humanOS is our managed service for small and mid-sized accounting and tax firms. We embed an operations team in your firm, bring the operating cadence, do the work between meetings, and drive change every week, until the firm runs without you pushing it.
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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 act as change managers and build your operating system. Here is what that means in practice.
We bring the operating cadence: the meetings, the decisions, and the accountability.
We do the work between meetings: systems, configuration, dashboards, and documentation.
We make progress visible by shipping deliverables and driving change every week.
We move fast because this is our only priority, not split across your firm's internal work.
Clean up the fundamentals and prioritize the fixes. We launch a firm-wide meeting cadence, standardize time tracking, build initial dashboards, identify your core client SOPs, clarify your client mix, and review your practice management configuration.
Built around the strategic goals from onboarding. Typically: full team adoption of your practice management tool, written SOPs, templates, workflows and automations, visibility into capacity and sales pipeline, and client profitability.
As the firm stabilizes, we identify the next scope: advanced reporting, pricing and margin strategy, and the initiatives that compound as you grow.
The roadmap and every request live in one backlog, prioritized with a simple scorecard so the most important work comes first.
In the Team Sync we pick the top item for the cycle, confirm the definition of done, and gather input in a working session.
We execute between meetings and ship tangible deliverables. Your role is to give feedback and make decisions.
Anything blocked for more than 48 hours becomes a sprint priority, so momentum never stalls.
Your main point of contact. Runs the backlog, Team Syncs, and workshops, and collects input from your team.
Builds the deliverables: SOPs, processes, dashboards, templates, and your practice management configuration.
Strategic decision-making, data interpretation, and quality review across the engagement.
Align on priorities, review the data, and make the key decisions.
Design and standardize your systems together, in real time.
Review the cycle's deliverables and update the roadmap.
Plus unlimited email with the Human at Scale team between meetings.
You and select leadership team members
Anyone else in your firm who is involved
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 map out how humanOS would run for your firm.
Book your Discovery Call