Free download — how one controller used AI to deliver a PE due diligence engagement in half the time
FREE CASE STUDY

I used AI to complete a $7.6M cash-to-accrual conversion for PE due diligence — in 3 weeks, solo.

Two billing systems. 15 months of accrual entries. A 3-week deadline. No team. Here's the exact process I used — the real prompts, the real mistakes, and the workpapers that came out the other side.

This isn't a theoretical guide. It's a real engagement with real stakes — so you can see exactly what's possible and apply it to your own work.

$7.6M
Revenue converted
38
Journal entries
3 wks
Start to finish
800+
Formulas built
Inside the case study
1
The step-by-step process for a cash-to-accrual conversion — from data request to final journal entries
2
How to build formula-driven workbooks that update automatically when assumptions change
3
The exact workflow for payroll stubs, prepaid insurance, PTO accruals, and management fee smoothing
4
What went wrong, how it got caught, and what the corrections looked like
5
How one practitioner managed client communication, data gaps, and a tight deadline simultaneously
FREE

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Who this is for

Solo Practitioners & Fractional Controllers

You take on complex engagements without a team behind you. See how to deliver enterprise-level workpapers and audit trails as a one-person shop.

Firm Owners Watching the Industry Shift

You see other firms moving faster. This is an honest look at what's actually possible today — no hype, no theoretical what-ifs, just a real engagement start to finish.

Accountants Ready to Level Up

You've handled basic accruals. This shows how to tackle PE due diligence, multi-system reconciliation, and 15-month conversion projects with confidence.

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