Our work / Mid-market

Sharper operations for the firms that run the economy.

Mid-sized firms (accounting practices, professional services, regional operators) sit in the sweet spot for automation. We take inconsistent, manual workflows and turn them into systems that the whole firm can rely on, without enterprise-grade timelines or budgets.

Pencil drawing of a mid-rise office building — Mid-market · 50–500 people

3 case studies

The work, in figures.

Each build begins with the workflow that costs the most time. A person reviews anything that matters before it goes out.

Real-Time File Monitoring for a Westchester CPA Firm

Accounting

Staff at a CPA firm in Westchester, NY were spending 15 minutes to an hour every day clicking through client folders in Google Drive. They were checking one thing: did the client upload what we asked for? During tax season, with dozens of active clients, this turned into a daily time sink. Nobody had a reliable way to know what came in and what was still outstanding.

The outcome

~1 hr saved per person, per day

Turning Check Images and Bank Statements Into Usable Data

Accounting

Accountants at a Westchester CPA firm were spending 2 to 10 minutes per check manually matching handwritten check images to transactions in QuickBooks. The bank exports a PDF with all the check images, but finding the right one is a grind. You see a check number and amount in QuickBooks, but the vendor name is missing. So you scroll through pages of scanned checks trying to match it. With active clients writing hundreds of checks per year, this added up fast. On top of that, monthly bank statements were being transcribed by hand into spreadsheets, taking about 15 minutes per statement.

The outcome

~15 min saved per bank statement

Migrating and Restructuring a CPA Firm's Digital Workspace

Accounting

A CPA firm in Westchester, NY was running its entire operation on Microsoft. File naming was inconsistent, folder structures didn't follow any standard, and associates regularly ended up in the wrong place. For a firm dealing with IRS audits and legal retention requirements, this wasn't just disorganized. It was a real risk.

The outcome

100% of client folders standardized

All company sizes

1–50 peopleSmall business1 case study

50–500 peopleMid-marketYou are here

500+ peopleEnterprise1 case study

A good place to start

What's getting in the way?

Tell us what's slowing your team down.
We'll help you find the first thing worth fixing.

80% of payroll time eliminated for Sylvia's Magic Cleaning. Read the case study

Book a free auditA conversation. A clear next step. No obligation.