The Edgerton deliverable
Fictional sample assessment
Prepared for Hartwell & Meyer CPAs From you
Hartwell & Meyer's 24 measured people spend about 66 hours a week, off-season, on 10 repeated procedures that mostly move client information from one program to another. 10 read-only agents could take an estimated 24 to 36 of those hours.
Not measured: One seasonal preparer works from home in tax season and was not part of this off-season measurement.
The current picture
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
Client information is copied by hand from one program to another 1,428 times a week.
Copy-and-paste events between programs, counted across 24 computers: how many, and from which program to which.Explore the record ↗A typical uninterrupted stretch for the Tax team is 8 minutes. Across the firm, people change windows about 118 times a day.
Window changes and active time per computer.Explore the record ↗The repeated procedures in the catalogue add up to about 66 hours a week, measured off-season.
Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗K-1s, 1099s and brokerage statements are keyed into returns by hand 95 times a week, off-season.
The same procedure seen on 8 computers.Explore the record ↗Admin sends 120 missing-document reminders a week, and 1 in 7 goes to a client whose document had already arrived.
Reminder emails matched to portal activity on the same day.Explore the record ↗Bookkeeping spends about 18.3 hours a week categorizing bank-feed transactions by hand.
Procedure seen on 6 computers, 55 sessions a week.Explore the record ↗Two partners sign off about 40 returns a week, taken in the order the emails arrived rather than by due date.
Review requests and sign-offs by time of day, on two computers.Explore the record ↗5 programs in use are not on the firm's official list, including a free PDF editor on three computers. One computer still runs Windows 10.
Programs seen in use, compared with the list the firm gave us; operating system per computer.Explore the record ↗Share of active time across all 24 computers.
1,428 copies a week. The biggest flow is figures read from PDFs and typed into the tax software: 570 a week, off-season. Spreadsheets sit in the middle of most of the rest.
1,328 inside named procedures; 100 outside them.
Who does the work
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
Review, sign-off and client relationships. Long days, spread thin: review work is squeezed between client calls.
Preparing returns. A steady preparer's day, busiest mid-morning and mid-afternoon.
Monthly books for client accounting services. Front-loaded: most of the categorization is done before lunch.
Client follow-up, letters and the front desk. Busy from the moment the doors open; the morning starts with the missing-documents list.
Your procedures
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
Observed Observed runs and median minutes; month = 4 working weeks.
Client portal · Excel · Outlook
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
Stays with people: Sending the reminders.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Client portal · PDF reader · Tax software
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Stays with people: Checking the figures and entering them in the return.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Excel · Tax software
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Stays with people: Filing it.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Tax software
E-file Tracker · Lists every return's e-file status, and any rejection, each morning.
Stays with people: Fixing rejections; updating any tracker.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Outlook · Tax software
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Stays with people: Reading the draft and sending it.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · QuickBooks Online
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Stays with people: Accepting or changing each category in QuickBooks Online.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Outlook · QuickBooks Online
Package Prep · Assembles the monthly books package in the firm's layout.
Stays with people: Checking it and sending it to the client.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Document management · Outlook · Word
Letter Drafts · Drafts next year's engagement letter from this year's, with the dates and fee changes marked.
Stays with people: Approving the terms and sending for signature.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Outlook · Tax software
Review Queue · Keeps one list of returns waiting for partner review, ordered by due date.
Stays with people: Every sign-off.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Excel · Outlook
Status Board · Builds the weekly return status board from the tax software instead of from emails.
Stays with people: Checking it and sending it.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
The proposed agents
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
Admin · proposed read-only agent
Works out which documents each client still owes, from what has actually arrived.
A daily missing-items list per client, with a drafted reminder for each one still outstanding.
Sending the reminders.
Tax · proposed read-only agent
Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
A figures sheet per document, with anything unusual flagged.
Checking the figures and entering them in the return.
Tax · proposed read-only agent
Proposes the name and folder for each finished workpaper, to the firm's convention.
A filing list: each workpaper with its proposed name and folder.
Filing it.
Tax · proposed read-only agent
Lists every return's e-file status, and any rejection, each morning.
An e-file status list, rejections first.
Fixing rejections; updating any tracker.
Admin · proposed read-only agent
Drafts the answer to a client's "where's my return?" from the return's actual status.
A drafted reply next to each question, with the status it came from.
Reading the draft and sending it.
Bookkeeping · proposed read-only agent
Suggests a category for each uncategorized transaction from how the client's books have treated it before.
A suggested category and the reason for each transaction, uncertain ones first.
Accepting or changing each category in QuickBooks Online.
Bookkeeping · proposed read-only agent
Assembles the monthly books package in the firm's layout.
A draft package for the bookkeeper to check.
Checking it and sending it to the client.
Admin · proposed read-only agent
Drafts next year's engagement letter from this year's, with the dates and fee changes marked.
A drafted letter with every change highlighted.
Approving the terms and sending for signature.
Partners · proposed read-only agent
Keeps one list of returns waiting for partner review, ordered by due date.
A review queue with due dates and the preparer's notes.
Every sign-off.
Admin · proposed read-only agent
Builds the weekly return status board from the tax software instead of from emails.
The status board, ready to send.
Checking it and sending it.
