Work that takes longer than it should creates the wrong capacity number. The wrong capacity number creates the wrong client and pricing decisions.
We find the right numbers, show you what staying the same costs, and, if you want us to, fix it.
For firm owners who are profitable, overbooked, and done being coached.
Fix the underlying numbers and the rest of the firm finally has something real to stand on.
We don't diagnose your firm as a list of separate problems. Each number determines the next one.
Review workflow, software, AI, automation, handoffs, and unnecessary human work.
Not what the firm historically survived. What it can actually sustain.
Run the client list and pricing against the capacity number. Each client gets a verdict.
We don't decide which clients to release before we know what your firm can carry. And we don't calculate capacity using inefficient work we already know can be improved.
The free Capacity Check runs Lever Two using your real book and the season you actually want.
The second phase only exists because of what we find in the first.
Figure out what the firm should look like.
You leave with: report · client verdicts · scenarios · order of attack · Implementation quote
The report is yours either way.
Turn the recommendation into the actual firm.
Done in your systems, with your approval on every change, until it's stable.
We can't honestly quote Implementation until we know what actually needs fixing.
Before you raise fees, release clients, change staffing, or rebuild the calendar, we model the tradeoffs.
| Same firm. Three possible decisions.Illustrative model | Scenario APreserve clients | Scenario BSame revenue, fewer clients | Scenario CMaximum relief |
|---|---|---|---|
| Goal | Preserve clients | Same revenue, fewer clients | Maximum relief |
| Clients | 245 | 201 | 173 |
| Revenue | $1.08m | $1.05m | $934k |
| Production hours | 2,916 | 2,533 | 2,232 |
| Owner hours / week | 58 | 44 | 33 |
| Staffing need | 3.0 FTE | 2.5 FTE | 2.0 FTE |
| Estimated profit | $443k | $458k | $394k |
Preserve clients
Same revenue, fewer clients
Maximum relief
Illustrative model, not client results. Assumptions: a 16-week season, 1,050 production hours per preparer, staff at $95k each, $30k software, $120k other overhead, owner pay of $200k, and a falling share of production done by the owner as the work is delegated. Your scenarios use your firm's actual numbers.
You choose the destination. We show you the math.
The increase you've been putting off, written, sent, and accepted. Plus the policy to keep it from drifting again.
A deliberately chosen book where each client fits the firm's economics and sustainable capacity. The wrong-fit ones let go, the undercharged ones properly priced.
Working hours that mean something. Boundaries your team enforces because the pricing finally supports them.
Your stack cut to what earns its keep, AI installed where your review said it belongs, and a season that fits inside the calendar.
We don't ask you whether the firm feels better and call that a result. We measure it.
See what we measure
Built and sold a virtual accounting firm, where she led major changes in pricing, client selection, tech, staffing, and workflow. Now she works with firm owners full-time.
Owned her firm from 2011 until she recently sold it. After years of exhausting seasons she built a scheduling process that capped weekly workload and ended the weekends, then combined it with value billing and careful client vetting.
The rare AI voice who has actually sat in your chair. Charlie runs a Georgia practice where he does the work, reviews it, and signs it. He has built a dozen AI tools for accountants himself, with agents running in his firm today.
30+ years across public accounting and private industry, the last decade building a modern, remote-first firm focused on flexibility, intentional client selection, and sustainable growth.
We keep both lists privately and make introductions when the fit is real.
Find out how long the work should take, how much your firm can carry, and which clients belong in that capacity.
Start Review