Fifty-seven specialists, one shared record.

Runs the full month-end review on the client's own tax basis — reconciliations, balance-sheet tie-outs, variance work against prior periods, and a memo. Produces findings with the underlying transactions attached, proposed adjusting entries, how-to-fix steps, and the questions that need to go to the client. Findings it proposes go to a named reviewer, and once approved they pass to the write-back agent below.

Carries an approved entry into the accounting system against the named person who approved it, dates and links reversing entries automatically, blocks closed periods and duplicates, then reads the entry back to verify it landed. It sits between close review and financial packaging: nothing is packaged until the approved entries have been written back and the adjusted numbers re-pulled.

Turns the closed, adjusted numbers into a client-ready financial package under the subscribing firm's own branding — compilation letter, statements, comparatives, and any open items disclosed rather than hidden. The compilation report itself needs a CPA to sign, so firms without one get a non-report variant of the package. It builds from the adjusted numbers after write-back is verified, never from the draft.

Reviews the firm's own completed work the way a peer reviewer would, ahead of the real one.

Categorizes bank transactions against the client's own history and prepares the reconciliation for review.

Works through backlogged books in batches of a size a person can actually review, oldest period first.

Crew and job costs for service and construction clients, tied back to the ledger.

Flags unusual transactions and patterns, with the evidence, for a person to look at. It never accuses and never acts.

Combines related entities into one set of statements, with intercompany items eliminated and shown.

Supports review-level work. The review report itself is signed by a CPA.

Organizes workpapers and supporting documents. CPA only.

Owns the depreciation schedule as its engine. Scans Repairs & Maintenance and Office Supplies each period for spend that looks capital in nature, asks the client directly whether anything was bought, sold or disposed of, flags Section 179 and bonus elections for confirmation, and extends to intangible amortization, prepaids and deferred revenue.

Builds the schedule from the note itself, solving the rate when it is not stated. Catches the whole payment booked to an expense account, matches payee names against known finance companies, splits interest from principal, applies genuine extra principal to the balance, and asks before assuming a loan was paid off.

The full ASC 842 lifecycle — classification, initial ROU asset and liability measurement, the ongoing schedule, and monitoring for modifications, renewals and impairment. If lease accounting is on the books with no paperwork on file, it asks rather than guesses. Classification always goes to a person.

Reads the firm's own filing tracker as source of truth for jurisdictions, frequency and due dates, ingests point-of-sale reports where the ledger alone will not do, reconciles the liability as part of the close rather than as a separate chore, and tracks economic nexus thresholds by state.

Deposit deadlines, worker classification, multi-state withholding, and the W-2 and 1099 calendar.

Watches the ledger for vendors it has not seen before, requests the W-9 from the vendor directly rather than routing it through the client, and files the returned form to the portal.

Every compliance date across every entity type in the book, held in one place, with the work backed up from the deadline rather than forward from whenever someone remembered.

Prepares 1099 and W-2 reporting from the books and ties it to payroll at year end. A person approves; nothing is filed automatically.

Tracks annual reports, registrations and renewals for each client entity.

Maps where a client has income tax filing obligations, for a signer to review.

Organizes a notice response for the authorized representative to review. Nothing is sent without that person.

Safe-harbor and estimated payment calculations, for a signer to approve.

The real problem is not sorting what arrives, it is chasing what has not. Monthly statements go out on a fixed date, reminders repeat on a set cadence in the portal, then escalate to email, then to a named person at the firm. Event-driven chases are triggered by the fixed asset and loan agents when they spot a purchase or new financing.

Walks a subscribing firm's own client through setup as a conversation rather than a blank template, asking the questions the firm would have asked and stopping when it has what it needs.

Builds the expected-document list from the prior year's return, matches it against what has actually been uploaded, and chases the gap on a schedule.

Drafts answers to routine client questions from the firm's own records. Staff review anything beyond routine.

Turns tax and regulatory news into short notes a reviewer can send to the right clients.

Brings a firm's clients and history over from its old tools, read-only, so the move does not start with re-keying.

Client bookings, internal blocks, deadlines and recurring work in one week view — and it schedules its own preparation time, extending a close block when the exception count comes back high.

Watches each firm's own tenant and tells that firm when something failed, rather than waiting for them to notice a review that never arrived.

Your own people rather than your clients. Onboarding and offboarding with the access record an auditor will ask for, your SOPs assigned in sequence and the training logged against the person, independence and conflict checks at hire, CPE and license renewal by jurisdiction, and coverage — who is out, what is due that week, and whether anyone is left to do it.

The firm's system of quality management under AICPA SQMS No. 1 — risk assessment, responses, monitoring, remediation and the annual evaluation, documented as the year goes rather than reconstructed the week before an inspection. It feeds the peer review agent: quality management is the ongoing system, peer review is the periodic external check.

Reads the firm's mail and turns it into action items and tasks instead of a second to-do list nobody maintains.

Ties recorded work to invoicing through the payment tools firms already use.

Walks a prospective client through the firm's acceptance checks before an engagement starts.

Drafts proposals and engagement letters from the firm's own templates for a partner to approve.

Applies the firm's retention schedule by record type and queues anything due for disposal for a person to approve.

A rolling thirteen-week cash forecast built from receivable and payable aging, payroll cadence, the loan schedules the platform already holds and the filing calendar — plus plain-language variance commentary for the monthly package, benchmarking across the book, and receivable and covenant trends. The other advisory agents read this one rather than each inventing their own projection.

One planning conversation with several engines: reasonable compensation, entity structure and the S-corporation election, retirement plan choice and the QBI interaction, owner distributions against basis, the accountable plan for owner spend running through the books, estimated tax and safe harbor, and the tax treatment of intellectual property.

Valuation and exit planning, because in practice they are never separate. Normalized earnings with owner add-backs, market multiples, a discounted cash flow fed by the forecasting agent, exit readiness, the gap between what the owner needs and what the business is worth, deal structure and succession paths. It produces calculation-engagement support under the AICPA valuation standards for a CPA to complete and sign — never a number on its own.

The questions owners actually ask, each with a real model behind it rather than an open-ended chat: buy or lease the equipment, hire or contract, keep it in house or outsource it, take the big job, add the location, buy the building instead of renting it — plus financing readiness, debt service coverage and a lender package on demand.

Answers only from an allow-list of IRS and state revenue agency sources, and cites what it used. The other advisory agents call it rather than reasoning from memory.

Works with the fixed asset agent on property already sitting in the client's books.

Where a return actually is in the process, visible to the firm and to the client, so nobody has to phone and ask.

Builds budgets and tracks budget against actual.

Industry ratios and benchmarks alongside the client's own numbers, in the monthly package.

Flags credits and incentives the client may qualify for, with the evidence and the caveat that a person needs to confirm eligibility.

What-if models for the questions that do not fit a standard template.

Tracks loan covenants against the current numbers and flags a breach before the lender does.

Compares coverage against the balance sheet and flags gaps for a person to review.

Ownership transition modeling for closely held businesses, for a CPA to review and present.

Charitable strategy modeling — bunching, donor-advised funds, appreciated property — for a signer to review.

Drafts reminders for overdue client invoices. A person approves each notice before it goes.

Keeps a list of the firm's subscriptions, renewals and overlaps.

The firm's own books and cash view, prepared the same way as a client's.

One view of workload, deadlines, aging and capacity across the practice.

Answers how-do-I questions inside the platform and keeps training records.

The one queue every agent writes to, and the append-only record of who approved what and when.