AI Bots for every Firm.

CPA Growth Partner

We can install and run individual AI bots or multiple bots. You can start with one AI bot and ramp up, or launch with a group of bots. No matter where you start you can easily ramp up or down, on a month-by-month basis.

Does this sound like your firm?

The Truth Behind Every CPA Firm

Every Firm runs a series of processes. Until now, these have involved multiple systems, none of which talked to each other. All relying on humans to join them together.

1. Is our firm really just a series of processes?

Yes — think about client onboarding. It’s not magic. It’s steps: send a Docusign agreement, send an email to the client asking for their documentation, upload those documents to your systems, create a contact in the CRM, set up a folder in Google Workspace or Teams, notify the team about the new client — each step requiring a human to jump between systems.

2. But surely that’s just for admin work — isn’t it different for actual accounting activities?

Not really. Preparing a tax return or monthly close still follows a set process: gather documents, enter figures into your accounting system, reconcile accounts, review with a manager, generate reports, send to client. It’s just as dependent on people moving between systems like email, Excel, tax software, and document storage.

3. Doesn't Xero or Quickbooks do this already?

Not completely. Xero and QuickBooks are great at handling parts of the process — like recording transactions or generating reports — but they don’t manage everything around those steps. Your team still has to collect info from clients, chase missing documents, check email threads, update spreadsheets, switch to task managers, and communicate with others. The process around the accounting software is still mostly manual — and that’s where the real inefficiencies live.

4. How many systems do we rely on within our Firm?

Usually more than we realize. Even something as simple as sending an invoice can involve time-tracking software (to log billable hours), an accounting platform (like Xero or QuickBooks), a CRM (to find the right client contact), a document or proposal tool (for formatting), and email (to send it out). None of those systems are natively connected — it’s your team manually jumping between them to make it all work.

And that’s just for your core activities.

Behind the scenes, your firm is also juggling dozens of other processes across:

Marketing – Managing social posts, email campaigns, website updates, and lead tracking.

Sales – Qualifying leads, scheduling calls, sending proposals, following up.

Client Delivery – Onboarding, document requests, project updates, reviews.

Operations – Internal meetings, reporting, HR tasks, software subscriptions, IT support.Each of these areas is running on separate tools, often managed by separate people — and all of it is being held together by manual effort.

5. Our team is already busy — does the current setup make that worse?

Yes, and it’s costing you (and them) more than you think.

Your most skilled people aren’t just doing high-value work — they’re spending hours every week bridging the gaps between disconnected systems. Chasing clients for missing documents. Copying data from one platform to another. Reformatting reports. Managing the chaos. It’s invisible work that eats time, drains energy, and adds no real value.

The more manual your setup, the more your team becomes the glue holding everything together — instead of focusing on the strategic, advisory, and analytical work you hired them to do. And that makes them at risk of leaving, to find a Firm that has removed these pain points to make their work more impactful.

Your Hidden Costs And Risks

Traditional operations hide a lot of risks, costs, and missed revenue opportunities.

Wasted Time = Wasted MoneySkilled staff are stuck doing low-value tasks like data entry, chasing clients, or moving info between systems. You're paying expert rates for admin work.

Slower Turnaround TimesManual processes create bottlenecks and delays, reducing your firm’s ability to respond quickly or scale efficiently.

Missed OpportunitiesTime spent on manual work means less time for business development, advisory services, or strategic planning — all the areas that drive growth.

Overhiring to Keep Up: Instead of improving systems, many firms throw more people at the problem — adding unnecessary headcount and long-term cost.

Onboarding and Training Load: Because processes aren't documented or automated, new team members take longer to ramp up and rely heavily on others.

What Really Are AI Bots?

End to end processes that run automatically

they connect multiple systems

They use Ai to replace or augment human interventions

they build in the steps where the human is involved

They run 24/7 - every day of the year

they don't require any in-house infrastructure

They are pre-built and adapted for your business

They are live within days - and ROI within a few weeks

they automatically scale to meet your exact needs

Here's One Simple Example: The Proposals Process

The old way and the new way.

The Old Way

  • Slower: Everything drags — proposals take hours or days to prepare and send.

  • More Manual Work: Your team is stuck writing notes, creating documents, chasing signatures, and wasting time on admin.

  • Nothing Special: Clients get a slow, clunky, back-and-forth process that doesn’t impress.

  • Delayed Cashflow: The longer it takes to send paperwork, the longer you wait to get paid.

The New Way

  • Lightning Fast: Proposals and paperwork go out within minutes — not hours or days.

  • Minimal Team Effort: Your team focuses on the conversation and the close — AI handles the admin.

  • Instant WOW Factor: Deliver a seamless, high-end experience from the very first call.

  • Faster Cash in the Bank: Clients receive, sign, and pay sooner — boosting your cashflow effortlessly.

The Four Groups Of AI Bot

You can select individual processes or bundled groups - really whatever addresses your priorities.

Marketing

  • Content creation

  • Video leverage

  • Daily content

  • All channel posts

  • Tailored emails

  • Q&A bots

  • Expert bots

  • Outbound calls

  • Lead capture

  • Lead nurture

Sales

  • Lead qualifier

  • Scheduling bot

  • Tailored proposals

  • Quote generator

  • Auto follow ups

  • Pipeline tracker

  • Client onboard

  • 24/7 support

Delivery

  • Reports issued

  • Track engagement

  • Chase documents

  • Deadline reminders

  • Client updates

  • Task assignment

  • Progress tracker

  • Data entry bot

  • File organizer

  • Feedback collector

Operations

  • Time tracking

  • Team check-Ins

  • Capacity tracker

  • Internal reports

  • Recruiting assistant

  • HR onboarding

  • Finance dashboard

  • Software usage

  • Meeting summaries

  • Policy updates

CPA Firms Do Have Options

If AI is anything like the Internet, or the Cloud, most CPA firms will do nothing, and just ignore the fact that the world is changing.

And they'll continue to suffer from the shortage of CPA talent in the market. All while the technology keeps moving forward. Leaving them further behind.

So, yes, Firms do have options.

Today AI Bots Are Easy

  • Pre-built for faster implementation

  • Adapted for your firm in days

  • Run for you 24/7

  • Monitored by our systems

  • No infrastructure required

  • Zero new technology installed

  • Scale up or down automatically

  • Audit trails available

  • Full reporting dashboard

bEcome an informed ai user

Truly Helping Your Clients

Your clients are already talking about AI. Very soon, they'll be asking you how to use it. If your firm isn't ready, someone else will step in to advise them. By embedding AI into your daily operations now, you’re not just improving internal efficiency — you're preparing your team to lead. You'll be ready to explain what AI is, how it works, and how your clients can get started safely and strategically. This is your moment to step up, stand out, and become the trusted advisor your clients need in this new era. Don’t wait until they’ve gone elsewhere for answers.

READY TO get your first AI Bot?

Get Started Today!

Discover how automation can streamline your operations, enhance client service, and unlock your team’s full potential.

Schedule a call today to explore how we can help your firm move forward with confidence.

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