Borsboom Consulting

Accounting firms

Spend your busiest weeks on judgment, not data entry.

Borsboom Consulting helps owners of accounting and bookkeeping firms put AI on sorting, chasing and routine client email. Your accountants keep the review and the sign-off.

Book a meeting Get the 5 jobs guide

Where the repeat work usually sits

Accounting already runs on rules and past examples, which is exactly what AI learns from best. These are the jobs firms usually look at first.

The 5 jobs to fix first, for accounting firms

  • Chasing clients for documentsWhat is in and what is missing for each client, checked against last year's file, with the reminders drafted.
  • Categorizing transactionsTransactions coded from how each client's were coded before, with the vendors coded more than one way flagged for a person.
  • Onboarding and engagement lettersThe engagement letter drafted from your template and the intake form, with a checklist of what is still missing.
  • The inbox and "where's my return?"Routine status and deadline questions drafted from the file status, for staff to approve.
  • First drafts of commentary and client lettersVariance commentary and the client letter drafted from the numbers and last year's notes, for the preparer and reviewer to check.

How we would work together

One job at a time, so your team learns it and trusts it before the next one starts.

  1. Plan

    A two-week paid look. We pick the one job costing you the most, measure how long it takes today, and agree what success looks like before anything is built.

  2. Build

    One assistant for that job, built for a fixed price and tested on real past work before it touches anything live.

  3. Keep it running

    We review the results with you each month, fix what needs fixing, and choose the next job together.

How it works, step by step · About the paid look

From real work

Client names and identifying details (city, team size and anything specific enough to place them) are left out on purpose.

Questions accounting firms ask

Will AI do the accounting?
No. AI is good at sorting and drafting from past examples. The review, the judgment and the sign-off stay with your accountants.
Does it work with our accounting software?
Many accounting systems can be connected. I test what each connection can and cannot do before your team relies on it.
What about client financial data?
Client work runs on the firm's business account, and we decide job by job what data a job actually needs. More in the data and safety answers.
Where do we start?
With a short meeting, then a two-week paid look to find the one job worth fixing first.

Start with a conversation

Tell Devan about the repeat work that takes the most time in your practice. If AI is a good fit, he will say so. If it is not, he will say that too.

Book a meeting Text (403) 919-3151

Prefer email? [email protected]