# Financial Due Diligence Prep for CPA Firm Administrators with TaxDome

> AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running TaxDome — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [TaxDome](https://calish.com/workflows/tool/taxdome/)
- **Role:** [CPA Firm Administrator](https://calish.com/workflows/for/cpa-firm-administrator/)
- **Specialty:** Public Accounting Ops
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/financial-due-diligence-prep-for-cpa-firm-administrator-with-taxdome/

## The Problem

Quality-of-earnings work for Public Accounting Ops targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.

## What We Build in TaxDome

AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running TaxDome — uses the native API or agent integration so nothing leaves the system of record.

## TaxDome Integration Approach

1. **Audit your TaxDome configuration.** We map the specific TaxDome objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.
2. **Build on the TaxDome API or agent.** Integration happens inside TaxDome — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in TaxDome with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Financial Due Diligence Prep for CPA Firm Administrators](https://calish.com/workflows/financial-due-diligence-prep-for-cpa-firm-administrator/)
- AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.

## Other TaxDome Automations

- [Client Onboarding for CPA Firm Administrators](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-taxdome/)
- [Client Status Communication for CPA Firm Administrators](https://calish.com/workflows/with/client-status-communication-for-cpa-firm-administrator-with-taxdome/)
- [Time Entry & WIP Capture for CPA Firm Administrators](https://calish.com/workflows/with/time-entry-and-wip-capture-for-cpa-firm-administrator-with-taxdome/)
- [13-Week Cash Flow Forecast for CPA Firm Administrators](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-cpa-firm-administrator-with-taxdome/)
- [Operating KPI Dashboard for CPA Firm Administrators](https://calish.com/workflows/with/operating-kpi-dashboard-for-cpa-firm-administrator-with-taxdome/)
- [Tax Document Gathering for CPA Firm Administrators](https://calish.com/workflows/with/tax-document-gathering-for-cpa-firm-administrator-with-taxdome/)
- [Tax Return Review for CPA Firm Administrators](https://calish.com/workflows/with/tax-return-review-for-cpa-firm-administrator-with-taxdome/)

---

Book a free 30-minute consultation: https://calish.com/contact