Sample case · not a real clientProfessional services
A regional tax & accounting firm (sample)
About 150 people serving SMEs with bookkeeping, tax filing and advisory.
Fully simulated sample case.
AI-generatedBasis: sample data · modeled (not measured)
Starting point
The owner's three problems
Highly repetitive bookkeeping and filings; heavy overtime in peak season
Most client questions are standard
Long ramp-up for new hires
Process
How we did it
Discover
Diagnose, 2 weeks: service process mapped by client type
Build
90-day pilot: receipt recognition and bookkeeping
Adopt & improve
Months 4–12: filing drafts, client Q&A and training
Scope
Departments, AI employees and workbench modules
Departments
Bookkeeping, tax, client service, contracts, training
Workbench modules
Clients & tickets, bookkeeping workspace, compliance review, training
AI employees (agents)
Results
Leaner · Faster · Stronger
All figures are sample data.
Leaner
Faster
Competitive edge
The same team serves more clients, making pricing more competitive.
“We didn’t hire anyone, and we serve twice as many clients.”
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