EveryBooks / Industries / CPA & advisory firms
CPA & advisory firms
Capacity without another hire.
Busy season runs on overtime and a handful of senior people. We modernize the reporting your practice system cannot give you, put the recurring compliance work on a record agents can run, and train your staff to operate them.
What we see in this sector
Firms are at an unusual point. The practice system holds the data, the compliance work is well understood, and the constraint is almost entirely senior review capacity. Hiring is hard and expensive. The work that could be automated is the work that nobody has had time to automate.
We build inside the systems you already run. Partners get the reporting their practice software was never going to produce, recurring compliance work moves onto a workflow with mandatory review, and your own people learn to run the agents rather than depending on us to do it.
The work
Practice management modernization
Partners see WIP, AR and realization without waiting for a report.
Tax compliance operations
Recurring tax work becomes faster, more accurate and easier to review.
Client accounting automation
Client bookkeeping and reconciliations run with far less manual work.
AI adoption and enablement
Your team learns to use AI safely in daily client work.
Business development automation
Public sector bids are found for you and matched to your services.
Systems we work with here
- Practice CS
- UltraTax CS
- Virtual Office CS
- Vertex
- QuickBooks
- Excel
- Power BI
- n8n
How we work
Most companies bolt AI onto systems designed for people, then ask people to check the AI’s work. We design the record around agents and put your team in charge of running and governing them. Five steps: read the books, design for agents, ship agents in shadow mode against today’s results, train your operators, then run and improve.
Other industries we work in
- Private equity & multi-entityA platform grows by buying companies.
- Financial institutionsOperations teams re-key documents and check fees by hand because the alternatives all involved sending data somewhere else.
- Manufacturing & distributionTax, receivables and compliance reports are rebuilt from the ERP every period by people who deserve better work.
- Consumer & e-commerceMarketplaces, stores and your own website never agree with the ledger on the first pass.
- Real estateTenant balances sit in the property system and the follow-ups sit in inboxes.
- Public sectorReconciliations are months behind and the auditor is coming.