my uncles got a 25 person accounting firm and this was driving him crazy
new people would ask him stuff like wheres the engagement letter template or whats our standard approach to this type of client and hed answer it.
then 2 hours later someone else asks the exact same thing. then again the next day. over and over
i thought id be smart and build a custom gpt for them. uploaded all their documents, wrote some prompts, figured it would answer the repeat questions so staff could just ask the ai instead of bothering partners
worked great for like a week. then it cited some policy from 2019 that they changed last year. staff made a call based on old info. had to fix it. everyone stopped trusting it immediately.
realized the problem wasnt the ai being wrong. it was that nobody documented when they updated policies. so the ai was working with outdated information.
ended up being kind of a process problem more than a tech problem. ai is easy part. getting people to actually maintain their documentation is the hard part.
fixed it by setting up monthly review process. someone checks if stuff is outdated, updates the source documents, ai stays current. way more boring than i expected but it actually works now.
cut partner interruptions by like 60%. they get back 5-8 hours a week. mainly because staff can get answers instantly instead of waiting for partner to be free.
cost like $20 a month for chatgpt plus. took a weekend to set up. saves them way more in partner time.
anyone else deal with this kind of thing at their company? feels like every professional services firm has this problem but nobody talks about it
Small accounting firms – do your partners spend half their day answering the same questions over and over?
byu/Purple-Inevitable862 inEntrepreneur
Posted by Purple-Inevitable862
1 Comment
ngl, getting people to own document accuracy is the real challenge. we added a ‘knowledge champion’ to each team to drive it.