CPA practice forensic review
mosAIQ Clockwork™ Diagnostic

You’re losing
money your
software
can’t see.

Clockwork™ is the only diagnostic built specifically for CPA and accounting practices. It doesn’t read your tax software. It reads your business — and finds the leakage.

QBO shows you what you billed. Clockwork™ shows you what you should have billed.

Book Your Clockwork™ → See What It Finds ↓
clockwork™ diagnostic output — sample Confidential
Leakage identified — 12-month period
Unbilled scope creep $18,400
AR float cost (65-day DSO) $11,200
Doc-chase staff labor $27,000
Advisory not captured $34,500
Lapsed client value $12,500
Total recoverable leakage
$103,600/yr
Before a single agent is deployed
⏱️ Recovered in week 1 First unbilled scope items → $4,200
Why Clockwork™ exists

QBO tells you what you collected.
It has no idea what you lost.

Every accounting software assumes your billing is accurate, your scope is clean, and your clients are organized. None of that is true. Clockwork™ is the first diagnostic built on what actually happens inside a CPA practice.

What QBO tracks
What you billed ✓
↕
What Clockwork™ finds
Unbilled scope & advisory$8–15K/yr
Doc-chase staff labor$27K/season
Advisory revenue missed$30–50K/yr
AR float cost$8–18K/yr
Lapsed client value$10–25K/yr
Total leakage$40–120K/yr
None of this appears in QBO, Xero, or Karbon.
✕ QuickBooks, Xero, Karbon, TaxDome
What your current software can’t see
  • ✕Advisory calls you gave away free — not tracked anywhere
  • ✕Scope creep on fixed-fee engagements — invisible until you look
  • ✕Staff hours lost to document chasing — not billable, not tracked
  • ✕Clients ready for advisory who were never asked — zero signal
  • ✕Systematic underpayment vs. your engagement letter rates
  • ✕Cost of AR float at your actual loan rate — never calculated
  • ✕Lapsed clients and what they were worth — no win-back signal
✓ Clockwork™ Diagnostic
What Clockwork™ finds and quantifies
  • ✓Every advisory call cross-referenced against what was billed — unbilled value surfaced in dollar terms
  • ✓Engagement scope vs. actual work delivered — scope creep calculated to the hour
  • ✓Staff time on non-billable document chasing — quantified per person, per season
  • ✓Client LTV scoring — advisory-ready clients ranked and flagged for outreach
  • ✓Every payment compared against your engagement letter — underpayment patterns identified
  • ✓Real AR float cost calculated at your actual credit line rate
  • ✓Lapsed client revenue modeled — win-back value quantified before a single call
The five leaks Clockwork™ finds in every practice

Most CPA firms lose
$40K–$120K a year.
In places they never look.

Every number below comes from analysis of real CPA practice data. These aren’t estimates. Clockwork™ finds your specific number — not an industry average.

📄
Document-chase labor

Staff time spent chasing clients for missing documents — emails, calls, reminders, re-sends. This is pure capacity destroyed. Your most experienced people doing admin that a system should handle.

✓ Recovered by DocChase™
$27K
avg per season
📛
Unbilled scope & advisory

Advisory calls given away free. Out-of-scope bookkeeping absorbed into fixed fees. Quick questions that became 2-hour consultations. Clockwork™ reads your communication volume against your engagement scope and finds every dollar not billed.

✓ Recovered by The Auditor™ + Scope Creep Alert
$8–15K
avg per year
📈
Advisory revenue not captured

Clients who were ready to pay for tax planning, CFO services, and advisory — but were never offered it. Clockwork™ models advisory readiness from client financial patterns, business size, and engagement history. The opportunity was already there.

✓ Captured by AdvisoryPath™
$30–50K
avg per year
💵
AR float & late payment cost

The actual cost of invoices paid 45–65 days after they were due — calculated at your real credit line interest rate. Most firms know their DSO. Almost none have ever calculated what it actually costs them in dollars every year.

✓ Recovered by BillFlow™
$8–18K
avg per year
👥
Lapsed client revenue

Clients who used you once and disappeared — and the annual value they represented. Clockwork™ identifies your highest-value lapsed clients ranked by reactivation probability, so The Retriever™ targets the right ones first.

