AI Automation Report for Moss Adams

Moss Adams is a premier professional services firm headquartered in the United States, specializing in accounting, tax, and consulting services. They serve enterprise-level clients across diverse industries, offering high-value solutions in financial assurance, strategic technology advisory, risk compliance, and wealth management. The firm is recognized for its industry-specific expertise and large-scale operational capacity, functioning as one of the largest accounting firms in the country with an extensive workforce. Their business model relies on high-touch consulting combined with rigorous regulatory data management and complex financial reporting.

https://www.mossadams.com
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Yearly Cost Savings
$1,583,073

potential annual savings

Yearly Time Savings
16,554

hours/year automatable

Processes Analyzed
8

business processes

8
Process Areas
9
Sub-processes
45
Automatable Tasks
0
Fully Autonomous

Your Automation Opportunity

By automating 45 tasks across 9 sub-processes in 8 process areas, you could save approximately 16,554 hours/year and reduce costs by $1,583,073/year.

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Savings by Organization Level

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

👔

Executives

VP, Director, C-Level

Hours/year4,989
Rate$150/hr
Savings$748,350

Roles included:

VP of Client OperationsSales CoordinatorDirector of Tax Services+8
📊

Managers

Manager, Lead, Supervisor

Hours/year4,966
Rate$95/hr
Savings$471,789

Roles included:

Risk Management ManagerLegal Operations ManagerTax Manager+6
💼

Contributors

Analysts, Agents, Assistants

Hours/year6,599
Rate$55/hr
Savings$362,934

Roles included:

Risk AnalystCompliance OfficerLegal Assistant+10

Savings by Role

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

VP of Client Operations$124,763
Director of Tax Services$100,575
Chief Financial Officer$89,100
Tax Manager$76,437
Chief Information Officer$73,913

Processes Identified

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