CLEARPATH AIWhat our model shows a typical 20-person CPA firm could free on recurring work: ~8,600 hours and ~$1M/year, without changing platforms.
A short walkthrough video + a 20-minute AI Snapshot to plug in your roles, rates, and client counts.
Start here: the math walkthrough.
Book your 20-minute AI Snapshot.
- See a capacity model built from your actual team, not a vendor case study.
- Get a copy of the leverage spreadsheet you can reuse with partners.
- No platform switch: built around the accounting platform and server setup you already run.
The math.
modeled hours/year tied up in recurring manual work at a typical 20-person firm.
per year in modeled capacity value: hours freed × blended rate. Capacity, not cash savings.
modeled ROI, with a ≈1.8-month modeled payback on the engagement.
platform switches. All of it runs inside your existing accounting platform and server stack.
Three steps. Twenty minutes.
You send four numbers
How many partners, how many accountants and staff, how many bookkeepers, and how many sets of monthly client books your team maintains. Rough billing rates help but aren't required.
We run your model live
Your numbers go into the leverage model and we stress-test the assumptions together on Zoom.
You keep everything
A copy of the model, a 1–2 page summary, and the next best step, whether we work together or not.
A 4-CPA firm, ~25 monthly clients.
We mapped and standardized one client workflow end-to-end and modeled the impact across the client block. The build is now underway. Measured results will replace these projections as they land.
- ~1,000 hours/yr modeled to be freed in one workflow
- 3x modeled payback in year one, plus a reusable data foundation
- 6x modeled scale potential (25 clients → 150 clients) on the same team
If you ever choose to do the full AI Blueprint, it’s backed by a 10x modeled-capacity or-you-don’t-pay guarantee.
The Snapshot session is free for CPA firms of roughly 5–50 people in the New York tri-state area.
Guarantee terms: the model runs on inputs you provide and approve: your roles, hours, billing rates, and client counts. If the delivered Blueprint doesn't show at least 10x its fee in modeled capacity value with an implementable plan, notify us within 30 days of delivery and choose a full refund or a 100% credit toward future work.
Is our client data safe? What about §7216?
The Snapshot uses zero client data, just headcounts, rates, and client counts. Any eventual build runs inside your environment under a mutual NDA, with no client or taxpayer data sent to external AI services without consent, and human review before anything posts to your ledger. Our data-handling approach is designed around §7216 requirements.
Are you replacing our staff?
No. The system does the retyping and chasing; your people review exceptions, sign off, and move to higher-value work. The point is capacity without hiring, not headcount reduction.
Do we have to change platforms?
No. Everything is built around the accounting platform and server setup you already run. No forced migration, ever. You own the automations and the data; if we part ways, they stay with you.