Your partners are stuck in compliance grind when they should be in advisory. BAS prep, client onboarding, document chasing — $500/hr talent on $150/hr work. I build automations that free your partners for the work that actually matters.
Accounting firms lose capacity during BAS season, tax season, and client onboarding. These are predictable, repeatable workflows that eat partner and senior accountant hours. Here's what an automated practice workflow looks like:
Self-service portal captures TFN declarations, engagement letters (DocuSign), privacy consents, and source document authorisations. New clients onboarded without a single manual form.
Automated extraction from client Xero/QuickBooks/MYOB files. GST anomalies flagged, coding queries raised automatically with clients, BAS statement prepared for partner review and lodgement via the ATO portal.
Automated chase-up requests for missing bank statements, receipts, and logbooks. Deadline-aware reminders escalate as the BAS/tax deadline approaches. No more manual follow-up calls.
Pre-populated tax return draft generated from client data, prior year returns, and ATO pre-fill data. Accountants review and adjust rather than starting from a blank screen.
Real-time view of all client deadlines, work-in-progress, staff capacity, and bottlenecks. Partners see the firm's status without chasing individual jobs.
Trust transactions auto-coded in Xero. Invoices generated on job completion with correct partner/director sign-off workflow. Bank reconciliation automated for trust and operating accounts.
Client onboarding, BAS preparation workflows, document collection, tax return data assembly, and partner reporting dashboards. Tasks that occupy partner and senior accountant time during peak periods can be largely automated.
Yes. BAS automation connects to client Xero/QuickBooks/MYOB files, extracts GST-coded transactions, flags anomalies, prepares the BAS statement, and routes it for partner review. The partner reviews and lodges rather than preparing from scratch.
A single-workflow Build costs $3,000-$5,000 delivered in 3 weeks. A full practice automation implementation costs $10,000-$15,000 for accounting firms. You own everything I build.
No. The automation connects to your existing stack — Xero Practice Manager, Xero HQ, HandiTax, or your DMS. It automates the workflows between these systems rather than replacing them.
The automation handles data entry, document generation, and workflow routing. TPB compliance, ATO lodgement standards, and professional obligations remain the accountant's responsibility. The automation captures data accurately and tracks deadlines, but it does not provide tax advice.
$48,000/month in margin erosion from wrong-grade work. Book your free Systems Review and find out what can be automated.
Claim Your Free Systems ReviewLimited to 5 sessions per month.