Your team is stuck doing manual procedures instead of advisory work. TieStream automates bank recs, invoice testing, and compliance checks—so your staff can focus on high-value services that clients actually pay premium rates for.
You've got 3-8 employees. But 70% of billable hours go to low-margin compliance work.
Staff spends 25-30 hours/week on manual bank recs, invoice testing, compliance procedures. Only 10-15 hours on advisory work. Can't scale revenue without hiring more people.
"We need CFO-level insights, strategic planning, growth advice." But they're paying $2K/month for bookkeeping and month-end close. You can't pivot to advisory when staff is buried in procedures.
Junior accountants leave because they're doing "boring work"—manual reconciliations, data entry, testing transactions. Recruiting and training costs $15K-$25K per employee.
Deloitte and PwC have automation teams. You're competing with manual processes. Clients see you as "small, scrappy, but limited." Hard to win deals against firms with tech stacks.
Your partners are billing premium rates but spending 8-12 hours/week reviewing manual reconciliations and testing procedures. Should be doing business development and client strategy.
Want to add 20 new clients? Need 2-3 more staff. Revenue grows linearly with headcount. Margins stay flat at 40-50%. Can't break through to 60-70% margins.
For a 5-person firm managing 40 clients
Strong ROI in Year 1
Revenue per employee increases significantly (+40% typical)
Automate compliance work. Redeploy staff to advisory. Scale revenue without scaling headcount.
Set up TieStream for each client (5-10 min per client). Connect QuickBooks/Xero, set materiality thresholds, configure custom procedures. Most firms onboard all clients in 1-2 days.
Bank reconciliations, invoice matching, expense compliance, AP/AR testing, revenue recognition—all running continuously for all 40 clients. No manual work from your staff.
Instead of 25 hours/week on procedures, staff spends 10 hours reviewing exception alerts. Free up 15 hours/week per person for higher-value work.
Use freed capacity for CFO services, strategic planning, financial modeling, growth consulting. Charge $5K-$8K/month instead of $2.5K. Higher margins, stickier clients.
Same 40-hour week. 2x more advisory hours. Higher billing rates. Better margins.
"We were stuck at $900K revenue with 6 people. My staff spent 70% of their time on manual bank recs, invoice testing, and compliance work. Clients kept asking for CFO-level advisory, but we didn't have capacity. I couldn't hire more people without killing margins.
TieStream changed our business model. We onboarded all 45 clients in 2 days. Now AI does all the compliance procedures 24/7. My staff went from 25 hours/week on procedures to 10 hours reviewing exceptions. We redeployed that 15 hours/week to advisory work.
In 12 months, we upgraded 18 clients from compliance-only packages to premium advisory packages. We added 8 new advisory clients. Revenue hit $1.4M with the same 6 people. Revenue per employee went from $150K to $233K (+55%). Our margins went from 45% to 62%. The investment pays for itself every week."
Automate compliance. Scale advisory. Increase margins.
Most small firms use our Growth or Scale plans per client depending on transaction volume.
Free up 60% of staff time. Redeploy to advisory. Increase revenue per employee by 40-55%.
No! Frame it as: "We're upgrading your service from compliance-only to compliance + advisory. We're adding continuous audit capabilities and freeing up our team to provide CFO-level strategic guidance." Clients love it because they get more value. Staff loves it because they do more interesting work. Win-win.
We integrate with QuickBooks (Online and Desktop) and Xero, which covers 85% of small business clients. For NetSuite, Sage, or other ERPs, you can export data and forward via email. We're adding native integrations for NetSuite and Sage in Q1 2026.
5-10 minutes per client (connect accounting system, set thresholds, test with one document). Most firms with 30-50 clients finish onboarding in 1-2 days. We provide templates and bulk setup tools for larger firms. Our team can help with white-glove onboarding if needed.
Actually, staff love it. Junior accountants don't want to do manual bank recs—they want to learn advisory work, strategic planning, and financial modeling. TieStream automates the boring stuff and lets them do interesting work. Most firms report lower turnover and higher morale after implementing.
Most firms see ROI in 3-6 months. Example: 5-person firm managing 40 clients. If you upgrade just 3 clients from basic compliance packages to premium advisory packages, the additional revenue pays for itself immediately, and you still have 37 more clients to upgrade.
Start with 5 clients. Free up 60% of staff time on procedures. Redeploy to advisory. Scale from there.