step roadmap to stop the bleeding. A quick listen for the commute.
Two experts debate whether a firm with crisis-level tech readiness can execute a 90-day AI sprint — or whether forcing automation onto a traditional culture will destroy it. The math says act now. The culture says slow down.
Constraint X-Ray
Free Diagnostic Snapshot
Constraints · Matrix · Cost of Waiting
See the five-page Constraint X-Ray snapshot that the audio explorations are based on. The same format every firm receives after the free 12-minute assessment.
The same diagnostic methodology behind this case study is available for your firm. Fifteen questions. Twelve minutes. See your top three constraints instantly.
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