AI Automation Report for LBMC

LBMC is a leading professional services firm providing a comprehensive suite of accounting, tax, and business advisory solutions. Targeting medium-to-large enterprises and high-net-worth individuals, the firm operates on a high-touch, consultative business model with a focus on strategic financial leadership. They leverage technology through a secure client portal to manage complex compliance and advisory workflows. As a top-ranked US firm, LBMC differentiates itself through deep industry expertise and a multi-disciplinary approach to business consulting.

https://www.lbmc.com
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Yearly Cost Savings
$799,375

potential annual savings

Yearly Time Savings
7,794

hours/year automatable

Processes Analyzed
5

business processes

5
Process Areas
8
Sub-processes
32
Automatable Tasks
0
Fully Autonomous

Your Automation Opportunity

By automating 32 tasks across 8 sub-processes in 5 process areas, you could save approximately 7,794 hours/year and reduce costs by $799,375/year.

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Savings by Organization Level

Breakdown of automation potential by role level, with differentiated hourly rates.

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Executives

VP, Director, C-Level

Hours/year2,721
Rate$150/hr
Savings$408,105

Roles included:

VP of Tax ServicesAccount CoordinatorDirector of Client Experience+4
📊

Managers

Manager, Lead, Supervisor

Hours/year2,338
Rate$95/hr
Savings$222,129

Roles included:

Tax ManagerCompliance ManagerOnboarding Manager+5

Specialists

Senior, Architect, Consultant

Hours/year267
Rate$125/hr
Savings$33,412

Roles included:

IT Support Specialist
💼

Contributors

Analysts, Agents, Assistants

Hours/year2,468
Rate$55/hr
Savings$135,729

Roles included:

Tax AssociateData AnalystAdministrative Assistant+5

Savings by Role

Benchmarks based on similar Professional Services / Consulting companies in 🇺🇸 United States.

VP of Tax Services$73,463
Chief Financial Officer$66,825
Director of Client Experience$66,375
Account Coordinator$64,800
HR Coordinator$51,030

Processes Identified

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