A firm built by operators.
Materiality Partners builds and runs done-for-you automation for accounting firms with 15 to 75 people. We start with an audit. We automate what's material.
We chose one profession on purpose.
Accounting firms run nearly the same core workflows from one firm to the next. Labor is the largest cost on the books, and the shortage of accountants isn't going away.
Focusing on one profession means we learn its workflows in depth: the close, the engagement letter, busy season, the review chain. A generalist agency has to learn all of that on your time.
The name comes from the audit. Materiality is the test for what's large enough to change a decision. It's how we decide what to automate first.
An operator who has built and run this kind of system before.
Colton Holland
Colton scaled an insurance sales organization to $112K in monthly revenue, then built Orion, AI calling and CRM software that automated book-of-business reconciliation for insurance agencies. He oversees every audit.
Four rules we don't bend.
- 01Every number has a source.Our findings show the data behind each figure, so your partners can check it.
- 02Automation prepares, people sign off.Anything that needs professional judgment goes to a reviewer on your team.
- 03Prices come from the findings.You see the cost and the return of each recommendation before you decide anything.
- 04You hear from us on a schedule.Weekly check-ins during the build, and a monthly report after.
See where your firm's hours go.
The audit is free, and you keep the report whether or not you hire us.