Find the money your firm is leaving on the table.
A free Profit Leak Audit for three Augusta-area CPA firms. In about two weeks you get one number, what your firm can likely recover each year, and the three fixes worth the most.
Three founding spots, free until they're filled.
- Read-only access to your data
- About two hours of your time
- You keep the report either way
Profit Leak Audit for a demo firm
- Unused staff capacity$138,200
- Clients at risk of leaving$123,900
- Proposals that went quiet$61,400
- Receivables past due$30,200
- Budget overruns$15,500
You know your clients' numbers. Do you know your firm's?
Hours live in your practice-management system. Dollars live in QuickBooks. Nobody has time to put them side by side, so the leaks stay hidden until a partner says it felt like a slow year.
- Which clients are billed below your target rate per hour?
- How many staff hours went unused last quarter?
- How much is sitting in receivables past 60 days?
- Which jobs are stuck waiting on client documents right now?
If any of those took more than a few seconds to answer, the audit is worth two hours of your time.
Everything in the founding audit
Leakage findings report
One annual dollar figure for what's likely recoverable, broken down by where it's leaking.
Client rate review
Every client ranked by revenue per hour against your target, so you know who to reprice before engagement letters go out.
Capacity and workload view
Who's overloaded, who has room, and how the team looks heading into busy season.
Receivables and workflow check
Receivables past 60 days, overdue jobs, and documents still outstanding.
Staff time interview
A 45-minute conversation with one or two of your people to find manual work that repeats every week.
Top three fixes, walked through with your partners
Ranked by dollars and presented in a 60-minute findings call. The fixes are yours whether or not we keep working together.
How it works
A 20-minute call
We talk about how your firm runs and whether the audit is a fit. If it isn't, I'll tell you.
Two weeks of analysis
A 30-minute kickoff, someone on your team pulls a few standard exports, and I do the rest.
A 60-minute findings call
Your partners see the annual figure, where it comes from, and the three fixes worth the most.
What you're risking: about two hours
Read-only
Nothing in your systems is changed. I only read the data the audit needs.
Your data stays private
Used only for your analysis and deleted when the audit ends, unless you choose to keep working together.
No obligation
There's nothing to buy. The audit stands on its own.
The report is yours
Keep it, share it with your partners, and act on it however you like.
Is your firm a fit?
A good fit if
- You have roughly 5 to 50 people
- You track time in Karbon, TaxDome, Canopy, CCH, Thomson Reuters or QuickBooks
- The firm feels busier than ever, but profit isn't keeping up
- You're in Augusta, Evans, Martinez, Grovetown, Aiken or North Augusta
Probably not a fit if
- You're a solo practitioner who sees every number firsthand
- The firm doesn't track time on any engagements
- You already have a COO or firm administrator living in these reports
If you want help fixing what we find
I can build a live dashboard that combines your practice-management and accounting data, set up alerts that catch leaks early, and meet with your partners each month to decide what to do next. That's a separate conversation, and only if the audit earns it.
Who you'll work with
I'm Anthony Bailous, founder of Emberstone Analytics in Evans. I work in Power BI and the Microsoft 365 stack, and I do every audit myself, so the person who finds the leak is the same person who builds the fix.
I work only with professional-services firms in the CSRA, and I'd rather meet you in your office than on a video call.
Questions partners ask
What's the catch?
There isn't one. I'm building case studies with my first three firms, so the audit is free in exchange for honest feedback. You keep the report whether or not we ever work together again.
How much of my time does it take?
About two hours over two weeks: a 30-minute kickoff, a 60-minute findings call, and someone on your team pulling a few standard exports.
What access do you need?
Read-only exports or connections from your practice-management, time and billing systems. Nothing in your systems is changed.
Is my client data safe?
Your data is stored securely, used only for your analysis, and deleted when the audit ends unless you choose to keep working together.
We already have reports in our software. Why do we need this?
Most firms have the data but not the answer. The audit connects hours to dollars across your systems and turns them into one figure: what's likely recoverable, and where.
What happens after the audit?
You decide. Keep the report and act on it yourselves, or talk with me about help fixing what we found.
Claim one of three founding spots
Book a 20-minute call before busy season. If the audit isn't a fit for your firm, I'll tell you.
Or email anthony@emberstoneanalytics.com