Manual work
- Chasing clients
- Repeating reviews
- Preparing reports
For CAS Firms
Growth gets expensive when delivery stays manual.
We find where your CAS team is losing time, then put one working fix in place in 21 days.
25 minutes. One workflow. No pressure.
If we do not find a workflow likely costing 20+ hours/month, we do not recommend the sprint.
One repeated workflow. One working fix.
21 days
Working fix
- Fewer follow-ups
- Cleaner handoffs
- Faster work
20–60 hrs/mo back≈ $12K–$36K/yr valueExample at $50/hrActual value depends on the roles involved.
We do not assume the bottleneck. We find it.
We do not start with a tool or assume the problem. We review how work moves through your firm, find the repeated issue costing the most time or margin, and fix one workflow inside your existing tools.
Your biggest drag may be client chasing. It may be review rework. It may be scope creep, reporting prep, onboarding, partner approvals, messy handoffs, or something nobody has named yet.
Where is your team losing the most time or margin in recurring CAS delivery?Once we find the highest-value repeated problem, we fix one workflow in 21 days.The hidden growth ceiling
Manual delivery quietly caps growth.
Most CAS firms do not hit a ceiling because demand disappears. They hit it because every new client adds more recurring delivery work.
Client chasing
Your team keeps asking for the same documents, answers, approvals, and missing context every month.
Month-end close drag
Close work slows down because blockers, readiness, and ownership are not visible early enough.
Review bottlenecks
Managers and partners keep correcting preventable issues that should be caught upstream.
Reporting delays
Client-ready commentary, variance notes, and advisory talking points take too long to prepare.
Partner dependency
Recurring delivery still waits on senior judgment for decisions the workflow should route clearly.
Advisory work squeezed
The team wants to move upmarket, but recurring delivery consumes the time needed for advisory work.
These are examples. The review exists to find which repeated problem is actually costing your firm the most time.
None of these issues look dramatic alone. Together, they quietly cap growth.
The offer
Introducing the CAS Capacity Unlock Sprint
A focused 21-day sprint to find where your CAS team is losing time and put one working fix in place inside your existing tools.
$6,100One repeated CAS workflow. One working fix. 21-day build sprint. 14-day stabilization support.
For $6,100, Flaneshift helps your firm:
- Find where your CAS team is losing the most time
- Size the hours, margin impact, and growth pressure
- Build one working improvement inside your existing tools
- Train your team to use it
- Document the workflow so it is not a fragile black box
- Support adoption for 14 days after launch
You are not buying a recommendation deck. You are buying a working workflow improvement that is built, launched, documented, handed off, and stabilized.
Why this is different
Why this is not normal AI consulting
Most AI offers start with the tool. Flaneshift starts with the bottleneck.
Generic AI Consulting
- Starts with AI tools
- Gives ideas and recommendations
- Often leaves implementation to your team
- Can create more work before it saves time
- Charges before value is proven
Generic Automation Setup
- Builds isolated automations
- May not understand CAS delivery
- Can become fragile or hard to maintain
- Often ignores adoption
- Fixes isolated tasks instead of the repeated workflow
Flaneshift CAS Capacity Unlock Sprint
- Starts with the recurring bottleneck
- Sizes the time loss first
- Builds one working fix in 21 days
- Uses existing tools first
- Trains the team
- Documents ownership and maintenance
- Includes 14-day stabilization
- Stays tied to one agreed working fix
The sprint is not about adding AI for its own sake. It is about getting time back from the workflow already slowing your firm down.
How it works
The Workflow Fix Method
Find where time is being lost, size the problem, fix one workflow, and help the team use the new process.
- 1
Find the Time Loss
Map one recurring workflow and identify where the team is losing time.
- 2
Size the Problem
Estimate the hours, margin impact, and growth pressure created by the repeated issue.
- 3
Fix One Workflow
Put one working improvement in place inside the firm's existing tools.
- 4
Help the Team Use It
Train the team, document the workflow, and support adoption.
Good first workflow criteria
What makes a workflow worth fixing first?
A good first workflow is repeated, visible, and painful enough that improving it creates obvious time savings.
It repeats every month
The workflow happens across clients, periods, or team members often enough that small improvements compound.
It creates delays or follow-ups
The workflow causes client chasing, review notes, unclear ownership, missing information, or partner dependency.
It has meaningful time loss
The workflow appears to cost enough team time to justify a focused sprint.
The free review exists to decide whether the workflow is worth fixing before you commit.
Common workflow paths
Common places the bottleneck shows up
Every CAS firm is different. These are not fixed packages. They are common places where recurring delivery work starts to get expensive.
The sprint still fixes one workflow at a time.
