Human at Scale installs the systems, structure, and operating rhythm growing accounting firms need to scale profitably—without burning out the owner.
With a 3-week Operations Audit, Human at Scale will assess your firm’s operations, profitability, and technology and deliver a roadmap to optimize your firm, get out of the weeds, and unlock growth.
$3,500 $2,450 (30% Future Firm Member Discount)
Let’s get you out of the weeds and your firm running smoothly.
What We Do:
Interview your team, review your processes, and assess your technology and profitability top to bottom.
What You Get:
A breakdown of current operational challenges and a roadmap for fixing them — including priority areas, project plans, KPIs to measure, expected ROI, and a timeline for implementation
You started your firm to build something meaningful and have the freedom to live your life. But the freedom hasn’t come.
You dream about taking a vacation, but the firm can’t operate without you.
You can’t deliver on time because every decision needs your input.
You have plenty of clients, but your margins are still low.
You can’t seem to get the processes out of your head and into your team’s workflow.
It’s your systems—or your lack of them. You’ve hit the stage where doing it all yourself no longer works. You have the talent in your team, but you need new management systems that allow them to run the daily work so you can scale yourself out and focus on vision, strategy, and growth.
But you’ll still need to tell them what to do.
But you’ll still have to implement whatever changes they recommend—on top of your full workload.
But they won’t be specific to accounting or your unique strategy.
But technology alone won’t fix unclear decision-making, ownership, or follow-through.
—we implement them, train your team, and stay involved.
tailored to your strategy, clients, and people, rather than forcing you into a predefined model.
around real operational goals before automating anything, so tools reinforce execution instead of fragmenting it.
so you can stop firefighting, focus on growth, and get your life back.
"You are very available to me. I am starting to see some clarity as we work through everything. I see progress and it has only been two months."
"Feeling like we're making progress on reporting and tracking who's doing what, things not getting stuck in limbo."
" To say our firm is different today than it was when we started working with Human at Scale would be an understatement. So we are materially different in how we work, how our team works, how we think about work, and how we serve our clients."
What It Is: A comprehensive analysis identifying exactly where your processes, people, and profits are breaking down—and a clear roadmap to fix them.
Over 3 weeks, we evaluate every component of your firm's operations:
Accountability, culture, communication.
Profitability, SOPs, reporting.
Team performance, onboarding, organizational design.
Client onboarding, delivery, SLAs, satisfaction.
Pipeline, forecasting, process.
Software evaluation, implementation, adoption.
We translate what lives in your head into shared context on your goals and operational challenges.
We interview core team members to learn about operational issues from those closest to the work.
We evaluate your practice management tool for workflows, process, templates, and team adoption.
We dig into your financial model to understand what’s driving profit and where margins can improve.
We look at your spreadsheets (the personal ones you use daily) and old deliverables (the ones from past consultants). The more context, the better.
A clear restatement of your long-term vision and near-term goals.
Our evaluation of your firm’s operations.
A report showing client profitability and benchmarks for operational KPIs.
A list of operational bottlenecks with solutions to fix them, plus project plans, KPIs to measure success, and your expected ROI from each solution
A schedule for carrying out operational change prioritized according to what best achieves your goals.
Members of the Future Firm Accelerate community can get our Operations Audit at an exclusive discount:
$3,500 $2,450 ($1,050 savings)
From Chaos to Measurable Efficiency
"We've made huge steps toward better operations, stronger internal organization, and significantly improved international team collaboration (with 60% better response times). We're creating better client results. It's incredible to see how much growth we've made over a short period of time."
41% increase in on-time and accurate work
67% reduction in overdue tasks
Reduced client response times from 62 hours to 13 hours
60% improvement in SOP completion
Team clarity and engagement rose 25%+
85% Revenue Growth, Reduced Hours
"After working with Human at Scale, our revenues increased 85% year over year, we put a core management team in place, and gained a new business partner. I'm no longer working 60+ hours a week (stressful hours to boot), and we are now focusing on growth and increasing profit margins."
85% YOY revenue increase
2x’d staff size with strong management team
Reduced founder hours significantly
Shifted focus from execution to strategic growth
Shifted focus from execution to strategic growth
I started Human at Scale after seeing too many talented accounting firm owners drown inside their own firms. Working 60+ hour weeks. Answering every question. Making every decision. Their firms couldn't operate without them. Because of it, they couldn’t scale or find the freedom they’d started the business for in the first place.
I’ve seen this pattern repeatedly throughout my career.
I experienced it first-hand as Chief Operating Officer growing Commonwealth Joe, the largest nitro cold brew distributor in the U.S., from start-up to scale-up. I witnessed it while working with Fortune 100 companies and late-stage startups at Accenture's Emerging Technology practice. And over the past few years, I coached 85+ founders and CEOs across industries through the same challenges, helping them save countless hours and millions of dollars in the process.
The pattern is always the same: growth stalls when operations break.
Human at Scale exists to fix that. We don’t just diagnose problems; we help your team implement solutions and stay involved to make sure systems actually stick.
Our clients see 40%+ better work quality, 3x revenue growth, and owners reclaim up to 30 hours per week for strategic, creative work.
By aligning people, process, and technology, we help firms evolve to scale without constant oversight, so you can focus on what matters most.
If that’s the kind of firm you want, let’s talk.
humanOS: Your Complete Operations Transformation
This is the part where we give you hands-on help. After your Operations Audit, you can engage Human at Scale to implement the solutions from our roadmap for complete operations transformation and management, including:
We install a predictable rhythm for meetings and decision-making across the firm, so priorities stay clear, commitments get tracked, and follow-through is automatic.
We build a single source of truth for firm-wide metrics, so you can make confident, evidence-based strategic decisions in real-time (instead of weeks).
We help determine the profitability and prioritization of all work, so your team stops firefighting and protects capacity for the clients (and profit) that matter most.
We forecast utilization and hiring needs before burnout or margin erosion hits, so you scale capacity strategically instead of reactively.
We document the workflows that power on-time client delivery, so key knowledge and work move smoothly between team members without founder intervention.
We embed a fractional operations leader who enforces priorities and keeps systems running, so you can focus on growth and strategy instead of daily execution.
We strengthen pricing discipline and your cash conversion cycle, so every engagement delivers more predictable cash flow.
We model growth scenarios and stress-test hiring decisions, so you can expand knowing clear margin tradeoffs instead of guessing your way forward.
"Working with Human at Scale was a smart investment—one that has already paid dividends in our thinking, clarity, and momentum."
“We needed to quickly ramp up executive capacity to roll out an aggressive number of strategic initiatives. Human at Scale offered a highly -tailored, practical implementation plan that gained us time back immediately with continued payoff.”
"Through Human at Scale, we've helped give our managers the confidence they need to effectively lead. Their method also helped bring our managers together and form stronger bonds as a group.”
"Feeling like we're definitely making progress on reporting and tracking who's doing what. Deliverables are no longer getting stuck in limbo."
You want your firm to operate without daily intervention.
You're ready to shift from chaos to clarity and momentum.
You want profit, not just revenue growth.
You're willing to adopt clear standards and accountability.
You're serious about getting your life back.
You're looking for a quick fix or surface-level advice.
You're unwilling to change how decisions and work get done.
You’re resistant to greater organization, process, and structure in your firm.
Clarity Replaces Overwhelm.
Efficiency Replaces Chaos.
Your firm runs on a predictable rhythm.
No more daily firefighting. Work flows through clear systems.
Your team knows who owns what and how work flows.
No more confusion or waiting on you to get things done.
Clients receive consistent delivery without constant escalation.
Your reputation improves. Referrals increase. You get confident in the team’s ability to execute the work.
You regain time and focus to grow intentionally.
You finally get to work on your business, not just in it.
Save $1,050 as a Future Firm member
What happens next:
Book your Operations Audit below.
Complete a short questionnaire about your firm.
We interview you and your team, review key documents and processes, and identify your heaviest operational challenges.
You receive a prioritized roadmap of improvements that gives you back time and money.
No long-term commitment required.
Clear scope and expectations from day one.
Detailed interviews with you, your leadership team, and key hires
Review of current tech stack and workflows
Team structure and capacity analysis
SOPs and process documentation review
Identification of bottlenecks and inefficiencies
Detailed findings report with prioritized recommendations
20-30% improvement in team utilization
10-15 hours/week freed up for leadership (we’ve seen 30+ hours as well!)
Faster client onboarding
Improved margins through better pricing, scoping, and delivery
Clearer team roles and accountability
Scalable meeting cadence
Ryan Lazanis built Future Firm to help accounting firm owners get their lives back through proven tactics, systems, and frameworks.
Chase Damiano created Human at Scale to implement those systems and ensure they stick.
Together, we give you both strategy and execution.
Ready to build a firm that runs without you?