8 · Intake in progress
Talk to 8.
8 is building your firm's intake dossier as we talk. By the final question, the team you're about to meet will already know who you are and what to solve. Discovery is done before our first call.
That's the lever — you'd trade manual reconciliation for advisory margin, and the partners would do the work that compounds. What does success look like 12 months from now if we build the right thing? Pick a number, a feeling, or both.
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5 of 8 complete · about 3 minutes left
Previous answers (5)
Q1 · What kind of firm and team?
14-person accounting firm in Denver. Tax prep, advisory, bookkeeping. 3 partners · 4 senior associates · 7 juniors.
Q2 · Who do you serve?
Small-to-mid-sized businesses, mostly local. A few national clients via referral.
Q3 · What's the most expensive work to keep doing the current way?
Juniors spending most of their week on manual reconciliation. We've talked about software but no one has time to evaluate.
Q4 · If that capacity were back, where would you point it?
Advisory work for the larger clients — that's where the margin is, and partners are the only ones who can do it.
Q5 · What's the partners' time currently spent on?
Client work — reviewing junior output, doing the actual advisory, plus running the firm. No real strategic capacity.