Daniel — we read three years of Briarwood's busy season. Here's what we'd build for your practice.
Document collection takes 3-5 reminders per client; ~40% of clients deliver after April 1
Your team's last two weeks of busy season are a chase, not a craft. Errors spike when filings are rushed.
Bookkeeping reconciliation for 80 small-biz clients runs through 2 senior accountants who reconcile January through April
You're paying senior wages for repetitive matching work that pattern-matchers do better.
Quality review is whichever partner has time the night before filing deadline
A second set of eyes is the difference between an amended return and a clean one. Right now it's often only one set.
Client communication is email + phone calls; threads about one return live in 4 inboxes by close
Anyone replacing a sick teammate at the wrong moment can't find the context. Risk concentrates around the people, not the practice.
The CPA practices that scale past $5M revenue without burning out partners aren't the ones with cheaper tech — they're the ones who systematized the chase, the reconciliation, and the QA before they hit the ceiling.
We set up a workspace that owns the document chase, drafts reconciliation, surfaces QA flags pre-deadline, and makes any teammate able to step into any return without context loss.
We configured 4 agents for Briarwood CPA. Each one knows your world.
Doc Chaser
Personalized reminders to clients per missing document, escalates intelligently, reports ready-to-file states to your team
Recon Drafter
Pre-matches transactions across QuickBooks + bank feeds + receipts, flags only the exceptions for senior review
QA Sentinel
Reads every draft return, flags arithmetic / consistency / common-error patterns, ranks by risk so partners review the riskiest first
Client Memory
Stitches every email, call note, and document for a client into one timeline; any teammate sees the full context in seconds
Because I know Briarwood CPA's world, I can:
Cut average doc-collection cycle from 3 reminders to 1 by personalizing the ask
You file 80% of returns by April 1 instead of April 14
Match 95% of small-biz transactions automatically; senior accountants only review exceptions
Reclaim 600+ senior hours per busy season — equivalent to a full hire
Surface quality risks 48 hours before deadline, ranked
Partners review the right returns first; amended-return rate drops
Hand any return to any teammate with full context in 30 seconds
Sick days stop creating bottlenecks; the practice runs on the system, not the people
Tax season shouldn't be the worst part of running a CPA practice. Want your weekends back next April?
This page was made for Daniel at Briarwood CPA.