A twelve-month program for accounting firm owners, proved in the first sixty days. Find the constraint holding your firm back, build the AI tools that break it, and build the firm around them. Capacity, team, sales, delivery. Not just software.
Growth means hiring. Margin stays flat. The software bill keeps climbing. And the AI everyone talks about is drafting the odd email, not changing your economics.
Every new client needs more hours. The only lever you know is another hire, so margin never really improves and the constraint just moves.
Even when you are ready to hire, the people are not there, or they cost more than the work returns. Growth stalls on recruitment.
Claude or ChatGPT for a draft here, a bit of research there. Useful, but nothing that touches capacity, margin or the way the firm actually runs.
AI is one pillar, not the whole building. A firm owner who builds great software but cannot hire, price or sell still has a stuck firm. So we work every pillar, and pair each one with the tool that serves it.
Find the real bottleneck, then free the hours already sitting inside the firm.
Unit economics, pricing, realisation, and where profit actually leaks out.
Build and own the software your firm runs on, instead of renting it forever.
Roles, delegation, hiring, onboarding, performance and culture.
Positioning, your offer, lead flow, proposals and conversion.
Service standards, the client journey, retention and advisory uplift.
The owner's job, the operating cadence, the dashboard, governance.
You do not learn theory in one place and build software in another. You work on hiring while you build the capacity tool, and on positioning while you build the sales tool. Each reinforces the other.
Eight weekly group coaching calls, three install workshops, and a working tool live in your firm by day sixty. Done with you, not at you.
Months 1 and 2A private session before week one. Your constraint, your target tool, your baseline numbers, and the exact standard you are aiming at.
Guaranteed 1:1Self-install playbooks covering all seven pillars, released weekly. Short, one idea each. The teaching happens here so the calls are pure coaching.
~13.5 hoursEvery tool New Wave runs, brought down to a template you install and tailor. You start from a working base, never a blank page.
12 tools, growingMonths three to twelve. You keep building, each tool chosen against whatever constraint is live in your firm at the time, so you finish the year with several tools live, not one.
Tailored, not fixedA monthly group call set by what matters that month, always including Asset Library updates and the new AI tools we have built. Plus a quarterly numbers review, a community of firm owners building in the open, and one live event a year.
All yearThese are running inside New Wave right now. Each one is a template in your library, ready to install and tailor. Here is the time, money and capacity each can give back.
End-to-end BAS prep: ATO data, workpapers, PAYG instalments and write-back to Xero.
Structured period review: bank rec, code checks, GST variance and standing rules.
Identity verification, CDD reports and an 11-question risk assessment on new clients.
Automated bookkeeping review that flags issues before they reach a human.
AI notes, summaries and actions from every client meeting, pushed into your practice manager.
AI-drafted client letters and year-end summaries, with review highlights built in.
E-signature packages: cover letter, document, attachments, sent and tracked automatically.
AI client-group org charts built from documents, editable in your firm's branding.
AI structuring and entity advice reports with the right Australian guardrails.
AI-assisted valuations that turn a specialist job into a repeatable one.
Intake, AI second-opinion review and a ready-to-send proposal for prospects.
Billings, revenue, workflow, capacity and leadership metrics in one live view.
Potential savings are indicative, based on New Wave's own use across our firm. Your results depend on your firm, your data and how you implement each tool. Every tool here is a template in your library.
Over the last six months we built AI into the core of New Wave and have seen real gains. We are replacing close to $100,000 of software subscriptions, and we are only getting started. Every tool in the library is one we run ourselves.
Most people teaching this either have not run a firm, or ran one before AI changed what was possible. We ran the experiment inside a real accounting firm, on real client work, under real compliance obligations, and we have the margin, time and capacity gains to prove it. Banked in the same kind of business as yours.
"I built New Wave from the ground up into an eight-figure firm across accounting, law, financial planning, digital marketing and insurance. The same three moves did it every time: find the constraint, fix the economics, build the tool."
Reuben Bergola is the founder of New Wave Group. He grew a single accounting practice into a multi-discipline firm over ten years by treating constraints, capacity and unit economics as the real levers of growth. Over the last six months he has led New Wave's move to build AI directly into how the firm runs, and empwr. for firms is that exact system, handed to other firm owners.
One tool does not move your capacity or your software bill. Four does. Each quarter pairs a pillar of the firm with the tool that serves it, and every quarter we re-measure against the baseline we set in your first fortnight.
The one fixed sequence. Constraint, numbers and capacity, then foundations, security and your first tool shipped.
Tool 1 · Day-60 StandardNo fixed running order. The full module library is open, and you work the pillar that matches whatever is actually capping your firm.
Tailored to your constraintTopic set by what matters that month, not a syllabus. Always includes Asset Library updates and the new AI tools we have built.
Plus guest expertsYour numbers back against the baseline from your first fortnight. Hours freed, subscriptions cut, capacity and margin moved.
Evidence, not assertionMost programs promise a transformation you cannot measure. Here is exactly what "a working tool" means on day sixty, and how we check it in front of you.
It is live at its own address, and someone other than you can log in and use it. Not a demo on your screen.
Your firm's actual data, not sample data. Either a live connection to your systems, or a real dataset you have loaded.
It takes a named job in your firm from input to output, start to finish. Not a screen. Not a prototype. A job someone needed done, done.
It passes the go-live checklist: row-level security on, credentials held server-side, backups running, access matched to real roles.
It has been run at least once on live firm or client work, and the output was accepted and used. Not a rehearsal.
The time or cost it gives back is recorded against the baseline we capture in your first fortnight. A number, not a feeling.
Demonstrated live at your day-sixty showcase, checked against all six, and signed off. That record is what any continuation conversation refers to. It is also what we hold ourselves to.
A front-loaded proof phase where the tool gets built, then a full year to build the firm around it. You commit to twelve months, and we give you sixty days to walk away as friends if we do not deliver.
You commit to twelve months from the outset. Inside the first sixty days, either party can tear up the agreement as friends, no hard feelings and no argument. After day sixty you are in for the twelve months. That is the deal, stated plainly, and it is why the day-60 standard above is written the way it is.
Cohort one is capped at 12 firms and we run four a year. The full investment and everything included is set out in the offer.
No. You install a preset we have already built and tested, then tailor it by describing what you want in plain English. We are alongside you in the weekly calls and the install workshops. If you can write a clear file note, you can do this.
No, and that is the point. AI is one of seven pillars. Across the year you also work on capacity planning, unit economics and pricing, hiring and delegation, positioning and sales, client experience and retention, and your own operating rhythm as the owner. The tools make the rest of it stick.
Yes, done properly, and getting it right is a core part of the proof phase. We cover security, data foundations, row-level access and the go-live checklist from the start. It is test four of the day-60 standard for exactly that reason.
That is what the sixty-day window is for. You commit to twelve months up front, but inside the first sixty days either of us can walk away as friends. The day-60 standard is written as six specific tests so that conversation is about evidence, not opinion.
Around three to four hours a week in the proof phase: roughly an hour of video, one live call, and build time. After that it is lighter, with one monthly call and whatever build work you choose to take on. Most of the build replaces work you were already doing by hand.
Cohort one is capped at twelve firms, and we run four cohorts a year. Small enough that everyone gets hot-seated more than once, and small enough that we can run a proper Gameplan session with every founder.
Sixty days from now you could have your first tool live, your constraint mapped, and a clear line to a firm that scales without simply adding heads.