Dear accounting firm owner,
You have a growing practice.
But you face some unique challenges over the next 10 years.
Clients expect more.
Top talent demands work-life balance.
How are you supposed to deliver MORE with LESS human power – while still having a healthy margin?
You know this. But with so many tools coming up as “the next big thing”…
You’re pulled in a gazillion directions.
AI. RPA. APIs. ChatGPT.
New apps, new plugins, oh my god!
You’re left wondering:
We’re here to answer those questions.
If you’re spending your time:
❌ Speaking to prospects that are vastly unqualified,
❌ Copy/pasting data from one spreadsheet to another,
❌ Reminding unresponsive clients about documents you requested weeks ago
You’re leaving money on the table.
Inefficiencies in your firm make your financials suffer.
Delayed projects decrease revenue.
Decreased team efficiency drives up costs.
And clients become unhappy, making you question your ability to deliver.
What if you invested ALL your time:
✅ Closing pre-qualified prospects,
✅ Nurturing high-value clients,
✅ Developing your team to do great work
No data entry, copy/pasting, or unending client emails.
How much more profitable would your firm be?
Other small firms are growing faster by automating repetitive tasks – and you can too.
Get ChatGPT to provide you with suggested responses to client support questions.
Instantly report transactions in your general ledger from any payment processor.
Know exactly where people are in your buying process. See your sales KPIs in real-time.
Create a folder for clients instantly. Use consistent naming convention – so you never get lost.
Wow clients by letting them know the progress as your team checks off tasks.
Ask for feedback as soon as clients get value. Get more 5-star reviews in your Google Profile.
We believe in making your clients – and your staff – lives easier.
Automation should bend around what’s convenient for people, not the other way around.
That’s why over the last 4 years, we’ve helped small firms (with no free time) save 10,000s of hours for their staff and their clients.
We are a team of certified technology consultants & process automation experts with decades of combined experience.
You’re not hiring us to learn. We’ve been there and done that.
Tailored integration solutions to support your firm at every stage.
and how you can implement them within your firm