✓ Recovered by The Retriever™
$10–25K
avg per year
CPA reviewing practice leakage report
Not estimates. Your actual numbers.
Clockwork™ pulls from your real data — billing history, AR aging, engagement records, staff time logs.
Typical total leakage found
$40K–$120K
per year · 5–15 person firm
Most firms recover the cost of Clockwork™ in the first week after agents are deployed.
🛡 3× ROI guarantee
If the agents we deploy don’t deliver 3× your retainer by month 3, that month is free. The guarantee exists because Clockwork™ calculates the math before anything is deployed.
What you receive

A real report. Real numbers.
A specific action plan.

Not a slide deck of recommendations. Not an industry benchmark report. A specific document built from your billing data, your engagement records, and your AR history — showing exactly where the money went and which agents recover it first.

Report includes
📄
Billing gap analysis
Unbilled scope vs. engagement terms
📈
Advisory readiness map
Clients ranked by advisory potential
👥
Staff capacity audit
Hours lost to doc-chase & admin per person
💵
AR float calculation
Real cost at your actual credit line rate
🎯
Agent deployment plan
Which agents recover the most — first
Clockwork™ Practice Diagnostic — Confidential
Prepared by mosAIQ · 5-person CPA firm · $480K annual billing · South Florida
$97,600
$27,000
Doc-chase labor recovered
$34,500
Advisory revenue identified
$36,100
Billing + AR improvements
Unbilled scope creep — 23 engagements$18,400
$18,400
Advisory-ready clients never approached — 11 clients$34,500
$34,500
Doc-chase staff labor — tax season$27,000
$27,000
AR float cost at 8% credit rate — 62-day avg DSO$7,700
$7,700
Lapsed client reactivation value — 18 clients$10,000
$10,000
Total recoverable leakage identified
$97,600 / year
Recommended first agents to deploy
DocChase™ → AdvisoryPath™ → The Auditor™
Sample report · Based on real practice data · Your numbers will differ

Your software knows
what you billed.
Clockwork™ knows what
you should have.

QBO, Xero, Karbon, TaxDome — none of them were built to find leakage. They were built to process what you give them. Clockwork™ is the first diagnostic that looks at the gap between what happened and what should have happened.

Book Your Clockwork™ →
What happens after

Diagnostic complete.
Agents deployed. ROI measured.

📜
Clockwork™ Diagnostic

30-min discovery call + 2-week analysis of your billing, AR, engagement records, and staff time. Full report delivered.

Weeks 1–2
🎯
Plan Recommended

Clockwork™ output maps directly to the plan that recovers the most money first. You choose. No upselling beyond what the data supports.

Week 3
⚡
Agents Configured

Your practice management tools integrated. Voice profiled. First content pre-built. Agents trained on your engagement terms and fee schedule.

Days 8–14
📈
ROI Measured

Month 1: first recoveries documented. Month 3: 3× ROI confirmed or that month is free. Clockwork™ output becomes the measurement baseline.

Month 1–3
Clockwork™ Pricing

One investment.
Your leakage number. Exact.

Clockwork™ is a one-time diagnostic fee, credited in full toward your first three months of retainer. Most practices recover the diagnostic cost from the first week of deployed agents.

✓ 30-minute discovery call — your firm, your situation
✓ Full analysis of billing history, AR aging, engagement records
✓ Staff time audit — where capacity is actually going
✓ Advisory readiness scoring across your client base
✓ Written diagnostic report with specific dollar amounts per category
✓ Plan recommendation — which agents recover the most first
✓ Full fee credited to your retainer months 1–3
Book Your Clockwork™ →
$3,500
to
$5,500
one-time · based on firm size
Full credit to retainer
Every dollar you pay for Clockwork™ is credited toward your first three months of mosAIQ retainer.
Most firms recover cost in week 1 of deployed agents
Book your Clockwork™ Diagnostic

Find your number.
In two weeks.

30 minutes on a call. Two weeks of analysis. A specific dollar figure — not an estimate — of what your practice is leaking and exactly which agents stop it first.

Book Free Discovery Call → See Plans First
✓ Full fee credited to retainer
✓ Report in 2 weeks
✓ 3× ROI guarantee
✓ Agents live in 14 days