What comes back to the owner
A professional fees movement reaches review without its tie-out or source support. The owner rebuilds the check and finds the invoices.
For accounting and CAS firm owners
Ready for review.
Back to you.
You chase the support. Repeat the checks. Correct the same work again.
In a free, 20-minute Close Teardown with Owen, trace one monthly close. Separate missing preparation from necessary review, then discuss one practical check for the next close.
No client files, system access or purchase required. Ask for your own one-page map on the call; Owen sends it within 48 hours.
Fictional example · Not a client result
See what a teardown map can look like.
A fictional CAS firm with 40 recurring clients and six people delivering client work. This example follows one client’s monthly reporting pack. It illustrates the format, not a verified diagnosis or predicted saving.
A hypothesis to check
The handoff may lack a consistent record of what was checked, where the support sits and which question still needs a decision.
One next check
On one reporting pack, have the preparer attach the ledger tie-out, invoice links and an open-item note. Observe which follow-ups still reach the owner.
What remains a judgment call
Is the movement a timing difference or a new recurring cost? The reviewer still decides what matters and what to discuss with the client.
Use the example to choose one question for your call. You do not need to complete a tool, fill in a map or upload anything first.
What happens in 20 minutes
Bring the correction you keep making.
We work through one typical close, using rough client and team numbers. The aim is a useful next check for the work you already know is coming back.
- 01
Name the repeated work.
What reaches you, what you have to find or redo, and where the same question appeared last month.
- 02
Follow one handoff.
Who prepares it? What reaches review? What is missing? Which decision genuinely needs you?
- 03
Choose what to investigate.
Discuss one practical next check, what still needs a person and where a system could help after testing.
The teardown uses what you tell us. It is not an audit of your books or a test of your controls, and it does not establish how many hours a change would save.
A team is doing the work. Review still depends on you.
For owners of accounting and client advisory services (CAS) firms with a delivery team and recurring monthly closes, typically serving 30–80 recurring clients.
Bring one recurring preparation or review problem. A rough account of the handoff is enough; keep client names and confidential details out of the booking form.
Free · 20 minutes with Owen
Find out where the repeated review starts.
Bring one typical close. Discuss what the team could prepare, what still needs your judgment and one check worth trying next.
Ask for your one-page map on the call. Owen sends it within 48 hours, free and yours to keep. No client files, system access or purchase required.