CLEARPATH AISee, in your own numbers, how many hours and dollars of staff time your firm can free each year. 20 minutes. Free.
Built for 4–40 person CPA firms doing bookkeeping, tax and CAS. Partners, staff, bookkeepers, clients, rates. You leave with a capacity model built on your firm, not a typical one.
Book your 20-minute Snapshot.
- A capacity model of your firm: hours of recurring manual work by role, what they cost, what can run on its own.
- The spreadsheet, yours to keep and re-run with your partners.
- A 1–2 page summary you can forward, and what I'd do first.
- No platform changes. The model assumes you keep your ledger, your tax software, and your people.
If the model shows a meaningful opportunity and you want help building it, I'll walk through what that could look like at the end. If not, we end there and you keep the model.
Five numbers. Before the call or on it.
Your team
Partners. Accountants and staff. Bookkeepers.
Your clients
How many sets of monthly books your team maintains.
Your rates
Rough billing rates by role. Estimates are fine.
No client data leaves your firm for the Snapshot. Headcount and rates, nothing else.
Every recurring process has a count, a time per unit, and a person doing it.
Four minutes: the model, walked through on one example.
Bank data pulled, categorized, reconciled, pushed to the ledger. Documents chased. Entries fixed.
The model multiplies those out for your firm, flags what can run without a person, and prices the hours at your rates.
That's the capacity value. It isn't a promise; it's what your firm's numbers say is on the table.
One example, modeled, not delivered.
A 20-person firm on this model shows roughly 8,600 hours a year of recurring manual work, about $1M at typical rates, with no platform switch. Your number will be smaller or larger. That's the point of running it on your firm.
A four-person firm, 25 monthly clients.
A four-person CPA firm in Connecticut. In-house bookkeeping for 25 clients: bank data pulled, categorized, reconciled, pushed into QuickBooks, every month, every client. We mapped one workflow end to end and modeled it across the client block.
- ~1,000 hours/yr modeled in one workflow, about 80% of the manual bookkeeping load
- Staff review instead of produce. The system does the first pass; partners review a handful of exceptions instead of every line
- The number was invisible until it was on paper. Routine work usually is
Is our client data safe? What about §7216?
The Snapshot uses no client data: headcounts, rates, and client counts. Any eventual build runs inside your environment under a mutual NDA, with no client or taxpayer data sent to outside AI services without consent, and human review before anything posts to your ledger. The data handling is designed around §7216.
Does this replace our staff?
No. It removes the producing part of routine work. Your people review the output instead of typing it. Most firms I talk to are turning away work, not looking to cut people.
Do we have to change software?
No. Everything is built around the accounting platform and server setup you already run. You own the automations and the data; if we part ways, they stay with you.
How much of my time does this take?
20 minutes on Zoom. Five numbers beforehand if you have them handy.
Where are you?
New York. I work with CPA firms across the U.S.
I'm a data scientist who spent 8 years at Uber, Warner Music, and Publicis. Now I build and operate these systems inside CPA firms.
The Snapshot is free. 20 minutes. Your numbers.