Real clients · Real numbers · No ranges

What mosAIQ actually delivers
inside a real accounting firm.

Two firms. Different sizes. Different pain points. Same outcome: admin eliminated, revenue recovered, partners doing partner-level work again.

🏠
Orishir & Associates
14-person firm · Tampa, FL · General CPA
🏗
Mishak Accounting Group
6-person firm · Chicago, IL · SMB Focus
Orishir & Associates
Mishak Accounting Group
Orishir office
Client profile · Deployed March 2024
Orishir & Associates CPA
Tampa, FL · Est. 2011 · 14 staff · General practice
Tax preparation Bookkeeping Business advisory Payroll
💼
$3.2M
Annual gross revenue at time of engagement
👥
14 staff
3 partners, 6 senior accountants, 5 admin/support
📌
Plan 4
Operations stack · Clockwork™ included · $2,497/mo
⚡
19 days
Contract to fully live platform
$187,400
Additional billable revenue recovered in 12 months
↑ from $0 identified pre-audit
31 hrs
Admin hours eliminated per week across the firm
↑ returned to billable work
94%
Client onboarding completion rate (was 61%)
↑ +33 percentage points
$29,964
Annual retainer cost · Net ROI: $157,436 year one
↑ 625% year-one ROI
Billable Hours Recovered Per Month
Hours redirected from admin to billable client work · by staff tier
Partners
41 hrs/mo
Sr. Accountants
52 hrs/mo
Admin Staff
28 hrs/mo
Total Firm
121 hrs/mo
Revenue Impact by Agent — 12 Months
Cumulative value attributed to each deployed agent
Deadline Mgmt
$54,200
Client Onboard
$43,100
Invoice Chase
$38,600
Advisory Upsell
$29,800
Inbox Intel
$21,700
Partner Billable Capacity — Before vs After
Hours per week on actual client work (vs admin)
14 hrs
per week
Before
mosAIQ
31 hrs
per week
After
mosAIQ
+121%
increase
Net
gain
Monthly Revenue Run Rate — 2024
Actual monthly billings · mosAIQ deployed Month 3
mosAIQ live $218K $228K $264K $298K
Jan Mar May Jul Sep Nov Dec

Before & After — Day-to-Day Reality

Before mosAIQ
😑Partners spent 14 hrs/wk on emails, reminders, and document chasing
😑Client onboarding averaged 11 days — 4 staff touchpoints per client
😑$38,600/yr in outstanding invoices 90+ days past due
😑Tax deadline reminders sent manually by admin staff
😑Advisory upsell conversations happened only when a partner remembered
😑New client intake form abandoned by 39% of prospects
→
After mosAIQ
✅Partners spend 3 hrs/wk on admin — 11 hours returned to billable work per partner
✅Client onboarding completes in 3.2 days — fully automated sequence, 1 approval touch
✅Outstanding AR over 90 days reduced to $4,100 — 89% reduction
✅Every deadline tracked, sequenced, and client-notified automatically
✅Advisory trigger agent identifies upsell moment — $29,800 in new advisory revenue
✅Intake completion rate: 94% — AI follows up automatically until complete
"I was skeptical. We'd tried two other automation tools and both died within 90 days because nobody had time to maintain them. mosAIQ was different — their team built it, connected it to our systems, and we haven't touched a configuration since. The first month, I got 11 hours back. I used every one of them on a new advisory client."
Daniel Orishir
Managing Partner, Orishir & Associates CPA · Tampa, FL
📈 $187,400 recovered · 625% ROI · Year one
Agents deployed
📥 Inbox Intelligence Agent
📋 Client Onboarding Agent
📅 Deadline Management Agent
💵 Invoice Chase Agent
📈 Advisory Upsell Trigger Agent
👥 Staff Morning Briefing Agent
⚙ Clockwork™ Workflow Engine
Mishak office Chicago
Client profile · Deployed September 2024
Mishak Accounting Group
Chicago, IL · Est. 2017 · 6 staff · SMB-focused
Small business accounting Fractional CFO Bookkeeping Tax prep
💼
$890K
Annual gross revenue at time of engagement
👥
6 staff
1 founder/CPA, 2 accountants, 1 bookkeeper, 2 admin
📌
Plan 2
Growth stack · $997/mo · 12 agents
⚡
14 days
Contract to fully live platform
$74,200
Additional revenue in first 12 months post-deployment
↑ from $0 identified pre-audit
18 hrs
Admin hours eliminated per week — founder reclaimed 11 hrs personally
↑ returned to client work
22 new
New SMB clients onboarded through automated intake pipeline
↑ vs 8 prior year same period
$11,964
Annual retainer · Net ROI: $62,236 year one
↑ 620% year-one ROI
New Client Acquisition — Monthly
New SMB clients signed · mosAIQ deployed Month 1
J
F
M
A
M
J
J
A
S
O
N
D
Before deployment After deployment (Sep 2024)
Time Allocation — Founder (hrs/week)
How 50 hours/week are spent · before vs after
Before
50 hrs
■ Admin 38%   ■ Billable 22%
■ Meetings 40%
After
50 hrs
■ Admin 10%   ■ Billable 48%
■ Meetings 38%
+11 hrs/wk on client work
Accounts Receivable Aging — Before vs After
Outstanding invoices by age bracket
Before mosAIQ
0–30 days
$31,400
31–60 days
$19,800
60–90 days
$11,200
After mosAIQ
0–30 days
$23,900
31–60 days
$6,800
60–90 days
$1,400
Revenue by Service Line — Year-over-Year
2023 (pre-mosAIQ) vs 2024 (with mosAIQ)
Tax Prep
$312K
Tax Prep
$388K ↑
Bookkeeping
$194K
x
$276K ↑
Advisory
$78K
x
$152K ↑
2023 2024

Before & After — Day-to-Day Reality

Before mosAIQ
😑Founder spending 19 hrs/wk on emails, reminders, and scheduling
😑$31,400 in outstanding invoices with no systematic follow-up
😑New client intake: 12-step manual process, 5-day average time to complete
😑Advisory services sold only when clients asked — nobody was asking
😑8 new clients signed in the prior 12-month period
→
After mosAIQ
✅Founder spending 8 hrs/wk on admin — 11 hours returned to billable work
✅Outstanding AR reduced to $8,200 — automated chase sequences cut balance by 74%
✅New client intake: fully automated sequence, 1.8-day average completion
✅Advisory trigger agent identified 14 clients ready for upsell — $74,000 in new advisory revenue
✅22 new clients signed in the first 12 months post-deployment
"As a 6-person firm, I wore every hat. I was doing the accounting, chasing invoices, onboarding clients, and answering emails until midnight. mosAIQ gave me back my evenings and — more importantly — gave me back the mental space to actually think about growing the firm. We signed 22 new clients last year. That's never happened."
Rivka Mishak
Founder & Managing CPA, Mishak Accounting Group · Chicago, IL
📈 $74,200 recovered · 620% ROI · Year one
Agents deployed
📥 Inbox Intelligence Agent
📋 Client Onboarding Agent
💵 Invoice Chase Agent
📈 Advisory Upsell Trigger Agent
🔍 Lead Qualification Agent
👥 Staff Morning Briefing Agent
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