The AI Pre-Review Template
Catch what's missing before it ever reaches your desk.
Most review points aren't about wrong work, they're about unfinished work, and it's costing your reviewers hours they don't get back. This sheet catches the missed steps before the file reaches them, so their time goes into judgment calls, not gap-checking. You'll get the template, ready to drop into your working papers, plus a video showing exactly how to set it up with your team.
What you get
The video walkthrough
Thomas walking through the sheet himself, from setup to first run. See exactly how he drops it into a working paper and how his team uses it before review.
The Excel template
The actual template, ready to drop straight into your own working papers. Set your checklist once, then let it flag what's missing before the file moves on.
Rollout guide
A short guide on introducing it to your team this week, so it becomes part of the workflow instead of another file that sits unused.
It checks completion. It never overrides your work.
The sheet sits at the front of the working paper and checks what's been completed against what the file actually needs. It flags what's missing before the file gets anywhere near a reviewer, so their time goes into the work that needs their judgment, not into spotting skipped steps.
It never touches their actual answers and it never calculates anything for them. Thomas built it that way on purpose, so it's safe enough to hand to your newest person without worrying what might go wrong.
Who this is from
Thomas Phabmixay is a Wize Mentor and runs TMS Financial. This is one piece of what he's built around AI in his own firm, and it's the one he wanted to hand over first.
Thomas has spent two years going deep on AI inside his Sydney CPA practice, working alongside engineers, building tools, and testing everything with a real team and real clients. The pre-review sheet is the tool he uses to stop small misses becoming big review notes.
- ✓2 years implementing AI in a real CPA firm
- ✓Built this sheet to reduce review loops on his own team
- ✓Sharing it first because it's the easiest place for any firm to start
Enter your name and email, get the video and the template straight away.
No credit card. No spam. Just the video walkthrough and the Excel sheet, ready for your team.