( 01 ) Owner assessment
Book a 20-minute assessment.
Fit: owner-operated shops ~20–80 people. See which workflows AI can handle and get estimated figures for your roles. 90-day fee/work pause: If the agreed metric in your SOW is not met within 90 days of go-live, Leverwork pauses the fees and work listed in that SOW until the metric is met or the SOW end condition applies. This is not a warranty of savings, revenue, or business results.
90-Day Fee/Work Pause
Fit: 20–80, owner-operated
20-Min, No Obligation
Data handling
( 02 ) What you'll get
What you'll walk away with
- Workflow analysis We'll identify which roles and processes AI can take over
- Estimated figures for your roles Scoped to your seats, systems and volume
- Implementation roadmap A clear path from where you are to AI-run operations
- Quick wins Immediate opportunities you could act on this week
( 03 ) What to expect
0–5 min
Discovery Understand your current setup, team structure, and pain points
5–15 min
Analysis Walk through candidate workflows and the estimated figures for your roles
15–20 min
Next steps Q&A and discussion of how to move forward if it's a fit
20–80 Fit: owner-operated
Wks 2–3 First workflow (Standard)
90 days 90-day fee/work pause
Illustrative only — not a named-client result. Your assessment produces numbers for your seats.
( 04 ) FAQ
Common questions
Who is this assessment for?
Owner-operated shops in the roughly 20–80 employee Fit. The buyer on the call should be the owner (or owner-operator who chooses the first seat). Jonas (CEO) runs the call. Not CPA firms or pure accounting firms — we don’t take them on this door.
What is the 90-day fee/work pause?
90-day fee/work pause: If the agreed metric in your SOW is not met within 90 days of go-live, Leverwork pauses the fees and work listed in that SOW until the metric is met or the SOW end condition applies. This is not a warranty of savings, revenue, or business results.
Is this a sales call?
Partly — but the real goal is figuring out whether we're a genuine fit. We need to understand your operations well enough to know if Leverwork can make a meaningful impact. If we can, we'll show you exactly how. If not, we'll tell you that too.
What should I prepare?
Think about which roles or processes take the most time, cause the most frustration, or feel most repetitive. No documents needed.
Who will I be speaking with?
Jonas (CEO) runs the call — no junior reps or account managers. The assessment is for owners of 20–80 person, owner-operated shops. Bookings are pre-screened by AI; if it's not a strong fit (including not-CPA / pure accounting firms), we'll cancel and say why.
What happens after the call?
If there's a fit, we'll send a detailed proposal within 48 hours. If not, you'll still have the insights from our conversation.