Audit preparation automation for CPA firms generally ranges from $3,500 for foundational automations to higher amounts for more complex, integrated solutions. The cost directly reflects the specific audit procedures you aim to streamline and the depth of integration with your existing practice management or accounting software. We provide a fixed price proposal following a complimentary systems audit, ensuring transparency for your firm.
We conduct a thorough systems audit to pinpoint bottlenecks in your audit preparation, such as manual data entry from client trial balances or inefficient PBC request tracking.
Our team designs and implements custom automations, building connectors between your existing tools (e.g., Excel, CCH Engagement, SharePoint) to streamline data flow and task execution.
We deploy the automation and provide your audit team with comprehensive training, ensuring seamless adoption and immediate efficiency gains in areas like document reconciliation and client communication.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit