Numerical CPA

Building a Tech-Forward Firm for the Construction Industry

When Faisal Farah launched Numerical CPA, he wasn’t just starting an accounting firm—he was building a vision. “I always dreamed of owning my own firm,” he says. “But I didn’t want to do it the traditional way.”

Faisal set out to create a modern, tech-forward firm focused on the construction industry. “Construction accounting is complex, contract-based and underserved,” he explains. “I saw an opportunity to specialize and do it right.”

After experiencing Progress® ShareFile® software as a client himself, he was sold. “It was secure, easy-to-use and just made sense. It beat the idea of a dusty server in the back room.”

With ShareFile software, Numerical CPA:

• Decreased time spent onboarding clients by over 50%
• Reduced client errors during document collection periods
• Amplified client trust and transparency through the ShareFile client portal
• Achieved significant cost savings by consolidating e-signature tools

A Better Experience for Clients—and the Team

ShareFile products had an immediate impact on the firm. Clients were set up with an easy-to-use portal featuring granular access controls—designed to limit visibility to the client and service team. This way, when each client wanted to view or upload a file, they could log in with their own credentials and have access to relevant items. Not only did this give Numerical CPA greater confidence in the level of security and service they were providing, but it also gave their clients peace of mind and confirmation that they chose the right firm. “Clients are genuinely impressed by our tech stack,” shared Operations Manager Luana Dorfman. “And ShareFile is a big part of that.”

With the ShareFile desktop application, the ease of access for Faisal and Luana only grew. Being able to gather, organize and move documents freely between tax software, browsers and ShareFile folders significantly improved their ability to serve their clients and meet deadlines.

Improved Efficiency with a Unified Experience

ShareFile e-signature also became a crucial part of their workflow. The construction industry has its own regulatory filing and form system, which requires many authorizations and signatures. With ShareFile e-signature, clients can sign documents from virtually anywhere—no printing, scanning or mailing required. Once signed, the agreement is stored in the client’s folder, helping make it readily accessible to both the Numerical CPA service team and the client.

Having their internal and external file system incorporated in the same software was a resounding success. Not only did it help reduce stress—it improved efficiency and saved thousands of dollars. “We almost signed up for DocuSign,” Faisal says. “But ShareFile does everything we need—and it stores the signed documents in the right folder automatically. That was a big win.”

Embracing AI – Inside and Out

At Numerical CPA, staying ahead of the curve isn’t just a goal—it’s a mindset. That’s especially true when it comes to leveraging artificial intelligence to enhance operations.

“We want to be at the forefront of AI in accounting,” says Faisal. “It’s not about replacing people—it’s about making our work smarter and more efficient.”

The firm uses AI in a variety of ways, from marketing and image generation to internal operations and client onboarding. “We’re building automations that streamline how we collect and process client data,” says Luana. “It’s helping us scale without sacrificing quality.”

They also lean on tools like ChatGPT for research and tax law references, while keeping a human in the loop to support accuracy. “It’s like having a second brain,” Faisal says. “Instead of flipping through tax code books, I can get quick, accurate answers in seconds.”

When they learned the ShareFile team rolled out its AI assistant, they were immediately intrigued. “Once we saw what it could do—summarizing documents, pulling key data, even translating files—that’s a game changer.” Faisal shared.

For a firm built on innovation, AI isn’t just a buzzword—it’s a strategic advantage.

What’s Next for Numerical CPA

Faisal and Luana are excited about what’s next. They’re even exploring new features like the ShareFile client hub to further help streamline their operations. With aspirations to grow, one thing is for sure—ShareFile software will remain a core part of their tech stack. “It’s helped us scale, stay secure and deliver a premium experience,” Faisal says. “We wouldn’t be where we are without it.”

Learn more about Numerical CPA’s professional services and how ShareFile software can transform your business workflows.