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
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