Every engagement starts with chasing the client for documents, then re-keying their statements between systems, then a wall of status-update emails. Onboarding is manual. Deadlines live on a spreadsheet. The work is billable — the busywork around it isn't, and in season it's a full day a week you're giving away.
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The advisory work is the revenue. The friction is in everything around getting to it.
No rip-and-replace of your tax or bookkeeping software — just the specific fixes that stop the chasing and the re-keying.
We spend 45 minutes on how an engagement actually moves — how you request documents, how the numbers get into your systems, how clients get onboarded and updated, and where the same details get typed again. I listen for the repetitive and the manual, especially the gaps between the client’s tools and yours.
A few days later you get a short, plain-English report: what’s costing you billable time, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the tools you already pay for — document collection that chases itself, onboarding that runs on rails, status updates that send themselves. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: chasing documents, re-keying statements, and onboarding a client by hand runs well over an hour per engagement, and across a book of clients — especially in season — that's most of a day a week of billable time given away. We work it out from your real numbers on the call — the tools to stop it usually run around $50 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take a 9-person firm. Every new client gets onboarded by a hand-run checklist, documents get chased by email for weeks, and the same figures get re-keyed from the client's exports into the software. In season, that chasing is a day a week nobody bills for.
→ A document-collection flow that chases itself, onboarding on rails, and statements that import instead of getting re-keyed. ~7 hrs/week of billable time back, and the season crunch eases.
southbend.tech · South Bend, IN · info@southbend.tech
Yes. southbend.tech is based in South Bend and works with businesses across Michiana, including Mishawaka, Elkhart, Granger, Niles, and nearby Indiana and Michigan communities.
The $999 audit starts with a plain-English report, but the same South Bend developer can also build the automations, integrations, and small internal tools the report recommends.
southbend.tech serves South Bend and Michiana businesses. The contact email is info@southbend.tech.
Book a time, walk me through how an engagement moves through the firm, and get back a plan to win back billable hours — whether or not you ever hire me again.
Book the audit — $999