Client Requests
Drafts document request reminders and missing-item follow-ups for staff to send
Stays out: Tax return information, Social Security numbers, bank details
ACCOUNTING FIRMS
Get Your Accounting Firms Data AI‑Ready
The Accounting Firm Pack is how Small Biz Data works with CPA, tax and bookkeeping firms. It starts with capacity: getting client documents in, work out and staff time back before and during busy season.
Who It's For
CPA and tax practices, outsourced bookkeeping and client accounting services firms, and mixed practices. Their data sits across practice management, tax and write-up software, a client portal, document storage, time and billing, and the books.
What We Measure
Realization
Amount billed as a % of the standard value of time recorded
Where It Comes From: Time and billing
Revenue per Professional
Revenue divided by client-serving staff
Where It Comes From: Books plus staff list
Engagements per Preparer
Returns or monthly bookkeeping clients handled per preparer
Where It Comes From: Practice management
Document Turnaround Days
Days from the first document request to a complete file
Where It Comes From: Practice management or client portal
Extension Rate
Share of returns put on extension
Where It Comes From: Tax software or practice management
Work-in-Progress Days
Days of recorded time not yet billed
Where It Comes From: Time and billing
Days Sales Outstanding
Days of revenue sitting unpaid in receivables
Where It Comes From: Books (AR aging)
Peak-Week Capacity Used
Hours worked in the busiest weeks as a % of hours available
Where It Comes From: Time tracking
Client Retention Rate
Share of clients at the start of the year still served at the end
Where It Comes From: Practice management
Admin Hours per Professional
Weekly hours each professional spends chasing documents and on other admin
Where It Comes From: Time entries or a two-week sample
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Engagements & Proposals
Drafts engagement letters and proposals from approved templates and the fee schedule
Stays out: Client financial details beyond what the template needs
Firm Procedures
Answers staff questions about how the firm does things
Stays out: Client files
Advisory Meeting Prep (optional)
Builds a prep sheet for a client advisory meeting from approved, de-identified notes
Stays out: Tax return information
What Stays With You
Small Biz Data organizes and connects the firm's own operating data. Client tax return information is never put into an AI tool unless the firm's own policy and any required client consent allow it, and the firm's professional standards and information security plan stay its own.
How Ready Is Your Business?
Twenty yes-or-no statements written for Accounting Firms. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes