Build A Firm That Runs Without You.

Human at Scale installs the systems, structure, and operating rhythm growing accounting firms need to scale profitably—without burning out the owner.

If everything still runs through you, the problem isn’t effort. It’s the lack of a real operating system.

Trusted by multi-six-figure and seven-figure accounting firms
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  • "Human at Scale effectively served as a fractional Integrator, sitting at the center of strategic execution, change management, and operational excellence, touching all aspects of the business including sales, onboarding, delivery, process, team, and financials."
    Jason Lundberg
    CEO of FinClarity
  • "Building Profits hired Human at Scale to help them 'get their shit together,' which includes standardizing and documenting processes, ensuring everyone is trained on those processes, and knowing their operations going forward."
    Tracy Brantingham
    Owner & CEO at Building Profits LLC
  • "One of the key outcomes of Human at Scale's work with Andrew Ziolo was to remove him as the bottleneck of the organization by defining roles and responsibilities, implementing systems and processes, making key hires, and training the team to take on more work."
    Andrew Ziolo
    CPA at TWF Group
  • "Human at Scale is helping solve the original problems of increasing client engagement, reducing Andrew as a bottleneck, and moving towards sales and growth."
    Brad Doran
    CPA & EA at TWF Group
  • "We went from completing 50% of our weekly work to over 90%"
    Jason Lundberg
    CEO of FinClarity
  • "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."
    Jason Lundberg
    CEO of FinClarity
  • "Our revenues increased 85% year over year, a core management team in place, a new business partner, I'm not working 60+ hours (stressful hours to boot), and we are now focusing on growth + increasing profit margins."
    Chris May
    CEO of Quadrant Advisory

You’re busy all day, yet the firm still can’t operate without you.

You’re promising clients timelines you can’t keep.

Work slips because everything depends on you.

Revenue exists, but profit doesn’t.

Communication feels reactive, not reliable.

You’re overwhelmed—not unsupported.

Then: Operations were easier to manage when the firm was smaller.

Now: Clients are more complex, more team members, more moving parts, and chaos compounds fast.

Introducing humanOS

A structured system that installs clarity, cadence, and accountability across your firm.

Not another software

Not generic consulting

A system integrating people, process, technology, and culture

What's Included

01

Operations Audit

Identify exactly where process, people, and profit are breaking down—and how to fix them.

02

Operating Foundation

Install a predictable rhythm of meetings and decisions across the firm—so priorities stay clear, commitments get tracked, and follow-through becomes automatic.

03

Data Foundation

Build a single source of truth for firm-wide metrics—so you make strategic decisions in days instead of weeks, with full confidence in the numbers.

04

Work Prioritization

Control what work enters the firm and how it gets prioritized—so your team stops firefighting and protects capacity for the clients and projects that matter most.

05

Capacity Management

Forecast utilization and hiring needs before burnout or margin erosion hits—so you scale capacity strategically instead of reactively.

06

Process Documentation

Document the workflows that power client delivery—so work moves smoothly between team members without tribal knowledge or constant founder intervention.

07

Virtual COO/CFO

Embed a fractional operations leader who enforces priorities and keeps systems running—so you focus on growth and strategy instead of daily execution.

08

Revenue Performance Advisory

Strengthen pricing discipline and eliminate scope creep—so every engagement delivers better realization, fewer write-offs, and more predictable cash flow.

09

Growth & Margin Advisory

Model growth scenarios and stress-test hiring decisions—so you expand strategically with clear margin tradeoffs instead of guessing your way forward.

How It Works

01

Audit

Deep diagnostic across operations, financials, clients, and team.

02

Design

Co-build the “your-firm way” of operating—your strategy, your experience, your process.

03

Implement

Put systems into daily use with your team so change actually sticks, not just looks good on paper.

04

Improve

Reinforce accountability, adoption, and continuous improvement so operations don’t regress.

What Firms Experience After Implementation

01

Operational efficiency

Faster response times, fewer bottlenecks, reduced overdue work

02

Quality improvement

Higher accuracy, less rework, better on-time completion

03

Team autonomy:

Reduced founder dependency, clearer roles, more strategic focus

04

Scalable capacity

Growth without proportional chaos or hours worked

05

System adoption

Better tool utilization, standardized processes, reliable tracking

Why This Is Different

What Others Miss

Traditional consultants hand you assessments, decks, and recommendations—then leave you to implement them on top of an already full workload.

Rigid business frameworks apply generic “best practices” that ignore your firm’s strategy, clients, and team realities.

Automation engineers optimize tools and automation in isolation, without understanding how decisions, accountability, and execution actually work across the firm.

Human at Scale Difference

We stay embedded through implementation so systems are installed, adopted, and operating—not just recommended.

We design flexible operating systems tailored to your firm’s strategy, clients, and people, rather than forcing you into a predefined model.

We align people, process, and technology around real operational goals before automating anything, so tools reinforce execution instead of fragmenting it.

This is for...

Accounting firm owners who want the firm to operate without constant intervention.

Leaders who want profit, not just growth.

Teams willing to adopt clear standards and accountability.

This is not for...

Firms looking for a quick fix or surface-level advice.

Owners unwilling to change how decisions and work get done.

Teams that resist structure and change.

Life After Human At Scale

The firm runs on a predictable rhythm.

he team knows who owns what and how work flows.

Clients receive consistent delivery without constant escalation.

You regain time, focus, and confidence to grow the firm intentionally.

Clarity replaces overwhelm.

Momentum replaces chaos.

Reassurance

No long-term lock-in required to get started.

Clear scope and expectations from day one.

Direct involvement from experienced operators—not junior consultants.

If humanOS isn’t the right fit, you’ll know before committing.

Ready to focus on work that actually matters?

What happens next?

A focused working session to diagnose operational constraints.

Clear insight into what to fix, what to ignore, and what it would take to implement humanOS.

No pressure—just clarity.

Common Questions from Leads

Frequently asked questions from prospects during triage and discovery calls, based on actual CRM interactions.
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.