Find the 10 hours a week your firm is losing to busywork.
A free AI operations audit for CPA and bookkeeping firms.
Built for US CPAs and bookkeepers running 1–30 person firms. Tell us about your stack and your week; about 10 minutes later a full audit lands in your inbox — three builds picked for your exact stack, what each costs to run, how many hours it hands back, and the step-by-step to wire it yourself.
Why free? The audit is our pitch. If it's good, some firms pay us to install the builds — most wire everything themselves and never spend a dollar with us. That's fine; the audit is the same either way.
From recent audits
- Outsourced accounting firm · 5–10 staff · CCH Axcess + QuickBooks Online10.5 hrs/week found
- Tax + bookkeeping firm · 3 people · Drake + QuickBooks Online9.5 hrs/week found
Three steps. No demo calls. No nonsense.
Answer
Spend 5 minutes telling us about your firm — your tech stack, your team size, and what eats your week.
15 short questions. Skip what doesn't apply.
Receive
Within 10 minutes, get a comprehensive audit naming specific tools and workflows for your firm, with ROI math, links to tools, video examples, and a day-by-day quick-win plan. How so fast? Because we use AI — the same AI you can use to streamline your operations.
Free, no card required.
Implement
Pick one, two or all the solutions, wire them in a weekend or probably a full week - no help from IT needed. Try them and tweak them as needed. Book a free 30-min call when you want to scope the bigger plays.
No upsell pitch. Just a working session.
See a real audit before you spend a minute.
Here’s an actual sample, built for a fictional 6-person CPA firm. Same format yours comes back in — named builds, ROI math, and a day-by-day plan.
CloseRadar AI Operations Audit
Greenleaf CPA
Hours back / week
14 hrs
Hours back / year
700 hrs
Custom builds
3
Document Request Chaser
Client Ops
6 hrs/wk
Reconciliation Copilot
Bookkeeping AI
5 hrs/wk
Firm Knowledge Q&A Assistant
Practice Ops
3 hrs/wk
The questions CPAs actually ask.
Is it really free? What's the catch?
Yes — completely free, no card, no trial that auto-charges. It's free because AI makes producing it genuinely cheap, the same efficiency you'll see in your own audit. Some firms later hire us for the bigger builds; most just take the audit and run with it themselves. Either is fine.
Is my client data safe?
We never send client PII to a model provider's training data. Every build we recommend either avoids client financials entirely, keeps data inside infrastructure you own, or runs only on your internal documents. And there's a real team behind CloseRadar you can reach anytime — not an anonymous AI tool.
Will it actually be specific to my firm?
Yes. The audit is built around your stack, your team size, and the work that eats your week — not generic "just use ChatGPT" advice. It names real tools and shows the ROI math for your situation.
Do I need to be technical to use it?
No. The quick wins are designed so you can wire them in yourself over a weekend, with step-by-step instructions and video examples. Prefer it done for you? That's an option, never a requirement.
What if I've barely used AI?
Perfect — that's exactly who this is for. If ChatGPT is as far as you've gone, the audit shows the next, higher-leverage steps tailored to how your firm actually works.
Who's behind CloseRadar?
CloseRadar is built by Venture Success USA, led by Sebastian Sajoux — an expert in AI and automations for small businesses. Venture Success USA is based in California, and you can reach the team at info@closeradar.com. Every Pro audit gets a human review before it's sent. Want to know more? Visit venturesuccessusa.com
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