Operations & technology for bookkeeping firms

Less admin.
More billable time.

We help independent bookkeeping and CPA firms cut manual work, implement the right tools, and build systems that scale — without the chaos of figuring it out alone.

Start with a free consultation See what we do
10.5hrs
saved per client per month on average
20–30%
more clients served on existing headcount
<90days
to pay back a typical engagement
The problem

Your firm is leaving time and revenue on the table.

AI is changing what bookkeeping work looks like. Most firms haven't caught up — yet.

80%
of routine bookkeeping tasks are automatable with tools available today
Gartner Research
6–10hrs
lost per week to manual work that bank syncing and AI categorization eliminate
Industry surveys
37%
more revenue per employee at firms actively using AI and automation vs. those that aren't
Rightworks 2025 Accounting Firm Technology Survey
23%
of small firms have any formal plan for AI or automation adoption
Accounting Today
Firms that adapt now will own the margin. Firms that wait will compete on price.
What we do

Two ways we help.

Five independently-scoped, fixed-fee engagements — or bundled together as a complete firm build.

Improve how your firm runs
Set up your workflow system

Financial Cents or Karbon: every recurring task assigned, tracked, and visible. Work stops living in email inboxes and the owner's head. Includes QBO configuration — bank feeds connected, AI categorization rules trained, integrations active.

Document your operating processes

The monthly close, client onboarding, payroll intake, and QA process — written down, standardized, and delegatable. Most firms run entirely on institutional memory. One person leaves and the process walks out with them. This fixes that.

Build your remote team

We identify which tasks to delegate, find and vet the right remote hire, and build the quality-check process. Scale without adding to your domestic payroll.

Improve how clients experience you
Set up your client portal

TaxDome or Liscio: document delivery, e-signatures, and a 24-hour response standard — all in one place. Clients stop emailing attachments into a void. You stop losing hours to inbox archaeology.

Standardize client onboarding

A structured intake process: digital engagement letter, structured document collection, QBO setup from template. Every new client gets the same professional experience from Day 1. Currently takes most firms 8+ hours per client and runs differently every time.

The full build
All five, done together — 60 to 90 days
Hands-on until everything runs without us. Most firms recover 8–15 hours per month and are positioned to onboard 20–30% more clients.
Start with a free consultation
Tools we implement

Selected for your firm's needs.

Not a default list for everyone — we recommend based on your current platform, team size, and client base.

How your firm runs
Core accounting platform
QuickBooks Online
Bank feeds connected, AI categorization rules trained, chart of accounts cleaned up. The foundation everything else plugs into.
Practice management
Financial Cents  ·  Karbon
Recurring workflows, task assignment, and team visibility. Work tracked and delegatable instead of living in someone's inbox.
AI automation
QBO AI  ·  Botkeeper
AI categorization handles 65–80% of routine transaction coding automatically. Your team reviews exceptions only.
How clients experience you
Client portal
TaxDome  ·  Liscio
Secure document delivery, e-signatures, and structured client messaging. Replaces email-and-shared-drive chaos.
Billing & proposals
Ignition
Proposals become engagement letters become automatic recurring billing. Invoice chase eliminated from day one.
Business reporting
Fathom  ·  Spotlight
KPI dashboards and narrative monthly reports. Delivers the kind of insight clients actually read and act on.
The numbers

Before and after, by process.

Hours per client per month. Based on a 55-client bookkeeping firm at typical staffing levels.

01
Transaction coding
Before
3.5h
After
1.2h
QBO AIBotkeeper
↓ 2.3
hrs/mo
per client
02
Account reconciliation
Before
2.0h
After
0.8h
QBO auto-match
↓ 1.2
hrs/mo
per client
03
Client onboarding
Before
8.0h
After
2.5h
TaxDomeIgnitionFinancial Cents
↓ 5.5
hrs/mo
per client
04
Client communication
Before
2.5h
After
0.8h
TaxDomeLiscio
↓ 1.7
hrs/mo
per client
05
Billing & collections
Before
3.0h
After
0.5h
Ignition
↓ 2.5
hrs/mo
per client
06
Payroll coordination
Before
1.5h
After
0.75h
GustoTemplates
↓ 0.75
hrs/mo
per client
07
Reporting & advisory
Before
1.0h
After
0.5h
FathomSpotlight
↓ 0.5
hrs/mo
per client
10.5 hrs
saved per client per month
+20–30%
more clients, same headcount
90–96%
retention at top-performing firms
<90 days
to recoup the investment
How we work

Three ways to engage.

Start wherever makes sense. Most clients begin with a free consultation before committing to anything.

1
Free · 30 minutes
Free Consultation

We look at how your firm runs today, tell you honestly where the biggest time and revenue leaks are, and show you what fixing them would look like. You leave with a clear prioritized list — whether you work with us or not.

2
Fixed fee · 1–2 weeks
Process Audit

A structured review of your tools, processes, and pricing. You get a written report: what's costing you time, what it's worth in dollars, and exactly what we'd fix first. Most firms find $30,000–$50,000 in recoverable capacity they didn't know they had.

3
Project-based · 4–12 weeks
Implementation

We do the work. Tool setup, process documentation, staff training — hands-on until everything runs without us.

About Sparkworks

Built for firms like yours.

Sparkworks is a boutique operations and technology consultancy built specifically for independent bookkeeping and CPA firms. We help firm owners cut the manual work consuming their time, build the systems that let them grow, and position their practice for what AI is making possible.

We don't sell software. We install it, configure it, train your team, and make sure it actually sticks.

Get started

The businesses that invest in their systems now will set the market rate later.

Start with a free 30-minute consultation. No pitch, no obligation — just an honest look at where time is being lost and what it would take to get it back.

Sparkworks

Free Consultation

We'll map your current process, identify your top three improvements, and tell you exactly what ROI looks like — before you spend anything.

Request your free consultation
or email us directly at andrew.runyon@sparkworks.digital