An example engagement for accounting firms in Houston.
Example engagement01
This is an example engagement, not a client story. It shows how we would run an audit and build for a typical firm of this kind. The research figures come from the public sources cited, and nothing here reports a specific client's results.
A Houston bookkeeping firm with a small team serving several dozen monthly clients, mostly local service businesses and medical practices.
Each month, bookkeepers collect a list of uncategorized transactions and missing receipts, then email each client separately. Answers come back over days, often in pieces, and the close slips into the next month.
The owner assigns work from a spreadsheet and spends hours each week checking who is on which client. Monthly reports are assembled by hand from the books and sent as attachments.
What the research says02
In a 2024 survey of 367 accounting and bookkeeping firms, 65.2% named getting information and documents from clients as their biggest workflow challenge, and 52.4% said documents arrived only after several days.