UpDraft
Solving for scale in technical accounting advisory
Tim LaBelle | Founder & CEO
Technical Accounting is your Advisory Growth Engine
Technical projects establish the foundation for high value, long term client relationships.
I helped CFGI's advisory practice grow 10x using this land and expand strategy.
But you need experienced team members who can execute.
Win Small
Rev rec memo, lease mod, debt issuance
Prove Expertise
Showcase technical prowess & client service
Build Trust
Controllers and CFOs see you as the expert
Expand Relationship
Unlock larger advisory engagements and cross sell services
You Can't Grow Playing Defense
Quality is non-negotiable, so technical projects demand your best people.
Recruiters are filling up their inboxes.
Growth stalls - or reverses - when balance feels like a high wire act:
Quality vs Growth
Experts handle most work personally limiting growth
Retention vs Growth
Increase volume but stretch the team and risk turnover
Margin vs Growth
Delivery costs are high when processes are manual and inefficient
→ I lived this problem as a Managing Director and technical accounting SME at CFGI
We Unlock Growth by Delivering Expertise at Scale
UpDraft is a specialized AI agent and knowledge capture system that delivers technical accounting projects in hours instead of days.
Testimonials:
"This agent is ridiculous. Amazing work by the UpDraft team."— Ian Kane, Northeast Regional Leader, Stout
"Kudos to your team. UpDraft is fantastic. I've been very happy."— Matt Fisser, Advisory Principal, Embark
Unlocked Revenue Potential
Here's what our national advisory partners like Stout and Embark are telling us:
Recover Lost Opportunities
15% of opportunities had project economics that were previously impossible to deliver on.
Accelerate New Wins
Gain a 10% edge in new client acquisition with unmatched pricing power and delivery times.
Improve Margins
Moving to fixed fee pricing to capture 50% to 75% efficiencies as profit margin
Growth Projections
Start with a risk free 30 days
Our streamlined onboarding process gets you up and running quickly, so you can experience the value from day one.
Environment Setup
We stand up a full production environment tailored for your team's specific needs.
Guided Adoption
Initial training and weekly working sessions for the first 30 days.
30-Day Evaluation
Experience UpDraft's full potential for 30 days with zero financial obligation.
Seamless Transition
When you love it, simply continue using the same environment and your annual subscription begins.
How we scale
Start seeing value immediately. Improve margins and win rates in 6 months.
30 Days: Team Trained
- Core team fully onboarded
- Consistent delivery patterns established
60 Days: Scaling Adoption
- Expand to broader team
- Seat adoption growing to 100%
90 Days: Winning More
- Increased win rates on new opportunities
- Faster project turnaround
6-12 Months: Full Growth Unlocked
- Complete cycle capability
- Expanded client relationships
- Measurable margin improvement
Questions for You
Practice Structure
How is your technical accounting consulting practice structured today? Dedicated team?
Capacity Constraints
Where do you see the biggest capacity constraints?
Demand Drivers
Which technical accounting areas are driving the most demand?
Success Criteria
What would success look like if a tool like this worked?
Let's Get Started
We can have your environment set up by Tuesday, February 17th