Systems and context
One connection does most of the work: 5 of the 10 agents need the tax software.
| System | What it holds | Connection status | Needed by |
|---|---|---|---|
| Microsoft 365 | Email, Excel, Word, Teams, files | Standard connectionA connection we already support. | 6 agents |
| Tax software | Returns, e-file status, review notes | Built with youNot a standard connection today. Scoped and built as a new integration, using the vendor's supported access. | 5 agents |
| Client portal | Documents clients upload | Built with youNot a standard connection today. Depends on the portal's supported access. | 2 agents |
| QuickBooks Online | Client books | Exploring nextNot available as a standard connection today. Timing confirmed in the proposal. | 2 agents |
| Document management | Workpapers, letters, client files | Built with youNot a standard connection today. Scoped with you. | 2 agents |
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
An agent is only useful if it knows how Hartwell & Meyer works. The assessment is where that starts.
We connect the systems the agents need to read, with the access you agree.
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
Estimates / the business case
Estimated time is capacity your team gets back, not guaranteed cash savings.
| Agent | Today h/wk | Could take h/wk | Year hours |
|---|---|---|---|
| Document Chaser | 8 | 4.8–6.4 | 230–310 |
| Source Document Reader | 11.1 | 3.3–5.5 | 160–270 |
| Filing Assistant | 5 | 1.5–2.5 | 70–120 |
| E-file Tracker | 2.3 | 0.7–1.2 | 30–60 |
| Status Answers | 7 | 4.2–5.6 | 200–270 |
| Categorization Drafts | 18.3 | 5.5–9.2 | 260–440 |
| Package Prep | 2.5 | 1.5–2 | 70–100 |
| Letter Drafts | 3 | 1.8–2.4 | 90–120 |
| Review Queue | 6.7 | Not sized | Not sized |
| Status Board | 2.1 | 1.2–1.7 | 60–80 |
| Total | 66 | 24–36 | 1,170–1,770 |
Estimate Value of time, not cash savings or ROI
Current procedure time: $143,000 / year
Proposed agent time back: $53,000–$80,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
What happens next
We check the procedures and the numbers with the people who do the work.
Connections, agents, price and date, with the estimated time set against the cost.
Go ahead, start smaller, or stop here. The report is yours to keep either way.
10 business days across 24 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: One seasonal preparer works from home in tax season and was not part of this off-season measurement.
The measurement data is Hartwell & Meyer's. It is deleted five business days after this report is delivered.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Individual work patterns
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
24 of 24 people
Person record From you
Managing Partner · Partners · Main office
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Review Queue · Keeps one list of returns waiting for partner review, ordered by due date.
One of two partners who sign off returns.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine context
Choose a machine to see its assigned person, activity, applications and health context.
24 of 24 machines
Machine record Observed
Desktop · Windows 11 Pro · Main office
Outlook · Tax software · Excel
None recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Complete record appendix
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
Person record / Appendix From you
Managing Partner · Partners · Main office
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Review Queue · Keeps one list of returns waiting for partner review, ordered by due date.
One of two partners who sign off returns.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Partner · Partners · Main office
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Review Queue · Keeps one list of returns waiting for partner review, ordered by due date.
One of two partners who sign off returns.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Client Accounting Services Partner · Partners · Main office
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Partner · Partners · Main office
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Manager · Tax · Main office
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
E-file Tracker · Lists every return's e-file status, and any rejection, each morning.
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Senior Tax Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
E-file Tracker · Lists every return's e-file status, and any rejection, each morning.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Senior Tax Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
E-file Tracker · Lists every return's e-file status, and any rejection, each morning.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Tax Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Staff Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Staff Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Staff Accountant · Tax · Main office
Source Document Reader · Reads K-1s, 1099s and brokerage statements and lays out the figures in the order the return asks for them.
Filing Assistant · Proposes the name and folder for each finished workpaper, to the firm's convention.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Client Accounting Manager · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Package Prep · Assembles the monthly books package in the firm's layout.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Senior Bookkeeper · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Package Prep · Assembles the monthly books package in the firm's layout.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Bookkeeper · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Bookkeeper · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Bookkeeper · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Payroll and Bookkeeping Specialist · Bookkeeping · Main office
Categorization Drafts · Suggests a category for each uncategorized transaction from how the client's books have treated it before.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Office Manager · Admin · Main office
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Letter Drafts · Drafts next year's engagement letter from this year's, with the dates and fee changes marked.
Status Board · Builds the weekly return status board from the tax software instead of from emails.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Client Services Coordinator · Admin · Main office
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Letter Drafts · Drafts next year's engagement letter from this year's, with the dates and fee changes marked.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Administrative Assistant · Admin · Main office
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
E-file Tracker · Lists every return's e-file status, and any rejection, each morning.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Administrative Assistant · Admin · Main office
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Receptionist · Admin · Main office
Document Chaser · Works out which documents each client still owes, from what has actually arrived.
Status Answers · Drafts the answer to a client's "where's my return?" from the return's actual status.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Tax software · Excel
None recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Tax software · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Tax software · Document management
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Tax software · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · PDF reader
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Excel · Outlook
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 10 Pro · Main office
Tax software · Outlook · Excel
None recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Tax software · Outlook · Excel
None recorded.
The health check was not switched on for this computer.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Excel · Outlook
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Outlook · Excel
None recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Excel · Outlook
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Excel · Outlook
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Excel · Outlook
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
QuickBooks Online · Excel · Outlook
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Word · Excel
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Client portal · Excel
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Client portal · Word
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Client portal · Word
None recorded.
No specific risk recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main office
Outlook · Client portal · Excel
None recorded.
Sample report. Hartwell & Meyer CPAs is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.
Free · 30 min · no pitch