RODGERS INTELLIGENCE GROUP · DENVER, COLORADOFree intake Test Kit →
RIGRODGERS INTELLIGENCE
Menu
An illustrative photograph looking out an office window onto a Denver-like street
For CPA firms with 10 to 50 staff

One-Workflow Reviewpriced after a short conversation

FIND WHERE CLIENT ONBOARDING STALLS.

A written review of one workflow: who owns each step, where it stalls, and the next fix with a retest date.

Hire a developer, hire an agency, or fix one workflow first?

One workflow, up to three connected systems. Readout within ten business days after required access. Implementation quoted separately.

Book a free 30-minute readiness conversation
Proof

Artifacts you can inspect yourself.

Not a client result · free toolThe free Client Intake Failure-Test KitLive and downloadable. Runs in any browser: twelve checks on where client intake breaks.Run the kit →
Not a client result · research artifactThe AI-studio benchmark researchA 100-listing workbook and a 93-firm analysis cohort. Provisional: a single-judge freeze.Read the evidence →
Price

One printed price.

Priced after a short conversation — the One-Workflow Review, a fixed fee. Everything else is priced after the review.

Method

The three steps.

The One-Workflow Method: Map -> Test -> Hand over

The same three steps on every engagement: map the workflow as it runs, test where it breaks, hand over the written fix.

Book

Book the conversation.

Book a free 30-minute readiness conversation
Who it is for

THE CALENDAR DOESN'T WAIT FOR PAPERWORK.

Accounting and tax practice owners. The work is checklist- and deadline-led: onboarding steps, missing documents, and a named owner for every chase.

Send a brief
What you get

WHERE THE WORK GETS FIXED.

Onboarding stepsA capture path where every onboarding step is visible, with what is missing stated plainly.Send a brief →
Document handoffsMissing-document chases routed to a named owner instead of stalling in an inbox.Send a brief →
Deadline awarenessWhere a deadline depends on a document, the dependency is visible before the deadline lands.Get the kit →
An illustrative photograph of an office at dusk with desk lamps on
How the work runs

ONE WORKFLOW, END TO END.

The firm's own onboarding path, in the firm's own words.

01

Diagnostic conversation

We walk one onboarding from engagement letter to complete file and name where it slips.

02

Agreed build boundary

A written scope: what is in, what is out, which systems the work crosses.

03

Acceptance checks

What working means, written as checks and agreed before any build starts.

04

Handoff plan

Source, configuration and operating notes go to a named owner at the firm.

Send a brief
Worked example

WHAT AN ONBOARDING RECORD CAN SHOW.

DEMONSTRATION, NOT A CLIENT RESULT

Sample onboarding record, illustrative only

  • The situation: onboarding starts and required documents are missing.
  • The expected behavior: each missing item is routed to a named owner with a chase path.
  • The evidence to inspect: the checklist record, the chase events and the named reviewer.
  • The handover record: source or configuration, operating notes, agreed acceptance record.
Illustrative sample, not a client result.
An illustrative photograph of a printed worksheet booklet on a desk

Illustrative sample, not a client result. Photos on this page are illustrative, not clients.

Talk to Mike →
Where to start

THREE WAYS IN.

01
OFFERINGClient Intake Failure-Test KitTwelve self-serve failure tests across capture, delivery, ownership and recovery.
Free02
OFFERINGAI Readiness SnapshotOne working session, a findings register and the top decisions that are yours to make.
Price confirmed on the call03
OFFERINGClient Intake BuildA front door for new inquiries and a follow-up path for documents and questions.
Scoped after a short brief
Questions

REAL QUESTIONS, PLAIN ANSWERS.

Is this tax advice?

No. RIG is not an accounting firm and does not provide tax advice. No compliance certification is offered.

Can this work around busy season?

The Snapshot is one working session; builds are scoped from a finding. The work is scoped around the calendar, not sold as a busy-season promise.

Do we have to replace our current software?

No. The work is scoped around the tools your firm already uses.

What does it cost?

The One-Workflow Review, and everything else on this site, is scoped and priced after a short conversation.

Delivery confidence

WHAT IS DELIVERED. WHO DELIVERS IT. CHECKED HOW.

Named accountability and written checks, agreed before work starts. What you can inspect is named below.

What is deliveredA written review of one workflow: who owns each step, where it stalls, and the next fix with a retest date. Onboarding steps: every step visible, with what is missing stated plainly. Document handoffs: missing-document chases routed to a named owner instead of stalling in an inbox. Deadline awareness: where a deadline depends on a document, the dependency is visible before the deadline lands. Handoff plan: source, configuration and operating notes to a named owner at the firm.
Who delivers itMike Rodgers, Rodgers Intelligence Group, Denver.
By whenReadout within ten business days after required access. Implementation quoted separately.
Acceptance checksWhat working means, written as checks and agreed before any build starts.
If a check failsIf a written acceptance check fails, the failure is documented and reworked before handoff.
What you get to inspectThe “What an onboarding record can show” block is a labeled demonstration: DEMONSTRATION, NOT A CLIENT RESULT, an illustrative sample, not a client result. Demonstrations on this page are illustrative, not client results. The free Client Intake Failure-Test Kit is available to run yourself.
PrerequisitesA diagnostic conversation walking one onboarding from engagement letter to complete file, then a written scope: what is in, what is out, which systems the work crosses.
Out of scopeRIG is not an accounting firm and does not provide tax advice. No compliance certification is offered. The work is scoped around the calendar, not sold as a busy-season promise.
Next step

SEND THE BRIEF.

Name the workflow: where onboarding starts, which documents are required, and who chases what is missing.

Book a free 30-minute readiness conversationGet the free Test Kit
What to send
  • Where onboarding starts.
  • Which documents are required.
  • Who chases what is missing.
Photos on this page are illustrative, not clients.