FOR ACCOUNTING FIRMS

Claude for Accounting Firms.
Reconciliation 6 hours to 20 minutes.

Month-end close. AR follow-up. K-1 timing. Tax season prep. Workflows your team uses on Monday morning. Connects to QuickBooks, Xero, your existing stack.

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Where the hours actually go.

Manual reconciliation every month

50 accounts. Same patterns. 6 hours per accountant per week. Claude reads every line, flags only what needs your judgment.

AR aging that nobody chases

Invoices sit at 60 and 90 days. Owner promises to follow up Friday. Friday is tax extension day. Cash flow suffers from a calendar problem.

Tax season eats four months

80-hour weeks. The same questions answered 30 times. Document chasing across five email threads per client. Tax season can be calmer.

Same system I install for every firm.

30 Days to AI-Native method. Your team owns it. No retainer.

Claude knows your chart of accounts, your templates, your tax workflow
Reconciliation drops from 6 hours to 20 minutes per accountant per week
AR follow-ups run on a schedule, not on willpower
Your team trained in 90-minute sessions, documentation included
After handoff your firm extends the system without me

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Test which workflow fits your team first.

Take the AI Bottleneck Calculator. 10 questions. Free personalized Claude Workflow Map. No email required for first 9 questions.

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Claude for Accounting Firms. Reconciliation 6 hours to 20 minutes.

Where the hours actually go.

Same system I install for every firm.

Test which workflow fits your team first.

Other industries I work with

Claude for Accounting Firms.
Reconciliation 6 hours to 20 minutes.