Keep client work moving beyond the inbox.
Get operational and implementation support for intake, document collection, task handoffs, hiring, and the systems behind your firm’s client service.
Build a more usable operating process.
Client intake & document collection
Map the steps from a new inquiry to a ready-to-work file. Clarify required information, templates, follow-up, and responsibility for missing items.
Task ownership & visibility
Configure recurring work, assignments, status tracking, and internal handoffs so the team can see what is waiting and who owns the next step.
Practice systems & adoption
Improve workflows in the systems you use. Relevant experience includes Asana setup, Canopy workflow optimization, templates, and staff training.
Hiring & internal operations
Organize recruiting, onboarding, role expectations, procedures, and vendor coordination as the firm’s needs change.
Accounting-firm operations at CK2 Financials.
Ty’s work with CK2 Financials included Asana setup, Canopy optimization, intake and document templates, recruiting, staff training, website work, and vendor coordination.
O2S supports the operating process and technology around your work. Your firm retains accounting judgment, tax advice, review, and client sign-off.
Two ways we can work together.
Support your firm
Bring O2S into a defined implementation project or recurring operational role with an agreed scope and working cadence.
Support a client you advise
When a client’s hiring, workflows, or systems problems reach beyond your engagement, introduce O2S for implementation support.
Start with one recurring breakdown.
Examples include an intake workflow with required documents and follow-up steps; an Asana project structure with owners and recurring tasks; or a Canopy workflow review with templates and team training.
We define the expected deliverables and acceptance criteria before starting. Automation work includes exception handling and review points, especially where financial data is involved.
Where does client work get stuck?
Bring the problem, your current tools, and the deadline. We’ll discuss fit, scope, and a practical next step before you commit.