The Independent Accounting Firm: Workflow Friction, Automation Gaps, and the Practical Role of AI
This episode covers the six places where independent CPA firms and accounting practices are losing the most time, including client document collection, engagement letter management, tax prep review bottlenecks, billing and WIP tracking, onboarding, and capacity management across tax season. We walk through a real tax return workflow from organizer to billing, look at what a 12-person firm found when they actually measured where time was going, and talk through which AI tools are making a real difference in practices today.
