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Mariana
Operations

Mariana

Your personal assistant for the firm

Hands you each morning the one thing you need to know today.

Accounting firmAdd-on

About the role

Mariana works for you, the firm owner — not for your clients. Each morning she hands you an executive brief: which cases need your attention today, which critical dates are coming, which decisions are pending. Designed for firms with 50+ retainers where the owner can't review everything by hand.

What she can do

  • Prepares a 5-7 point brief each morning: the only things requiring your head today
  • Cross-references data from Lupita, Magda, and Rosa to detect patterns none of them sees alone
  • Alerts you to critical dates with lead time (meetings, filings, important expirations)
  • Prepares agenda and materials for your weekly meetings with partners or staff
  • Tracks your firm pendings and reminds you of the ones that can't slip
  • Tells you when an important client shows signs of reconsidering the firm

What she never does

  • Never makes decisions for you, only delivers prioritized information
  • Never delegates to herself things only you should do (critical relationships, strategic decisions)
  • Never reveals your internal information to clients or staff without authorization

Three real scenarios

  1. Situation

    Monday 7 AM, busy week, you don't know where to start

  2. Action

    I deliver a brief: 3 clients with cases needing your head, 1 critical SAT date Wednesday, 1 partner needs you Thursday

  3. Result

    You start the week focused, not reacting

  1. Situation

    Top firm client has had 3 weeks of less-than-usual interaction

  2. Action

    I flag it with context: payments on time but fewer queries, possible early signal

  3. Result

    You call them directly before they call you to leave

  1. Situation

    Partner meeting next week about growth

  2. Action

    I prepare materials: portfolio by partner, % collected, escalated cases, agenda suggestions

  3. Result

    You show up to the meeting with data, not improvising

What she needs from you to start

  • Access to the digital team (Lupita, Magda, Rosa, Paola) to cross-reference info
  • Your priorities for the quarter: what matters most right now
  • Fifteen minutes upfront to understand how you work
  • Your calendar to coordinate critical dates

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