Chapter 02
Audit process: Up to four touchpoints, 3h 15m in total, spread over fourteen days. The 15-minute checkpoint is optional.
The partner, a manager, two accountants and the practice administrator who owns the tracker join during the filing season. The document checklist exists in three incompatible versions.
Illustrative
An example firm built from firms like yours, for demonstration only. Not a client. We model the inputs and the queue examples, then derive every total from the assumptions shown. A real audit measures each workflow in your operation.
- Profile
- Accounting firm
- Revenue
- €6M
- People
- 40
- Offices
- 2
What goes into it
Conversations
3h + optional 15m
We start with the owner, then work with whoever runs the first process. The checkpoint is optional. We interview nobody to pad a page count.
-
01
Découverte
30 min · offert · jour 1
-
02
Immersion
90 min · jours 4–8
-
03
Point d'étape
15 min · optionnel
-
04
Restitution
60 min · jour 14
Recorded with agreement, or captured as structured notes; retention agreed first
What we read
6 things, not archives
Whatever the work runs on, including the spreadsheet nobody admits to. We ask for samples, not archives.
-
The document checklist, all three versions
template
-
A season of chasing emails
sample
-
Engagement letters and scope
commercial
-
The deadline spreadsheet
export
-
What reviewers query
judgment
-
Statutory and tax deadlines by entity, year-end and obligation
reference
Read once, quoted back with the source
What we look inside
5 tools, already paid for
The tools the process already touches. We buy no new software during an audit.
- Cegid Loop Client records and filing
- Outlook Where clients reply
- Excel The deadline spreadsheet
- Dropbox Where documents land
- DocuSign Engagement letters
Mapped as one picture, not a list
- 5
- Tools in the picture
- 5
- Processes timed
- 2,834
- Modelled hours a year
- 5
- People we spoke to
Where your information goes
You know what we process, where it sits and who sees it.
Your existing tools remain the systems of record. Connections use approved integrations or least-privilege service accounts, and we do not maintain a separate Hundredfold database containing your customers.
We document this before access begins: the content we process, the model and provider, hosting region, retention, training use, subprocessors, permissions and deletion path. If you already have an approved AI provider, we work inside that agreement where it fits.
Your data, workflow configuration, written rules and documentation remain yours. Third-party models and connectors remain subject to their own licences.
Where the hours go
2,834 hours a year
The modelled hours across all five processes, split between what the system could carry and what stays with a person. A real audit replaces these inputs with observed work.
How the year divides
68%
The system could carry
Stays with your team
What each process contributes
The first build followed by the audited roadmap. Each step starts where the one before it finished, so you can watch the modelled totals add up.
P1
Document chasing and intake
75%
P2
Annual accounts and tax pack preparation
55%
P3
Client questions
65%
P4
Taking on a new client
70%
P5
Deadline tracking
85%
Total
hours a year
68%
Judgment, exceptions, and the relationships. This is the part of the job worth a person doing.
896 hours a year
Implementation timeline
10 weeks · ongoing
Audit
Implementation
Document chasing and intake
Audited roadmap, scoped and priced one process at a time
Annual accounts and tax pack preparation · Client questions · Taking on a new client · Deadline tracking
Operated
Fourteen days allows stakeholder scheduling, evidence review and validation. The walkthrough happens sooner when those inputs are ready.