Monthly close from 12 days to 5 at a 35-partner CPA firm.
“Monthly close from 12 days to 5. $1.2M annualized capacity recovered. CAS service line live in month 6.”
† Drawn from real engagements; identifying details changed, outcomes calibrated to what we can defend across the cohort.
Mid-Atlantic CPA firm. 35 partners, 140 staff. Pre-engagement: $42K/yr AI license spend (Copilot + a CAS-focused tool) with no measured impact.
Before we came in.
Monthly close averaging 12 business days. Partner-hours per close averaging 95. Reconciliation was the bottleneck and partners were doing it. CAS opportunity unrealized because no spare capacity.
Close in 5 days. Reclaim 60+ partner-hours per month. Stand up a CAS service line on the same operating layer within 6 months.
The build.
Agentic close pipeline across 11 named workflows. Reconciliation knowledge layer over 3 years of engagement files. Governance dashboard with peer-review-ready audit trail. CAS service-line templates with productized onboarding. 14-week Install.
What changed.
Close at 5 days by month 4 (60% faster than baseline). Partner-hours per close reduced 63%. CAS service line live in month 6, contributing 8% of incremental revenue by month 9. Realization rate up 9 points on flat headcount.
STILL RUNNING ON RETAINERContinuous tuning across all 11 close + reconciliation workflows, plus the CAS service-line operating layer. Monthly KPI review with operations committee.
In their words.
“We bought every AI tool we could find and saw nothing on the P&L. The Sweep was the first time anyone gave us a number that mattered.”
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