For Boutique Firms (5-20 Staff)

Standardize Your Intake. Protect Your Margins.

Prevent cleanup work from quietly eroding your flat-fee margins. We provide a white-labeled receipt feed to standardize intake across your entire firm.

Designed for Flat-Fee Firms | Role-Based Access Control | Standard Operating Procedures (SOPs)

The Standardized Firm

One Standard Process

Every client intake looks exactly the same, regardless of their tech stack.

Healthy Margins

Stop losing 20% of fees to "data janitor" work.

Happy Staff

Bookkeepers focus on advisory, not data entry.

Complexity is Eating Your Profits.

The "Tech Stack" Mess

One client uses Dext, another uses Dropbox, a third emails you PDFs. Your staff spends half their day switching contexts.

Margin Erosion

Flat-fee pricing breaks when "simple" bookkeeping turns into hours of chasing documents. You can't bill for the chase.

Staff Burnout

Your best accountants want to do accounting, not data entry. Forcing them to clean up receipts is the fastest way to lose them.

SCALABILITY PLAN

$15/mo

per client + platform fee

Calculate the ROI of Standardization.

  • Staff Retention (Hiring costs) $10k+ / hire
  • Recovered Billable Hours +20% Capacity
  • Client Onboarding Speed 10x Faster
  • Firm Value Scalable

Built for Boutique Firms

"The 'Two-Track' workflow (Ongoing vs Cleanup) finally solved our billing issues. We don't lose money on messy clients anymore."

- Managing Partner, 12-Staff Firm

"PostPrepared standardized our intake so well that we could hire junior staff to handle what used to require a senior bookkeeper."

- Ops Director, 25-Staff Firm

"It just works. No bells and whistles we don't need. Just clean data every month."

- Founder, Growth Accounting

The Standardization Journey

01

Centralize

Route all client receipts (email & scan) through the standardized PostPrepared feed.

02

Delegate

Shift review work to junior staff. The "Clean/Review" flags make instruction simple.

03

Scale

Add new clients without adding chaos. Your infrastructure is now ready for growth.

+20

Limited spots for the next partner cohort.

Partner with PostPrepared

We prioritize firms committed to standardizing their pre-ledger workflow. Request access to the partner program today.

Firm Capacity Audit

Firm Metrics

Let's calculate your base volume.

The Friction

Where are you losing the most time?

Final Step

Where should we send your full Capacity Report?

Your Firm Audit Results

Monthly Manual Tax
$0
Annual Leakage
$0
Capacity Gap
You are missing out on...
0
Additional Clients
Verdict: Manual Maverick.

Your growth is throttled by "The Messy Middle." You aren't just losing money; you're losing the ability to scale.

Quick Win:

PostPrepared Opportunity: Recover 10–15 hours/month by enforcing journal-ready inputs.

Full report will be sent to your email.