Who we serve
Small CA Firms · 6–25 People
Scale the firm beyond partner supervision - one operating process across every team, automation on the repetitive work, and a view of where each engagement stands.
The starting point
Where you are today
At your size the constraint is no longer effort - it is the absence of one operating process everyone runs. GST, audit and accounting each evolved their own steps, file names and review standards, so quality tracks whoever happened to do the work and moving staff between teams costs weeks. Partners are the workflow engine: allocation, chasing and escalation all route through them, and growth adds load to the people with the least spare capacity. Rework is unbilled - it never appears on an invoice, only in the year-end profit.
Challenges we commonly see
- Three teams, three processes - quality depends on who does the work.
- Partners are the workflow engine; growth adds load to the busiest people.
- No single view of deadlines, WIP, review queues, billing and collections.
- Rework and reopened review notes absorb the margin, unbilled.
- Client documents arrive on four channels with no single record.
- Moving staff between teams costs weeks of relearning each time.
How we help
Relevant capabilities
Process
Map how the work actually runs, remove the waste, then standardise it into SOPs, checklists and review controls people actually follow.
Explore capabilityAutomation
Requests, reminders, reconciliations, approvals and system hand-offs run themselves - your people handle the exceptions.
Explore capabilitySystems
Select, implement and integrate the practice-management, accounting, document and client-portal systems the firm runs on.
Explore capabilityData & Analytics
Pipelines that consolidate and validate the numbers, feeding partner, manager, client and audit dashboards.
Explore capabilityWhat changes
What we put in place
- Process standardisation - one documented way to run GST, TDS, audit and accounting, with maker-checker gates and turnaround targets.
- Workflow and a client portal - tasks routed by rule instead of by partner, one secure channel for client documents.
- GST and TDS automation - ingestion, reconciliation, exception routing and evidence archival on the highest-volume monthly work.
- System integration - Tally, Zoho, practice management and the document store exchanging data once, so nobody re-keys.
- A firm knowledge base - searchable SOPs, templates and precedents, so a junior finds the firm's answer instead of inventing one.
- A firm-wide compliance calendar - every obligation owned, dated and evidenced, surviving every staff change.
Data & AI
Real problems, solved with data & AI
Partner dashboards: deadlines, allocation, review ageing, WIP, billing and collections in one refreshed view.
An automated MIS factory behind every recurring client report.
Exception ageing per client on reconciliations - a person decides every tax position.
In practice
How we typically help
A typical sequence is a three-week diagnostic across all service lines, then one 90-day pilot with a measured baseline - most often GST reconciliation and exception workflow: structured intake, rules-based matching, an exception queue with owners and ageing, maker-checker sign-off before filing, and the evidence pack archived automatically. The wider operating model rolls out over three to four quarters, never all at once, and never during your filing peak.
Recognise your practice here?
A 60-minute discovery workshop with your partners is how every engagement starts - no preparation needed, and no obligation after it.