TFW Advisors
Hidden work and unclear ownership stalled the firm. We clarified roles and responsibilities, built SOPs, and replaced low performers.
10% → 70%
Andrew Ziolo
Managing PartnerBrad Doran
Partner, CPA
Managing PartnerBrad Doran
Partner, CPA
For small and mid-sized accounting and tax firms.
Build a firm that runs without you.
You've become the bottleneck. We install the operating system that lets your firm scale, without scaling your hours.
Accounting and tax firms that trust Human at Scale
Sound familiar?
If you're a firm owner, you know the feeling…
You're busy all day, yet the firm still can't operate without you.
You're working more hours than you like, mostly putting out fires.
Work and deadlines slip because everything depends on you.
Revenue exists, but profit could be a lot better.
You have great ideas, but no real change is happening.
That is exactly what humanOS fixes.
What we do
We install humanOS, the operating system your firm runs on when it no longer runs on you.
The systems, roles, and accountability that get you out of the weeds, protect your margin, and let the firm scale without scaling your hours.
The process
How an engagement works.
01
Operations Audit
An Operations Audit maps where client work gets stuck and what to fix first.
02
Install
We build humanOS: the systems, roles, and cadence your firm runs on.
03
Scale
The firm runs without you in the middle. You focus on growth.
Real firms. Real outcomes.
All case studies →FinClarity
Owner stuck in every review, work stalling without him. We installed roles, cadence, and clean handoffs.
50% → 90%+
Jason Lundberg
Managing PartnerRead the case study
Managing PartnerRead the case study
Quadrant Advisory
Growing fast, founder buried in delivery. We built the management team, systems, and pricing visibility.
38% → 85%
Chris May
Founder & CEORead the case study
Founder & CEORead the case study
“To say our firm is different today is an understatement. We went from completing 50% of our weekly work to over 90%, and our response times are 80% faster. We finally have a firm that can grow without adding headcount.”
“Our revenues increased 85% year over year, we have a core management team in place, and a new business partner. I am no longer working 60+ hour weeks, and we are focused on growth and margins.”
“Human at Scale has been invaluable in removing bottlenecks and automating systems and processes. This is allowing us to grow, without growing too fast and causing problems.”
Ready to get out of the weeds?
Book your free Discovery Call
Why us
Why this isn't like anything you've tried before
The typical consultant
Great deliverables, but doesn't drive change.
Lots of strategy and planning, but little execution.
Expensive.
Rigid frameworks
Industry agnostic; does not specialize in accounting.
The same playbook for every firm.
Driven by your firm instead of handing off execution.
Human at Scale
Aligns your firm's unique people, process, data, and technology.
Embedded operators through full implementation; we make sure it sticks.
Oriented to execution and accountability.
What we offer
Human at Scale is a strategic operations agency for accounting firms. We work with firm owners in three ways, each scoped to your firm and mapped with you on a free Discovery Call.
Start here
Operations Audit
Your operational diagnostic
A full assessment of how your firm runs today, a prioritized fix list with the ROI of each, and a sequenced roadmap to execute.
Vision & goals alignmentOperations evaluationFinancial analysis & KPIsBottlenecks, solutions & ROIImplementation timeline
Core engagement
humanOS
An embedded operations team
Our managed service for accounting firms. We act as change managers and build the operating system your firm runs on.
Firm-wide meeting rhythmDashboards & metricsSOPs & workflowsPractice management setupTeam accountabilityRoles & org clarity
Learn more about humanOS
Full suite
Custom Implementation
Extra strategic execution horsepower
Full custom execution of your strategy: everything in humanOS plus strategic advisory and advanced change management for your full firm.
Everything in humanOSStrategic advisoryAdvanced change managementFull-firm execution
Every engagement is scoped uniquely to your firm and set with you during the Audit.
The savings guarantee
$50,000+
Every Operations Audit identifies at least $50,000 in savings and revenue opportunities, or you get a full refund.
Common questions
Frequently asked questions
What does Human at Scale do?
We help accounting and tax firms improve their operations, delivery, and team performance. We blend operations design, coaching, and analytics so your firm can scale sustainably.
What types of firms do you work with?
We primarily work with accounting firms, CAS firms, bookkeeping firms, fractional CFO firms, and tax practices. Our clients typically range from $500K to $5M in revenue.
What are your core service offerings?
Three tiers, one system. Foundation installs a predictable meeting rhythm and data infrastructure. Operating controls work intake, forecasts capacity, and documents workflows. Strategic embeds fractional operations leadership and advisory to enforce priorities and model growth.
How does pricing work?
Every engagement is scoped to your firm, so we map it with you on the Discovery Call rather than list a number here. You start with a free Discovery Call, then an Operations Audit, then an implementation sized to your firm.
What is included in the Operations Audit?
A review of your current tech stack and workflows, team structure and capacity, client experience, and SOPs, plus a prioritized findings report. It is backed by our savings guarantee.
What is your typical engagement process?
A short triage call to understand your situation, a deeper discovery and assessment, a three to four week Operations Audit with recommendations, then a six to twelve month implementation.
What results can we expect?
Common outcomes include a 20 to 30% improvement in team utilization, 10 to 15 hours a week freed up for leadership, faster client onboarding, improved margins, clearer roles and accountability, and a scalable meeting cadence.
What tools do you work with, and can you help implement them?
We work with practice management tools (Karbon, Canopy, Keeper, FinancialCents, TaxDome, Notion), CRMs (HubSpot, ActiveCampaign), proposal tools (Ignition, Anchor), and dashboards (Reach Reporting, Fathom). We are tool agnostic and support implementing and integrating new platforms.
Could I just hire an Operations Manager, COO, or Firm Administrator instead?
You could, and many firms do. But most owners lack the operations experience to define success or train someone effectively. We bring the accounting-firm operations expertise to build the right systems, and set your operations leader, whether an Ops Manager, COO, or Director of Operations, up to run them.
See where your firm is stuck.
Start with a free Discovery Call. No prep. Leave with one clear next step.