CPA Firm Automation ROI Calculator | Smoomer AI

What does 8 weeks of busywork cost your firm each year?

Stop billing at $0/hour. Automate the grind, bill the work that matters.

Firm Information

Your firm's average billing rate per hour

Client Information

Processes to Automate

Client Onboarding
Time saved by automating client onboarding
Document Collection
Time saved by automating document collection
Data Entry
Time saved by automating data entry
Report Generation
Time saved by automating report generation
Invoice Processing
Time saved by automating invoice processing
Compliance Checks
Time saved by automating compliance checks

Costs & Financing

One-time cost to implement the automation (Year 1 only)
Monthly cost for the automation platform (All years)

Efficiency Scenarios

Conservative
80% efficiency
Expected
100% efficiency
Aggressive
120% efficiency

Generating PDF Report...

ROI Results

Annual Time Savings
0 hours
$0
Annual Gross Savings
$0
Before costs
Return Multiple (Year 1)
0x
Gross savings ÷ total costs
Net ROI (Year 1)
0%
Net savings ÷ total costs × 100
Payback Period
0 months
Time to recover implementation costs

Savings Breakdown (Year 1)

Gross labor savings $0
Implementation cost $0
Annual platform cost $0
Net annual savings $0

Multi-Year Financial Analysis

Definitions: Return Multiple = Gross savings ÷ that year's costs; Net ROI = Net savings ÷ that year's costs × 100

Year
Gross Savings
Net Savings
Return Multiple
Net ROI

Cumulative Results (Years 1-5)

Cumulative Gross Savings $0
Cumulative Costs $0
Cumulative Net Savings $0
Cumulative Return Multiple 0x
Cumulative Net ROI 0%

Sensitivity Analysis

Scenario Annual Gross Savings Year 1 Net ROI Payback (months)

How the Calculation Works

Key Assumptions

  • Time savings are fully redeployable to revenue-generating activities
  • Savings remain constant each year (no client attrition)
  • Platform costs remain fixed throughout the analysis period
  • Implementation cost is one-time (Year 1 only)
  • All calculations use pre-tax figures

Payback Period Methodology

Conservative Method (Official): Implementation cost ÷ (Net savings ÷ 12) = 0 months

Standard Operating-Cash Method: Implementation cost ÷ (Gross savings ÷ 12) = 0 months

We use the conservative method as it accounts for all ongoing costs, providing a more realistic payback timeline.

Rounding Rules: Return multiples shown to one decimal place, ROI percentages shown as whole numbers. All calculations performed on exact values before rounding for display.

CPA Firm Automation ROI Report

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Parameter Hash:

Input Summary

Executive Summary

0%

Net ROI (Year 1)

$0

Annual Net Savings

Key Metrics

Annual Time Savings: 0 hours

Gross Labor Savings: $0

Implementation Cost: $0

Annual Platform Cost: $0

Payback Period: 0 months

Scenario: Expected

How the Calculation Works

Multi-Year Financial Analysis

Definitions: Return Multiple = Gross savings ÷ that year's costs; Net ROI = Net savings ÷ that year's costs × 100

CPA Firm Automation ROI Report

Page 2: Sensitivity Analysis

Sensitivity Analysis

Contact Information

Phone: 1-727-346-6423

Email: hi@smoomer.com

Website: https://smoomer.com

This report was generated by the CPA Firm Automation ROI Calculator

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