Consolidated Family Reporting for HNW Private Client CPAs
Stop letting consolidated family reporting eat your hnw private client cpa's week.
The Problem
UHNW Tax & Trust Accounting firms produce monthly/quarterly consolidated reports across 5–30 families × multiple custodians × N entities — the assembly in Lacerte eats the controller's week.
What We Build
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days.
Tools & Integrations
How It Works
Discovery Call
We map your current consolidated family reporting process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does consolidated family reporting take manually for hnw private client cpas?+
In most uhnw tax & trust accounting firms, consolidated family reporting consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle consolidated family reporting without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your hnw private client cpa keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Lacerte?+
No. The automation runs on top of your existing Lacerte setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Lacerte exactly as before.
How quickly can a hnw private client cpa team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is consolidated family reporting automation worth it for a small uhnw tax & trust accounting firm?+
If your hnw private client cpas spend 5+ hours per week on consolidated family reporting, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Lacerte or our process changes?+
Workflows are versioned and monitored. When Lacerte pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate consolidated family reporting?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.