Client chasing
Close readiness
Review rework
Reporting prep
Scope creep
Onboarding
Partner approvals
Internal handoffs
The review decides what to fix
A firm may think the problem is client chasing. But the review may show the bigger issue is that managers keep correcting the same preventable errors before close.
In that case, the sprint would not build a reminder flow. It would build a pre-review checklist, reviewer rules, and an escalation path so the same issue does not repeat next month.
Value stack
What the sprint includes
Everything needed to move from “we are drowning in manual work” to “this workflow is finally working.”
Workflow Review
Finds the one recurring CAS workflow costing your team the most time.
Why it matters
You get a clear yes/no before the sprint begins.
Fix-First List
A short ranked list showing which repeated workflow is most worth fixing first.
Why it matters
You do not waste 21 days fixing the wrong workflow.
Time & Margin Estimate
A simple estimate of what the top workflow is costing each month in time, margin, and growth pressure.
Why it matters
You see whether the workflow is big enough to justify the sprint.
7-Day Proof Win
A visible improvement shipped in the first week.
Why it matters
Your team sees momentum quickly instead of waiting weeks to feel progress.
Live Workflow Buildout
One working improvement built inside the firm's current tools.
Why it matters
No new platform dependency unless truly needed. The fix fits how your team already works.
Safe AI Rules for CAS Delivery
Clear rules for where AI can assist and where human judgment must stay in control.
Why it matters
You get practical AI support without risking client trust, accounting judgment, or review quality.
Team Adoption Kit
Training, quick-start instructions, usage checklist, and launch support.
Why it matters
The workflow does not depend on the owner or partner babysitting the rollout.
Maintainable Workflow Handoff
Documentation, owner instructions, troubleshooting, and failure points.
Why it matters
The fix does not become a fragile black box.
14-Day Stabilization Support
Post-launch support while the workflow meets real usage.
Why it matters
Questions, edge cases, and adoption issues get handled after launch.
Next Workflow Opportunities
A clear path for what to fix after the first workflow.
Why it matters
The first sprint creates momentum for continued delivery leverage.
The sprint solves the full path: diagnosis, prioritization, buildout, launch, training, documentation, and adoption.
Every part of the sprint exists to reduce risk, reduce effort, increase adoption, and turn one repeated workflow into time your team can get back.
The 21-day sprint
Fast enough to feel real.Focused enough to actually ship.
Diagnose
Interview the owner, partner, or CAS lead, collect workflow context, and identify where time is being lost.
Prioritize
Create the Fix-First List and Time & Margin Estimate so the best first workflow is clear.
Proof Win
Launch a visible improvement in the first week so the team sees momentum quickly.
Build
Design and install the workflow improvement inside your current tools.
Test
Test with real or representative scenarios, refine the logic, and prepare team handoff.
Launch
Train the team, document the workflow, and launch the improvement.
Stabilize
Support adoption, fix issues, answer questions, and adjust the workflow based on real usage for 14 days.
The sprint is a 21-day build and launch period, followed by 14 days of stabilization support.
What we need from you
What we need from your team
The sprint is done-for-you, but it still needs access to the real workflow.
One workflow owner
A partner, CAS lead, manager, or operator who understands the current process and can answer workflow questions.
Current workflow context
Examples, steps, templates, tools, screenshots, recurring blockers, and handoff points.
Fast feedback
Short feedback loops during buildout so the fix matches how your team actually works.
Your team does not need to design the solution. We need enough context to build the right one.
Risk reversal
The Working Fix Promise
You should not pay upfront for a workflow improvement that has not been proven worth fixing.
20-Hour Workflow Threshold
If the review does not show at least 20 hours/month your team could get back, we will not recommend moving forward.
Clear Yes/No Recommendation
The review is meant to decide whether the workflow is worth a sprint before you commit.
Built, Launched, and Handed Off
We only charge after the agreed workflow fix is built, documented, launched, and handed off with team training included.
If adoption questions come up during the 14-day stabilization period, we help resolve them so the workflow is clear, usable, and owned by the team.
Pricing
Simple, clear pricing
One price for one repeated CAS workflow fix.
CAS Capacity Unlock Sprint$6,100
One payment. No upfront fee.
For one repeated CAS workflow fix built and launched in 21 days, followed by 14 days of stabilization support.
Included:
Workflow reviewFix-First ListTime & Margin Estimate7-Day Proof WinOne working workflow buildoutSafe AI rules where usefulTeam trainingDocumentation and handoff14-day stabilization supportNext workflow opportunities
We only move forward if the review shows at least 20 hours/month your team could get back.You pay only after the agreed working fix is in place.
Current offer$6,100
Available untilJune 15Price increases after June 15.
Because each sprint includes hands-on diagnosis, buildout, training, documentation, and stabilization, we only take a limited number of implementation builds per month.
