Accounting Firm
A small accounting practice where the bookkeeping, AP, AR, tax-prep, and most of the audit pre-work runs unattended. Partners spend their day on client conversations and the hard judgment calls.
The named humans on the engagement letter.
Signs the returns and the audit opinions. Owns the firm's quality and reputation.
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Final review on every return. Handles the calls with the IRS and the state.
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The face of the firm. One human; agents handle intake, scheduling, and document chase.
Owns the client list. Knows what is due when.
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New-client onboarding, document collection, engagement-letter generation.
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Day-to-day reconciliation. Almost entirely automated.
Reviews exceptions the bookkeeping fleet flags. Approves the month-end close.
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Invoice matching, vendor payments, customer collections, expense triage.
Returns get drafted overnight; CPAs review and file.
Reviews drafted returns, fields client questions, manages the seasonal surge.
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Pre-work fully automated; humans handle the judgment, the management interviews, and the sign-off.
Plans the audit, reviews working papers, drafts the management letter.
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Tie-outs, sample selection, confirmation tracking, anomaly detection in the trial balance.
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