Frequently Asked Questions

What does Human at Scale do?

We help accounting and professional services firms improve their operations, delivery, and team performance. We blend operations design, coaching, and analytics to help firms 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?

We offer three main tiers of services:

‍Foundation Tier: Install a predictable meeting rhythm and data infrastructure so decisions get tracked, priorities stay clear, and you stop managing by instinct.

‍Operating Tier: Control work intake, forecast capacity, and document workflows so your team stops firefighting and work flows predictably without founder intervention.

‍Strategic Tier: Embed fractional operations leadership and strategic advisory to enforce priorities, optimize pricing, and model growth decisions while you focus on strategy.

What's your pricing?

Most implementations run $6-10K/month for 6-12 month engagements. We typically start with an Operations Audit ($3,500) that identifies $50K+ in savings opportunities—guaranteed or your money back.

What's included in the Operations Audit?

The audit includes:

Review of current tech stack and workflows

Team structure and capacity analysis

Client experience mapping

SOPs and process documentation review

Identification of bottlenecks and inefficiencies

Detailed findings report with prioritized recommendations

Guarantee: We'll identify $50K+ in savings/revenue opportunities or full refund

What's your typical engagement process?

1. Triage Call (15-30 min) - Quick conversation to understand your situation

2. Discovery/Assessment (30-60 min) - Deeper dive into challenges and goals

3. Operations Audit (3-4 weeks) - Comprehensive analysis with recommendations

4. Implementation (6-12 months) - Execute the transformation

What results can we expect?

Common outcomes:

20-30% improvement in team utilization

10-15 hours/week freed up for leadership

Faster client onboarding (TTFV under 10 business days)

Improved margins through better scoping and delivery

Clearer team roles and accountability

Scalable meeting cadence (L10s, 1:1s)

What tools do you work with, and can you help implement them?

We work with practice management (Karbon, Canopy, Double/Keeper, FinancialCents, TaxDome, Notion), CRM (HubSpot, ActiveCampaign), proposal tools (Ignition, Anchor), dashboards (Reach Reporting, Fathom), and more. We're tool-agnostic and adapt to your stack. We also support implementation and integration of new platforms. Depending on scope, we may structure this as a separate project fee and bring in specialized consultants.

Can I just hire you for a one-time project?

We position ourselves as your operational scaling partner, not a one-time vendor. While we offer project-based Operations Transformation work, most clients benefit from ongoing partnership as their firm evolves. We adapt our engagement model to match your growth stage and needs.

Couldn't I just hire an Operations Manager or Firm Administrator?

You could—many firms do. The challenge: most firm owners lack operations experience, so they can't define success criteria or train effectively. Even strong hires struggle without that foundation. We provide decades of accounting-firm-specific operations expertise to build the right systems and train your team to run them. We're the blueprint that sets your operations leader up for success.

I already have a COO or Director of Operations in place.

Great! As a career Chief Operating Officer myself, I value everything it takes to be a COO: thinking both big picture and in the day-to-day, translating vision into action, aligning teams, allocating resources—whatever the firm needs. And yet, there's never enough time or bandwidth to do it all. Our operations experts can help make their operational vision a reality. Hire your "second in command" their own "second in command."

What if it doesn't work out?

The Operations Audit includes a $50K savings guarantee. For implementation engagements, we structure milestones so you see value at each phase. If there's misalignment, we'll work together to course-correct or off-board professionally.

I'm not sure we're ready. Should I still reach out?

Yes—the triage call is designed to help you assess readiness. Even if now isn't the right time, we can point you toward resources or revisit in the future.

Common Questions from Leads