ONE CONSTRAINT
BUILT FOR CPA FIRMS

Every service targets one constraint

We do not sell hours. We sell outcomes. Every engagement is designed to identify, remove, and prove the impact of eliminating your firm's critical constraint.

START HERE

Constraint Diagnostic

2 weeks · Fixed fee

A focused assessment that identifies the single constraint limiting your firm's growth. We map where partner and staff time goes, quantify the financial cost of the bottleneck, and deliver a clear action plan.

Outcome

You leave with clarity. You know exactly what is costing you the most and what to do about it.

Deliverables

Partner time allocation analysis
Constraint identification and financial quantification
ROCE projection for removing the constraint
Prioritized 90-day action plan
Executive summary for partner meeting
LEADERSHIP

Make Fire Workshop

2 days · On-site or virtual

An intensive workshop with your leadership team designed to build consensus and create a concrete 90-day AI deployment plan. No theory — you leave with decisions made and a plan your team is committed to executing.

Outcome

Your leadership team leaves aligned, energized, and holding a plan they built together.

Deliverables

Constraint mapping session with full leadership team
AI opportunity identification and scoring
ROCE modeling for top 3 opportunities
Concrete 90-day sprint plan
Team alignment and commitment framework
IMPLEMENTATION

90-Day Sprint

90 days · Full engagement

The full Critical Constraint Method deployment. We engineer, implement, and prove the AI solution that removes your firm's critical constraint. Your team runs the solution on real engagements. We measure actual ROCE.

Outcome

At day 90, you have proof — not a promise. A working system, a trained team, and measurable financial return.

Deliverables

Production-ready AI workflow (not a proof of concept)
Staff training and adoption support
Change management and process redesign
Weekly progress tracking and adjustment
Final ROCE measurement and documentation
MEASUREMENT

ROCE Scorecard

Ongoing · Quarterly

Continuous measurement and reporting of your AI investment returns. Track ROCE across all AI initiatives. Identify the next constraint to remove. Keep the flywheel spinning.

Outcome

You always know what your AI investments are returning — and where to invest next.

Deliverables

Quarterly ROCE measurement across all AI investments
Constraint evolution tracking
Next-constraint identification and prioritization
Partner dashboard with financial impact metrics
Annual strategic review and planning

Not sure where to start?

Most firms begin with a Constraint Diagnostic. It is low-risk, high-clarity, and gives you the data to make confident decisions.

Diagnostic
Workshop
90-Day Sprint
Scorecard
Book Your Constraint Diagnostic