01
Where the hours go
A map of your firm's recurring work by team and month, with the steps that repeat across clients.
AdvisoryA roadmap your team
A roadmap your team
can run.
A half-day review of how work moves through your firm, then a written, sequenced plan: where automation pays, where it does not, and the review controls each step needs.
What the review coversThree outputs,
Three outputs,
in writing.
02
What to automate
A ranked list of candidates, with what each saves, what it costs to build and what not to automate.
03
How to control it
Review, confidentiality and documentation controls for each step, in line with ICAI norms.
Reference pointsSystems that run
Systems that run
my own practice.
Each has a case page with the problem, what it does, the outcome and screenshots with sample data.
Col. D
Smriti
Circulars, past working papers and research notes sat in folders nobody searched. Answers were rebuilt from memory, and the source page was rarely recorded. A reviewer could not tell which document a statement came from.
Col. F
FirmDesk
Engagements lived across email, spreadsheets and chat. Deadlines were tracked in heads, and handovers lost context. No one could see what was stuck without asking.
Col. P
FAR
Fixed asset registers arrived as spreadsheets that did not tie to the ledger. Physical verification sheets were matched by hand, and depreciation schedules were rebuilt every year.
Col. C
TDS Desk
TDS data came from many client formats. Section mapping and rate checks were manual, and short deductions were found only after notices arrived.
Col. N
Link Vault
Useful links to circulars, judgments and forms were shared in chats and lost. The same search was repeated by different people every week.