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CPA firm AI advisory system showing compliance automation and revenue optimization
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CPA / accounting · the advisory play · $2M–$20M rev

Stop selling hours. Sell the system.

You do good compliance work — but AI eats repeatable compliance in 24 months, and your buyers want the answer, not the return. Every hour billed for work a machine will soon do, every advisory client you never upsold, every partner buried in season is margin walking out the door. RIG builds the advisory system on top of the work you already do — so the same partner earns more, on a recurring line.

Put me on your problem →

02 · how you make money

Three places the money actually moves.

Compliance becomes an advisory system

Wrap your compliance work in governed AI — review, scoring, scenario modeling — and a fixed-fee return turns into a return + recurring-advisory line. New revenue from the client base you already serve.

Margin stops leaking to busywork

Workpapers, reconciliations, notices, and engagement letters get drafted and routed automatically. You close faster, free partner time, and stop paying seniors to chase documents.

The firm runs leaner through season

The deterministic, repeatable work — data entry, tie-outs, status follow-up — gets automated and audited. Capacity up, season overtime down, nothing filed on hope.

It compounds

We don't hand you a pilot and leave. The system gets built out quarter over quarter — more of your service lines, more recurring advisory revenue, a moat your competitors can't copy fast.

03 · the play

Same sequence, every time.

No science project. The exact audit → ship → install sequence that took a $40M-revenue firm from 21% to 78% partner margin.

— 01

Audit

We map where partner hours leak and where compliance could become advisory. A scored opportunity list, signed off — not a slide deck.

— 02

Ship one engine

One governed automation or one compliance-as-advisory line, in production in 90 days — measured against a real number, not a demo.

— 03

Install the discipline

Governance, the operating model, and the partner training stay behind — so the gains hold and the next engine ships faster.

04 · the receipt

— flagship · a $40M-revenue firm · anonymized

One service line, rebuilt as an advisory system.

$510k → $1.8Madvisory revenue
21% → 78%partner margin
90 daysto live, governed

05 · the next move

Let's find your system.

Tell me what your firm does and where the partner hours are leaking. It goes straight to my inbox and I answer it — no funnel, no scheduling links.

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