Applied to Accounting services
Accounting services
Cost out
Software fees and repeat manual work replaced by tools the company owns, so it grows without adding people.
- Monthly reports for bookkeeping clients, drafted from their books
- Missing client documents tracked from incoming email
Revenue up
Faster proposals, prices that protect margin, and early warning on clients at risk of leaving.
- Unbilled hours and out-of-scope requests flagged from time entries
- Proposals drafted from the firm's past work
- Engagement fees priced above a set margin
Decision quality
The judgment of senior people built into forecasts and alerts, so leaders decide from live numbers.
- Early warning on engagements heading for a write-down
- Forecast by service line on the firm's plan
Enterprise value
The profit these tools add, put in numbers a board or a buyer can check.
- EBITDA gained from each tool, by service line
- What the firm is worth, laid out for a buyer or a merger
- Acquired firms' revenue counted the same way