Stop Drowning in Reporting. Start Running Your Firm.
AI financial analysis, automated client reporting, and a real-time practice dashboard. Built for US CPA firms and accounting practices with 1–30 staff.
US & international
Average in 90 days
After SaSame adoption
Full C-Suite team
Does This Sound Like Your Firm?
These are the most common bottlenecks reported by US accounting firm owners.
Monthly client reports take 8+ hours per client
Manually pulling data from QuickBooks, formatting spreadsheets, and emailing reports. It's the biggest time sink in the firm.
Client data is scattered across email, Excel, and accounting software
No single view of which clients are profitable, which are at risk, or what your firm is actually worth.
Everything depends on one person who knows where everything lives
When your senior accountant takes vacation — or leaves — chaos follows. No documented process, no backup.
Tax season crushes the team every year
Same all-hands scramble, same overtime, same clients complaining about turnaround. Nothing changes because nothing is automated.
You don't know which services or clients generate the most profit
Without practice-level KPIs — revenue per client, realization rate, staff utilization — you're pricing from gut instinct.
Estimated monthly revenue leak
$22,000
※ 業界平均データに基づく試算
AI Automation + Fractional CFO Strategy
SaSame automates the reporting grind and gives you a CFO-level view of your own practice — so you can run it like a business.
AI Automation
Automated client reporting, financial analysis, document collection, and deadline tracking — the repetitive work, handled.
Fractional C-Suite
Monthly access to CFO, COO, CRO, and CEO specialists — at 95% less than hiring full-time senior staff.
3 Core AI Modules for Accounting Firms
Start with one, add more as you grow. Each delivers measurable ROI within 30 days.
Automated Client Reporting
Connect QuickBooks, Xero, or Sage. SaSame pulls the data, generates formatted reports, and delivers them to clients automatically — on your schedule.
- Multi-client report generation
- QuickBooks & Xero integration
- Branded client delivery
- Variance analysis included
Practice Management Dashboard
Every client, every deadline, every staff member's workload — in one real-time view. Know which clients are behind before they call you.
- Client status tracking
- Deadline alert system
- Staff utilization view
- Client health scoring
Client Document Automation
Automated reminders chase down missing documents from clients. No more following up by hand. Tax season throughput increases without adding staff.
- Automated document requests
- Client reminder sequences
- Document status tracking
- Secure client portal
Accounting Firm Consulting That Changes the Business
The tools fix the workflow. Our consultants fix the firm's growth model.
Firm Strategy
Service mix optimization, pricing strategy, and growth roadmap. We help firms shift from compliance-heavy to advisory-led revenue.
Operations & Process
End-to-end workflow redesign — from client onboarding to report delivery to annual planning — built for sustainable capacity.
Staff Retention & Hiring
The #1 problem in accounting right now. SaSame helps design roles, comp structures, and career paths that actually retain good people.
Finance & KPIs
Revenue per client, realization rate, utilization, and profit per service line — live on one dashboard so you can make decisions with data.
6人の国際専門家チーム
経営・財務・組織・技術・成長・ブランドの各領域を専門とするチームが、横断的に対応します。
Chief Financial Officer
SaSame CFO
Financial Strategy & Pricing
Helps accounting firms redesign pricing, move toward advisory services, and maximize profit per client.
Chief Operating Officer
SaSame COO
Operations & Automation
Builds scalable workflows that let accounting firms handle more clients without adding headcount.
Chief Revenue Officer
SaSame CRO
Client Acquisition & Retention
Designs client acquisition systems and retention programs that increase LTV and reduce churn.
Before vs. After SaSame
Average results across US accounting firm clients in the first 90 days.
Monthly reporting time
Document collection time
Staff utilization visibility
Client retention rate
Pricing
No setup fees. No long-term contracts. Cancel anytime.
Growth
For solo CPAs and small practices ready to automate reporting and get real-time practice visibility.
- Automated client reporting (up to 20 clients)
- Practice management dashboard
- Monthly KPI report
- QuickBooks & Xero integration
- Email support
Professional
For 3–15 staff firms that want fractional CFO strategy alongside the automation platform.
- Everything in Growth
- Unlimited client reporting
- Document automation & client portal
- Monthly fractional C-Suite sessions (4×)
- Staff utilization tracking
- Priority support (< 4hr response)
Scale
For 15–50 staff firms doing a full operational and strategic transformation.
- Everything in Professional
- Full fractional C-Suite team
- Advisory service launch support
- Custom workflow development
- Dedicated account manager
- Weekly strategy sessions
What Accounting Firm Owners Say
From solo CPAs to multi-partner firms across the US.
“We cut our monthly reporting time by 80%. What used to take my team three weeks now runs in four days — automatically. I finally have time to actually advise clients instead of just reporting to them.”
Firm Owner, CPA
Chicago, IL — 8 staff
“Tax season used to destroy us. This year was the first time in a decade we didn't work weekends in February. Document collection is automated. Clients actually submit on time.”
Managing Partner
Dallas, TX — 12 staff
“The practice dashboard alone changed how I run the firm. I can see every client's status, every deadline, and which staff are overloaded — in real time. We retained two clients we would have lost.”
Principal, CPA
Atlanta, GA — 5 staff
よくある質問
Most firms are fully set up in under 2 weeks. We handle integration with your existing accounting software (QuickBooks, Xero, Sage), import your client list, and configure your reporting templates.
Yes. SaSame integrates with all major US accounting platforms — QuickBooks Online, Xero, Sage, FreshBooks, and Wave. Client data syncs automatically. No manual exports.
Yes. AES-256 encryption, SOC 2-aligned security practices, US-based servers, and strict data isolation between clients. We take data security as seriously as you do.
You get monthly sessions with senior CFO, COO, CRO, and CEO specialists who focus specifically on your firm's strategy, financial model, pricing, and growth. It's like having a full executive team — for a fraction of the cost.
Yes, anytime. Most firms start on Growth to see results from automation, then move to Professional once they want the strategic consulting layer.
SaSame works for solo CPAs up to 30-staff firms. The platform scales with you — and the consulting adapts to where you are in your growth.
QuickBooks manages client accounting. SaSame manages your firm — reporting automation, practice visibility, staff utilization, client health scoring, and fractional C-Suite strategy. They're complementary, not competing.
Yes. That's one of the most common goals our accounting firm clients bring to us. The fractional C-Suite team helps design your advisory offering, price it, and position it to existing clients.
Stop Losing Time to Work That Should Be Automated.
Get started today — no setup fees, no long-term contracts. Connect your accounting software and we'll build your first dashboard automatically.
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