humanOS is our operations service for accounting, finance, and tax firms. Two ways to run it: fully embedded, where we do the work, or advisory, where we guide your team. We help you pick the right one.
Trusted by small and mid-sized accounting and tax firms.
You're hiring and adding contractors, but the operational load grows faster than the team.
Your practice management tool gets used inconsistently, so nothing is reliable.
Time tracking isn't clean enough to drive decisions.
Accountability only happens when you're the one chasing it.
You could hold it together yourself. You knew every workflow, and leadership attention was enough to keep things moving.
Attention stopped scaling. Standardizing how work gets done keeps getting slow-rolled by busy season, and quality starts to slip. You know the fix. There's just no one to build it.
We audit your firm, sequence the fixes, and drive change on a steady cadence until the firm no longer depends on you. What changes is how hands-on we are: we can run the work for you, or guide your team as they run it.
Data clean-up, hygiene, and reporting
Meeting structure, cadence, and facilitation
Team accountability, buy-in, and follow-through
Process documentation, workflows, and templates
Clarity of roles, org chart, services, and client assignments
Practice management setup, configuration, and team training
Fully embedded. We become your operations team and run it week after week. You give feedback and make decisions; we handle execution: systems, configuration, dashboards, and documentation.
Clean up the fundamentals, launch the meeting cadence, make time tracking reliable, and set firm-wide standards.
Standardize the firm. Publish priority SOPs, build capacity visibility, assess client profitability, and ship work every week.
Advanced reporting, pricing and margin strategy, and accountability that runs without you chasing it.
Best for: firms that want it built for them, with limited capacity to execute internally and a need for speed.
Advisory. We audit your firm, sequence the fixes, and every two weeks recommend one outcome to implement. Your team executes with our agendas, playbooks, and checklists. We review the results and call the next move.
Diagnose the main bottleneck and produce a sequenced roadmap for the next 60 days.
Pick one cycle's worth of work, get equipped, execute with your team, and submit results. We recommend what's next.
Deepen the reporting, add build-hour packages as the roadmap calls for them, and re-baseline together.
Best for: firms ready to build in-house, with team capacity to execute two weeks at a time, that want to start leaner.
You want the work done for you, not just guided.
Your team is at capacity and can't take on execution.
You want change fast and a fully managed operations function.
You're ready to commit to a hands-on engagement.
Your team has capacity to execute, two weeks at a time.
You want to build in-house operations capability.
You want to start leaner and scale our involvement over time.
You want the ops layer in place before betting on automation and AI.
humanOS
humanOS Lite
Who does the work
We do, fully embedded
Your team does, we guide
Rhythm
Weekly execution
Two-week advisory cycles
Best for
Firms that want it built for them
Firms ready to build, with guidance
You get
A managed operations team
A roadmap, playbooks, and advisory
Not sure which one? That's what the discovery call is for. We'll point you to the right level.
A traditional ops hire
An internal ops manager
humanOS
Salary, benefits, overhead
Slow ramp, unclear how to manage them
A managed service, live from day one
Knowledge trapped in one head
Struggles without a blueprint
Documented systems your team can run
Distracted by other work
Pulled onto whatever's on fire
Firm-wide change is the only priority
The firm runs on a predictable rhythm.
The team knows who owns what and how work flows.
Key-person risk drops, because the systems aren't in your head anymore.
You get your time and focus back to grow the firm.
Book a free discovery call. We'll diagnose what's holding the firm back and recommend humanOS or humanOS Lite.