The queue grows while everyone stays busy.
Follow work from client intake to sign-off. Separate time spent waiting, preparing and reviewing so the next hire or process change addresses the cause.
Accounting & advisory
Give your reviewers work they can finish.
Hiring another preparer won't clear a review queue if the same returns keep coming back. We trace readiness, review and correction so you can see what limits completed work.
For managing partners, COOs and practice leaders accountable for capacity, realization and client delivery.
Where to look first
Follow the work
that keeps getting stuck.
Managers are reviewing the same work twice.
Record why work comes back and where those issues could have been caught. Protect expert review while reducing avoidable corrections.
More output isn't reaching profit.
Connect completed work to realization, write-downs and delivery cost. Released capacity only becomes financial value when the business puts it to use.
From an accounting firm's tax workflow
What changed in practice.
Accounting & Auditing
Added $1.5M in recurring profits in 8 weeks
We cut returns sent back from first review from 40% to 11%, so their tax workflow completed 20% more returns each week. Their leaders confirmed the recurring profit increase.
Read the case study ↗What we'd examine
One tax, audit or advisory workflow with a clear work unit and review point. Use a recent set of records and include unfinished work as well as completed engagements.
What we'd measure
First-review returns, completed work per week, reviewer time, write-downs and recurring contribution.
Your team collects the evidence with our kit. We review it, explain the likely local bottleneck and give you a first test with an estimate of the skills, effort and costs needed to act.
Two consultations are included, with the written report delivered before the findings call.
Can we start within one practice?
Yes. The free assessment focuses on one workflow, with its own owner and measures. Tax, audit and advisory have different review requirements, so we agree the unit of work before collecting evidence.
Put a useful next step in motion