The Tax Season Hours Teardown
Where 7,000 chargeable hours actually go.
8-minute walkthrough, partner-to-partner. Three automation candidates, ranked by dollar impact. PDF audit template below the video.
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Part 2, The self-audit template
The 2-page worksheet we use on every paid engagement.
You'll receive a follow-up with the worksheet and a summary of the three highest-impact automation candidates. Run it with your partner group in 45 minutes, most firms find their top candidate in the first 20.
If you want us to walk through it with you on a 30-minute review, free, principal-to-principal, written memo either way, the book button below.
Book the 30-min architecture review.
On Zoom. We read your audit, sketch the top 3 systems, and send a written memo, whether or not you hire us.