Automation That Saved an Accounting Firm 22 Hours/Week
A mid-size accounting firm spending half their week on data entry and client onboarding — we automated the entire workflow from intake to CRM.
The Problem
Bridgewater Accounting had a 14-step client onboarding process that involved manual data entry across 4 different systems — their CRM, document management platform, accounting software, and email. Each new client took 2+ hours to fully onboard, and errors were frequent.
Our Solution
We mapped their entire onboarding workflow and automated it end-to-end. A single intake form now triggers automatic client record creation in their CRM, generates and sends engagement letters for e-signature, creates folders in their document system, sets up the client in QuickBooks, and sends a welcome email sequence — all in under 60 seconds.
The Result
Onboarding time dropped from 2 hours to under 1 minute per client. The firm saves 22 hours per week on administrative tasks. Data entry errors dropped to near zero, and the team took on 30% more clients without adding staff.
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