For accounting and bookkeeping teams
Close month-end without the chase.
Bring one document-request handoff and we map where it stalls, then set it up inside the tools your firm already uses.
- No new apps to learn
- No client files needed
- Human approval stays
Reviewed directly by JM Mahoro · Microsoft Copilot Studio CertifiedWhat we map
- Request goes outon schedule
- Arrivals checked against the list
- The next person is namedhuman approves
The work happens inside the tools your firm already runs on.
Microsoft 365
What actually changes
The same month-end, without the chasing.
Before month-end today
- You email the client for the missing statement.
- The reply sits in one person's inbox.
- Nobody is sure which clients are still outstanding.
- Someone rebuilds the list before the deadline.
After the setup
- The request and the reminder go out on schedule.
- What arrives is logged against the right client.
- The next owner is named on every open item.
- You can see who is still missing at a glance.
How it works
Four steps, and you know the timing of each.
- 01Book the reviewThirty minutes, by phone or video. Bring one task that keeps coming back.This week
- 02Leave with a map and an answerWe draw the workflow map together and I tell you whether a setup is worth doing.On the call
- 03Get the price in writingThe fixed price and exactly what I will set up, before any work starts. You decide from there.Within one business day
- 04The workflow goes liveI build the one workflow in your existing tools, then hand it over with a written guide.10 business days
Keep humans in the loop
A focused workflow review, not accounting advice.
What we do
- Map document requests, reminders, and handoffs
- Start with sample information and existing tools
- Leave client decisions and approvals with your firm
What we do not do
- Invent proof or outcome claims
- Collect client files in the first step
- Give legal, tax, or accounting advice
Founder-led
Work directly with JM Mahoro.
Outside of Mahoric AI, I've worked hands-on with more than 50 businesses. A review starts with how the work moves between people, not the software, and you deal with me directly, start to finish.
Common questions
What people ask before they book.
What does it cost?
The review is free. If a setup makes sense, you get a fixed price in writing before any work starts, based on the one workflow you pick. No hourly billing.
Do you need access to client files?
No. We start with sample information and your existing tools. Client data, decisions, and approvals stay with your firm.
Is this accounting or tax advice?
No. This is workflow setup only. I do not give legal, tax, or accounting advice, and nothing I set up makes a professional judgment for your firm.
We use an unusual practice-management tool. Does this still work?
Usually yes. If it can send email or export a file, there is normally a path. If there is not, the review tells you plainly.
Who is this not for?
Firms who want a full custom platform or someone to take over their books. This is one repeat task, set up properly and handed back to your team.
Bring the one task that keeps coming back.
Prefer to start in writing? Email JM directly.