Chasing client documents
Three reminder emails per document, per client, per deadline — composed by people you bill out by the hour.
AccountingThe Time-Back Audit — $999 · now bookingGuaranteed
The Time-Back Audit for accounting firms.
Add clients without adding seniors. The capacity is hiding in the chase.
Clients per accountant is the ceiling on firm revenue — and it's set by document chasing, close prep, and inbox admin, not by expertise. The $999 Time-Back Audit finds the 5–10 hours a week each seat loses to that work and prescribes the off-the-shelf tools that raise the ceiling without a single new hire.
45 mincall, not 6-week engagement4 daysto first tool live1.5%of the hire it replaces
Accounting Time-Back Report
Delivered · Rev. 001 · TBA-0999
Hours found / seat
12.5hrs / week
above the 5-hr floor
Clients per seat
+4–6each seat carries
no new hires
Busy-season
−30%overtime hours
smoothed out
Priced against
1.5%of a $65k+ hire
delivered in 1 week
Prescribed rollout · accounting stack
- Automated document request & reminder portal+2.5 hrs
- AI transaction categorization & close checklist+2 hrs
- Engagement-letter drafting assistant+1.5 hrs
- Client-email response drafts (SOC 2 stack)+1.5 hrs
Author · M. TahboubPDF · yours to keep
The leak
What caps clients per accountant.
Typical drain
12.5 hrs / wk
None of this is accounting. It's logistics wearing a professional's rate — and every hour of it lowers the number of clients each seat can serve.
Month-end close prep
Pulling statements, categorizing the same transactions, chasing the one missing receipt — the bottleneck that decides how many closes one person can run.
Client onboarding & intake
The same details typed into the proposal, the engagement letter, and the ledger. Three times, by hand.
Routine client email
Status updates, deadline nags, and "what do you still need from me?" replies — drafted fresh every time.
Busy-season overflow
January to April runs on overtime because the other eight months' admin never got automated.
The leak, itemized
Where accounting firms lose the week.
The pattern we see over and over in accounting firms — hour by hour, task by task.
Per accountant / wk
12.5 hrs
| Category | Hours / week |
|---|---|
| Document chasing | 3.5 hrsper week |
| Close prep & categorization | 3 hrsper week |
| Onboarding & intake | 2 hrsper week |
| Routine client email | 2.5 hrsper week |
| Engagement letters & proposals | 1.5 hrsper week |
| Typical weekly drain | 12.5 hrsper accountant · per week |
Typical week per accountant, partners included. At a $600/mo bookkeeping client, one recovered day a week per seat is four to six more clients each seat can carry.
Off the prescription pad
Three examples of what we prescribe.
Categories only, here. Your report names the exact tools — with pricing, setup time, and the order to roll them out.
Tools per audit
3–7
Rx 01 Document collection
Automated request-and-reminder client portal
The system does the nagging so your seniors don't — every deadline hits the queue automatically, in your firm's voice.
Hours back +2.5 hrs / week
Rx 02 Close prep
AI transaction categorization and close-checklist assistant
Recurring transactions categorize themselves; a smart checklist walks each close so no one hunts for the missing receipt at 9pm.
Hours back +2 hrs / week
Rx 03 Engagement letters & proposals
Drafting assistant working from your own templates
New engagements go out the same day the call ends — from your language, your pricing, your paragraphs.
Hours back +1.5 hrs / week
Every prescription in your report is off-the-shelf, priced, and chosen for the team you actually have — including a short list of what not to buy.
How it works
From leak to capacity, in four steps.
One week from booking to your first hours back. No discovery phase, no retainer, no "AI transformation roadmap."
Booking → first hour
1 week
Step 01 Discovery
Deep-dive call
45 minutes on how your business actually runs. Who does what, what repeats, what you dread, and where the week disappears.
45 min single sitting
Step 02 Analysis
AI analysis
We map every repeatable task in your operation against the current AI tool landscape — the same stack we run our own companies on.
Human-verified not LLM alone
Step 03 Prescription
Your prescription
A written report: the exact tools to install, what each costs, the order to roll them out — and what not to waste money on.
PDF yours to keep
Step 04 Rollout
4-day quick start
A 30-minute review call plus a first-week plan, so your top prescription is live and creating capacity within 4 days.
Live in week 1 measurable
The offer
Everything in the $999 Audit.
One flat price. Every piece has a job.
Total stack value
$2,250
ItemizedInvoice TBA-0999 · Time-Back Audit
L1
45-minute Time-Back Audit call
A structured teardown of your operation — who does what, what repeats, and what each leaked hour is costing you. Run by a founder who operates 6 SaaS companies on AI daily.
Value$500
L2
Custom tool prescription
3–7 off-the-shelf tools matched to your exact bottlenecks — each with cost, setup time, and hours saved. AI-assisted research, human-verified.
Value$750
L3
Your capacity ROI model
Hours reclaimed → clients you can now serve → revenue at your average ticket. The audit priced against your top line, not your calendar.
Value$250
L4
4-day quick-start plan
One 5–10 minute action per day. Most of the benefit captured inside week one — not filed under someday.
