Your firm is leaking revenue.
We find exactly how much.
A billing leakage audit is a diagnostic that finds the revenue your firm has already earned but not collected. Countkeep runs it in 10 days, across 15 leakage vectors, for $3,500 flat.
Works with your practice management system
Three steps. Ten days. Clear answers.
No disruption to your team. 30 minutes of your time on day one, then we take it from there.
Data Intake
Secure, read-only connection to your practice management system. We pull billing, time, and AR data. Takes 30 minutes of your time.
Diagnostic Analysis
Our systems analyze 15 leakage vectors: WIP aging, realization gaps, unbilled time, scope creep patterns, partner draw misalignment, and more.
Recovery Report
A prioritized report with specific dollar amounts and a ranked fix list. We walk you through it on a 60-minute call.
Four leakage patterns. Every firm has at least one.
In three years of running these audits, we have never found a firm with zero leakage. The average recovery in year one is $142K.
12–18% Billable Time Never Invoiced
Time entries that slip through the gap between tracking and billing. Invisible until you measure it.
20–35% AR Aging Past 90 Days
Collections that stall because nobody owns the follow-up process. The money is owed. It just is not collected.
15–25% Realization Below Target
Write-downs that happen without anyone noticing because scope creep is not tracked at the engagement level.
Partner Draw Misalignment
Compensation structures that reward tenure over revenue generation. We put a dollar figure on it.
WIP Not Invoiced
Work in progress that ages past billing cycles without being converted to invoices.
$0 Risk Guarantee
Full refund if we find less than $10K in recoverable revenue. We have never had to issue one.
One service. One price. No surprises.
The Ops Audit is a flat-fee engagement. No retainers, no upsells until you see results.
Ops Audit
For firms with $2M+ annual revenue
- Analysis of 15 billing leakage vectors
- AR aging breakdown with dollar amounts
- WIP and unbilled time analysis
- Realization rate by partner and service line
- Scope creep pattern identification
- Partner draw vs. production alignment
- Prioritized recovery roadmap
- 60-minute walkthrough call
- Full refund if we find less than $10K
Ongoing Monitoring
Post-audit retainer
- Automated leakage alerts
- Monthly health reports
- Quarterly review calls
- Priority email support
- Dashboard access
Custom Integration
Connect your systems
- Practice management integration
- Unified billing dashboard
- Real-time leakage monitoring
- Custom alert thresholds
- Dedicated implementation support
What managing partners say after the audit
Real results from CPA firms that completed the Ops Audit.
"We found $187K in unbilled time and AR we had written off mentally. The audit paid for itself in the first week of follow-up."
Robert Haines
Managing Partner, Haines & Associates CPA
"I was skeptical. We run a tight ship. Countkeep found 14% of our billable hours were never invoiced. That was a $96K number I could not ignore."
Patricia Nguyen
Founding Partner, Nguyen Tax Group
"The realization rate analysis by partner was uncomfortable but necessary. We restructured two compensation arrangements and recovered $210K in year one."
James Whitfield
Managing Partner, Whitfield & Crane LLP
"Ten days, one 30-minute intake call, and a report that told us exactly where the money was going. Worth every dollar of the $3,500."
Sandra Okafor
Principal, Okafor Advisory Group
Common questions about the Ops Audit
Have a question not answered here? Email us at hello@countkeep.com.
How much of our time does this take?
About 30 minutes on day one for the data intake call. After that, we work independently and deliver the full report on day 10. We do not disrupt your staff or billing workflow.
What information do you need from us?
Read-only access to your practice management system (Thomson Reuters, Karbon, Canopy, QuickBooks, or similar). We never write to your systems and we sign an NDA before any data is shared.
What if you find less than $10K?
You get a full refund. No questions asked. We have run this audit for three years and have never had to issue one, but the guarantee is real.
What size firm is this right for?
CPA firms with $2M or more in annual revenue and 10 or more employees. Below that threshold, the leakage patterns we analyze are not large enough to justify the engagement.
Do you work with firms outside the US?
Currently we work with US-based CPA and accounting firms only. We plan to expand to Canada and the UK in 2026.
What happens after the audit is done?
You receive a prioritized recovery roadmap and a 60-minute walkthrough call. If you want ongoing monitoring, we offer a $497/month retainer. There is no obligation to continue after the audit.
Find out what your firm is leaving on the table
Schedule a 20-minute call. We will tell you upfront if the audit makes sense for your firm, before you spend a dollar.