the boring half · accounting firms
the boring half of an accounting firm.
An accounting firm's boring half is chasing. Chasing documents, chasing signatures, chasing the client who is late again while a deadline looms. Add onboarding, status updates, and the questions that arrive the same week every quarter, and the client work gets squeezed into whatever hours are left.
a typical week, the parts nobody bills for
document & information chasing4.5 h/wk
clients reminded for missing documents on a schedule until they deliverclient onboarding2.5 h/wk
new clients guided through intake, forms and access without hand-holdingdeadline reminders2.5 h/wk
filing and payment deadlines tracked and reminded per clientstatus updates & FAQs3.0 h/wk
routine 'where are we' and 'what do you need' questions answered in writinginvoicing & collections2.5 h/wk
invoices raised and chased so your own receivables do not slip
that's roughly 15 hours a week that never touches the actual work.
what a claude install takes over
Each line above is a workflow a done-for-you Claude system can run inside your own tools: answered, drafted, chased, booked, on schedule, without you being the one who remembers. Nothing touches a customer or a dollar without your approval. It is built for you, tested, and priced on the hours it saves, not on hours billed, by someone who spent ten years closing enterprise deals and now builds the systems instead.
the guarantee: it runs, or i keep working until it does. i only win when your system does.
built by elisabeth hitz · ten years closing enterprise deals at deel & criteo · six anthropic certifications · you work with the person who builds it · two clients a month
straight answers
Chasing clients for documents is my nightmare. Can it do that?
Yes, and it is often the first thing worth building. Clients get polite, scheduled reminders for exactly what is missing until they deliver, so you are not the one nagging.
Is client financial data kept secure?
The install is built around your existing, secure systems and the rules you approve, and the diagnostic covers exactly how data is handled before anything is built.
Will this handle the seasonal crush?
That is the point. The repetitive chasing and status work that spikes at deadlines runs on its own, so your team spends the crush on the work only they can do.