Chartered accounting firm, Brisbane
1 week → hours
How a Brisbane accounting firm cut a week of EOY queries to hours.
- The problem
- End-of-year client queries took every accountant a week: manual, high-volume and repeated across the whole client base.
- traction studio
- Built Claude Cowork skills on the firm's own files in two half-days on site, then trained 50+ staff, directors included, in one half-day session.
“What set the engagement apart was having Elizabeth in our office: the training was hands-on, fully tailored to our firm and the accounting industry, and built around our actual workflows rather than generic AI theory.”
1 week → hours per accountant · 50+ staff trained · Live client work from day one
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