Close Capacity Map · Free · For accounting and CAS firm owners
What keeps pulling you back into the close?
Pick one recurring job that comes back to you. Get a practical thing to check next close.
See a fictional example
Fictional estimated monthly workload
Delivery team · across 20 client closes
Owner · across 12 client closes
The owner wants to spend less time getting pulled back into the close. The smaller correction workload may be a useful place to examine first.
These are current workload estimates, not predicted savings. The next check is what the owner had to fix and whether the same issue repeated.
Your Close Capacity Map
One place to start next close.
Try this next close
Find out why this job keeps coming back to you.
Your next check gives you a starting point. In a free, 20-minute Close Teardown with Owen, trace this job through one typical close. Discuss where the repeated work starts, what still needs your judgment and what is worth changing.
Ask for a one-page map on the call; Owen sends it within 48 hours. Yours to keep, with no purchase required.
No system access or installation. Booking opens in a new tab so your answers stay here. Nothing from your map is sent automatically.
Keep a copy of my next step
Optional. Copy or download this brief to keep it or bring it to the call.