4
About
Here’s a real case: United Accountants turns traditional CPA firms into AI-powered profit engines
United Accountants acquires small/mid-sized CPA firms, preserves trusted client relationships, centralizes the back office, and migrates all records into a unified data layer. From there, we automate workflows step-by-step - document extraction, reconciliation, validation, tax form generation, and automated client chasing.
Within months, firms shift from manual, fragmented processes to AI-assisted operations running 3× faster with a fraction of the keystrokes.
Starting Point
A typical $2–5M revenue firm, operating at 10-25% EBITDA, overloaded with repetitive work and limited capacity to grow.
What happens in the first 12 months
Acquire the firm at 0.8-1.4× revenue ( 3-5× EBITDA).
Centralize non-core functions (HR, admin, payroll, billing) into HQ.
Migrate documents, email, and financial data into our data layer.
Stabilize operations and retain staff/clients through supported transition.
Deploy workflow automation with the team - quick-win agents earn buy-in fast.
Standardize pricing & increase realization rates.
Use freed capacity to upsell advisory, treasury, and financial products.
Outcome
Metric | Before | After United Accountants Integration |
|---|---|---|
EBITDA Margin | 10-20% | 50%+ |
Reconciliation Time | days | minutes |
Month-End Close | 7-15 days | <2-3 days |
Client Load per Accountant | baseline | 5× |
Response Time | days | minutes |
Advisory, treasury, and financial products become new revenue layers.
Every acquisition expands revenue, distribution, and our shared data lake - compounding automation across the network. The roll-up becomes an AI-powered accounting platform with SaaS-style economics and valuation multiples.
