The work

Results, not
renderings.

Every outcome below came from a real engagement. Specific numbers. Named deliverables. Defined timelines. Clients are anonymized where requested — outcomes are not.

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18→6
Days to close — typical reduction
41%
Average AR aging reduction
600
Staff hours recovered / quarter
90
Days to first measurable result
Representative engagements
Professional Services Tax & Advisory 28 staff · Dallas, TX

From reactive billing to predictable monthly revenue

41%
AR aging reduction
$380K
New recurring revenue
The situation

A 28-person tax and advisory firm had strong billings but unpredictable cash flow. Tax season masked a structural problem: Q2 and Q3 were consistently cash-negative, covered by Q1 revenue that had already been spent. Partners were managing by feel.

Financial reporting existed but wasn't structured to surface the problem. There was no forecast. Billing decisions were made on instinct.

What we did

Rebuilt the reporting structure to make partner profitability and cash position visible on a monthly cadence. Restructured the billing cycle to front-load revenue collection. Introduced retainer packaging for advisory clients to create a predictable monthly revenue floor.

Built a 12-month rolling cash model with three scenarios. Delivered in 60 days — the firm entered Q3 with a cash position they had planned for, not one they were reacting to.

Financial reporting rebuild — partner profitability visible for first time
Billing cycle restructure — AR aging dropped 41% in 90 days
Retainer packaging — $380K in new recurring annual revenue
12-month rolling cash model — seasonal planning now built into operations

"We knew our margins were soft but couldn't pinpoint why. Within 60 days we had a clear picture of where the drag was coming from and a plan to fix it. The operational work alone paid for the engagement three times over."

Managing Partner · 32-person tax firm · Dallas, TX
Accounting Firm Audit & Compliance 35 staff

Reclaimed 600 staff hours per quarter through process redesign

600
Hours recovered / quarter
22%
Overhead cost reduction
The situation

A 35-person audit and compliance firm had grown its client base without redesigning its workflows. Staff were spending significant time on manual data collection, re-entry, and review steps that added days to every engagement but produced no additional value.

Partners recognized the overhead problem but had no map of where time was actually going. The firm couldn't hire its way out — margin didn't support it.

What we did

Mapped the end-to-end workflow for audit engagements from client onboarding through report delivery. Identified 14 discrete manual steps that could be eliminated or automated without adding risk to the output.

Built and implemented the replacement workflows. Full rollout completed in 60 days with no disruption to active client engagements. The freed capacity went directly to expanding the firm's client base — not to headcount.

Full workflow map — 14 manual steps identified and eliminated
Process automation implementation — 60-day rollout, zero disruption
600 staff hours recovered per quarter
22% overhead cost reduction — headcount held flat
More case studies in progress

Additional engagements are being documented as clients approve their outcomes for publication. Check back or speak with us directly.

"

I'd been running the firm on gut feel for years. Having a real forecast model completely changed how I think about adding headcount and capacity.

Founder & CEO · Boutique advisory firm · Austin, TX
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