Simple examples at $50/hour
A repeated workflow costing 20–60 hours/month can represent:Actual value depends on the roles involved.
The point is not automation for automation's sake. The point is getting back time your team can use for more clients, faster close, cleaner reviews, better advisory work, or less partner dependency.
25 minutes. One workflow. No pressure.
Free Workflow Review
Start with a Free Workflow Review
Bring one workflow that feels slower than it should. Leave with a clear read on where time is being lost and whether there is enough time loss to justify a sprint.
We look at one recurring CAS workflowWe identify where time is being lostWe estimate whether there may be 20+ hours/month your team could get backWe tell you whether it is a strong fit, maybe fit, or not a fit yet
Diagnostic outcomes
You'll leave with one of three answers:
1
Strong fit
The workflow appears to have 20+ hours/month your team could get back.
2
Maybe fit
One more example or workflow sample is needed before recommending a sprint.
3
Not a fit
The workflow does not appear to justify the sprint right now.
Bring one repeated CAS workflow that feels slower than it should.
25 minutes. One workflow. No pressure.
Fit
Who this sprint is for
This is for CAS firms where growth is starting to expose delivery friction.
You may be a fit if:
Adding 5-10 more CAS clients would create real pressure on the team.
The demand may be there, but delivery already feels close to its limit.
Managers keep asking, "Why are we still waiting on this client?"
Missing documents, approvals, transaction context, and client answers keep slowing the same workflows down every month.
Close work starts before the inputs are actually ready.
The team begins the month-end process, then gets pulled backward into cleanup, chasing, clarification, and rework.
Partners are still pulled into preventable delivery problems.
Senior people are spending time on blockers, review issues, and handoff problems that should be caught earlier in the workflow.
Review keeps finding issues that should not have reached review.
Managers and partners are correcting repeat problems instead of spending time on higher-value client work.
The team knows the process is too manual, but nobody has time to fix it.
Everyone can see the friction, but client work keeps taking priority over improving the workflow.
Client communication lives in too many places.
Requests, reminders, answers, approvals, and context are scattered across email, portals, spreadsheets, tasks, and chat.
Reporting and advisory work get squeezed by recurring delivery.
The firm wants to do more valuable work, but monthly delivery keeps consuming the time needed to do it.
You do not need a full firm-wide transformation. You need one repeated workflow fixed well enough to prove the time savings are there.
Who this is not for
This is not for firms that:
- Want a generic AI tool demo
- Want a full firm-wide transformation in one sprint
- Do not have a repeated workflow worth fixing
- Are unwilling to give access to the real workflow and feedback from the workflow owner
- Expect guaranteed revenue from one workflow improvement
- Want to hire around every delivery problem instead of improving the system carrying the work
Hiring may still be part of growth. The sprint helps make sure current and future team members are not carrying unnecessary manual work.
FAQ
Clear answers before you book.
The sprint is intentionally simple: one workflow, one price, and one agreed working fix.
How much does it cost?
The CAS Capacity Unlock Sprint is $6,100 for one repeated CAS workflow fix.
What exactly counts as a working fix?
A working fix means the agreed workflow improvement has been built inside the firm's current tools, tested with real or representative scenarios, documented, handed off, and launched with team training.
What if the review does not show 20 hours/month your team could get back?
We will not recommend the sprint. The free review is designed to help identify whether the workflow is worth fixing before you commit.
Is this AI consulting?
No. AI may support drafting, summarizing, routing, review preparation, or workflow assistance when useful, but the sprint starts with the CAS delivery bottleneck, not with an AI tool.
What tools do you work with?
We start with the tools the firm already uses. The goal is to reduce manual work without forcing unnecessary platform changes.
Why only one workflow?
One workflow keeps the sprint focused enough to ship. The goal is not to create a giant transformation plan. The goal is to remove one recurring bottleneck, prove the value, and create a clear path for the next workflow opportunities.
What types of workflows can be fixed?
Common first workflows include client document collection, monthly close readiness, review preparation, recurring client communication, internal handoffs, task routing, onboarding cleanup, and reporting preparation.
What happens after the 21 days?
After the 21-day build and launch sprint, we include 14 days of stabilization support to answer questions, fix issues, support adoption, and adjust the workflow based on real usage.
What do you need from our team?
We need one workflow owner, current workflow context, and fast feedback during buildout. Your team does not need to design the solution. We need enough context to build the right one.
Is this anti-hiring?
No. Hiring may still be part of growth. The sprint is designed to get time back from workflows before adding more people into the same manual delivery system.
Start here
Find out if one workflow is costing your team 20+ hours/month.
Bring one repeated CAS workflow that feels slower than it should. In 25 minutes, we'll help you see where time is being lost and whether there is enough time loss to justify a sprint.
No upfront payment. Current $6,100 offer ends June 15. Price increases after June 15.