Fixed-price workflow audit for accounting firms
Know what to fix before you pay to build it.
Bring one handoff your team keeps chasing, copying, or checking. I map how it works now, where it can fail, and where a person needs to stay in control.
What we examine
We follow one repeated handoff from its real starting signal to a useful end state. That includes the people, systems, approvals, exceptions, and client-facing moments in between.
- Where the work begins
- What information moves and where it lives
- Who owns each decision
- Where the process stalls or splits
- What must stay under human review
What you receive
The audit turns scattered knowledge into something your firm can use to make a decision.
- A current-state workflow map
- Friction, risk, and exception findings
- A documented human-review boundary
- The smallest useful experiment
- A clear build, simplify, or stop recommendation
What I need from you
Bring the person who knows the work and a few representative examples with sensitive details removed where possible. You do not need a requirements document, a preferred tool, or an automation plan.
What this is not
This is not a broad technology assessment or an excuse to replace every tool. The scope stays on one workflow so the recommendation is specific enough to act on.
- No automatic replacement of professional judgment
- No software shopping list without a workflow reason
- No promise that every process needs automation
- No build hidden inside an open-ended consulting engagement
Audit or fixed-scope build?
Choose the audit when the team agrees there is a problem but not yet on the boundary, risk, or best first step. A fixed-scope build makes more sense when the trigger, outcome, owner, and exception path are already clear.
Common questions
What owners usually ask
Do I need to know what should be automated?
No. Bring the handoff that keeps coming back. The audit is meant to determine whether automation is the right answer.
Will the audit recommend specific tools?
Only when the workflow requires it. The first goal is to clarify ownership, status, risk, and human review. Tools follow those decisions.
Can the audit lead to a build?
Yes. If the workflow is ready, the findings can become the scope for a separate fixed-price build. You keep the audit whether or not we continue.