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Complimentary Guide
10 Things Your Firm Should Automate Before Busy Season
See where your team is losing hours to manual work and which accounting and audit tasks are worth automating now.

Busy season has a way of exposing every inefficient process in a firm.

This complimentary guide identifies 10 time-consuming audit and accounting tasks that can be automated before workloads peak, along with an estimate of the hours each one consumes and where automation can make the biggest impact.

Download the guide to see:

  • 10 accounting and audit tasks that are strong candidates for automation

  • How many hours can each task consume during an engagement

  • Where firms can automate client document collection, classification, workpaper preparation, confirmations, testing, and more

  • How automation can streamline financial statement roll-forwards, tie-outs, formatting, proofreading, and disclosures

  • Which processes may offer the biggest opportunity to reclaim staff time before the busy season

  • A practical way to evaluate what automation could be worth at your firm

The financial-statement portion is especially strong: the guide estimates that the three related processes alone can consume 26–41 hours per engagement, making them a natural place for firms to evaluate automation.

Complete the form to access the guide.

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