01
Audit
Month 1
Every partner's version of every process documented and compared.
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Professional Services
Taxcurate Accounting Services Inc.
62% less manual admin time and SOPs installed firm-wide ahead of a compliance push.
0%
less manual admin time
0%
SOPs installed across every core process
0 day
security questionnaire turnaround, down from a week
Sector
Professional services
Engagement type
Embedded advisory and implementation
Services deployed
Status
Ongoing, month to month
Challenge
The firm ran on institutional memory. Every partner had their own way of running intake, files, and billing prep, which made quality inconsistent, onboarding slow, and the firm's first serious client security review a genuine threat to the relationship.
Approach
Process first, technology second. We documented and standardized the firm's core processes into SOPs the partners actually agreed on, then automated the administrative layer underneath them: intake, file hygiene, and reporting. Compliance readiness was built into the SOPs from the start, so the next security review became an exercise in exporting evidence.
The arc
How the engagement unfolded.
02
SOPs
Month 2
One firm-wide way of working, negotiated and signed off.
03
Automation layer
Months 3 to 4
Intake, file management, and reporting admin systematized under the SOPs.
04
Stay
Ongoing
Quarterly SOP reviews and questionnaire support as client requirements evolve.
What we installed
- Firm-wide SOP library with named owners and review dates.
- Standardized intake with automated conflict and completeness checks.
- File hygiene automation enforcing naming, storage, and retention rules.
- Reporting and billing prep automation.
- Security questionnaire answer bank with evidence links.
Systems architecture
How the work actually runs.
These diagrams are illustrative reconstructions of the automation patterns behind this engagement. Client logic, vendor nodes, and data schemas stay confidential, so what you see is the shape of the system rather than the build itself.
SOPs first, automation second
Illustrative workflowWhat made it work
01
Partners negotiated the SOPs themselves. We facilitated; they decided. That is why the standards held.
02
Automation enforced the SOP instead of replacing it. The system makes the agreed way the easy way.
03
Compliance was a by-product of good operations, which is the only version of compliance that lasts.
“The partners kept the judgment calls and gave up the admin. Files move through the same checks every time, so nothing depends on who remembered what.”
Outcome
The firm now runs one agreed process, the admin layer enforces it, and client security reviews are answered from an evidence bank instead of a scramble.
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