Value$300
L5
30-minute review call
We walk the report together so every prescription is clear before you spend a single extra dollar.
Value$250
L6
30-day email support
A direct line for implementation questions for a full month after delivery.
Value$200
Total value$2,250
Your price$999USD · one-time
The guarantee
Find 5 hours or pay nothing.
The risk sits on our side of the table.
Certificate
G-001
If we can't find at least 5 hours per week of recoverable time in your business, you pay nothing — full refund, and you keep the report.
No fine print, no store credit, no "reasonable effort" clause. If the audit doesn't pay for itself on paper before you've implemented a single tool, it's free.
- 5 hrs/week per person — the measurable floor
- Full refund if we miss it, no argument
- You keep the written prescription either way
What a typical result looks like
The before-and-after we aim for.
Composites
Not clients
Illustrative composites of typical audit outcomes in this industry — not client testimonials.
Document chasing was death by a thousand reminder emails. Now the system nags so we don't — and each senior carries five more clients than last busy season.Partner, six-person accounting firmillustrative
Close week used to be the ceiling on how many clients we could take. It isn't anymore.Owner, bookkeeping practiceillustrative
From the founder
Prescribed by someone who takes it themselves.
Built six B2B SaaS companies. Runs them on AI daily.
Author
M. Tahboub
Your prescription is written by someone who takes it themselves.
I'm not a consultant who discovered ChatGPT last quarter. I've built six B2B SaaS companies — LeadCart, ZenVerifier, ColdRelay, NuMail, InboxSlash, OutboundPass — and AI does real work in all of them, every day: support drafts, outbound, reporting, QA.
That's the job I do for you in the audit. I look at how your business actually runs, find the hours leaking out through proposals, follow-ups, and reporting, and tell you exactly which off-the-shelf tools to install, in what order — and what to skip.
The tools already exist. You don't need a data scientist. You need a doctor who's seen your symptoms before and writes the prescription. If I can't find you five hours a week, you don't pay.
— Mohamed TahboubFAQ
Questions, answered straight.
Questions
11
Q.01Is client financial data safe in these tools?+
It's the first filter on every prescription. We favor tools with the right controls — SOC 2, data-processing agreements, no training on your data — and the report explicitly flags what should and shouldn't touch each tool. The audit itself never requires sharing client files with us.
Q.02Will anything connect to our practice management software?+
Usually the best prescriptions sit alongside your system rather than inside it — document chasing, intake, and drafting don't need deep integration to move hours. Where integration matters, the report says so explicitly, with the workaround if there isn't one.
Q.03What exactly do I get for $999?+
A 45-minute deep-dive call, an AI-assisted analysis of your workflows, a written prescription report (the exact tools, their costs, and the rollout order), a capacity ROI model in your numbers, a 30-minute review call, and a 4-day quick-start plan. If we find under 5 hours a week of recoverable time, you get a full refund and keep the report.
Q.04Do you build custom AI or sell software?+
Neither. Think of it like a doctor writing prescriptions — the medicine already exists, and our job is knowing which one fits your symptoms. We prescribe off-the-shelf tools, we don't take affiliate commissions, and we have no software of our own to push.
Q.05You sell capacity — so why is the guarantee in hours?+
Because hours are the thing we can prove on paper before you spend another dollar. Capacity and revenue depend on what you do with the hours; the 5-hour floor is the measurable proxy that makes the promise safe to guarantee — and safe for you to hold us to.
Q.06What if you can't find 5 hours a week?+
Then the audit is free. Full refund, and you keep the report. It hasn't happened yet — most small businesses are leaking well past 10 hours per person — but the risk is ours, not yours.
Q.07We already use ChatGPT. Is this still worth it?+
Almost every client already uses ChatGPT — as a chat window. The hours aren't in better prompting; they're in wiring AI into your actual workflows: proposals, reporting, follow-up, intake. That's what the prescription covers, and it's usually 90% tools you've never evaluated.
Q.08Do I need technical people on my team?+
No. Every prescription is chosen for the team you actually have. If a tool needs an engineer to babysit it, it doesn't make the report.
Q.09How is this different from hiring an AI consultant?+
Consultants bill hours to explore. We sell a fixed outcome at a fixed price with a guarantee: 5+ recoverable hours a week per person identified, or you pay nothing. The whole engagement is under two weeks, not two quarters — and it costs about 1.5% of the junior hire it replaces.
Q.10How fast do I actually see time back?+
The quick-start plan is designed to get your first prescription live within 4 days of the review call. Most clients feel the first recovered hours in week one.
Q.11What happens after the audit?+
Whatever you want. Most clients implement the report themselves — it's written so you can. If you'd rather hand it off, we offer done-for-you implementation and a capped ongoing concierge; you'll get those details after your review call, and your $999 is credited in full toward implementation within 30 days.
Book the audit
Make the hire you already have.
45 minutes. One prescription. 5–10 hours a week, per person — or you pay nothing.
Backed by the guaranteefind 5 hrs/week or it's freeyou keep the report