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.

Pricing designed for every CPA firm.

Smaller firms want to do more without hiring additional resources. Larger firms are looking to create efficiencies across their organization.

No matter what size your firm is, the business case fro AI Bots is very powerful - from getting your team working 40 hour weeks even in the busiest Tax Season or growing your revenues while protecting your margins.

You get to benefit from our economies of scale, implementing and running processes across multiple businesses, without you having to invest in technical skills to do this.

Our commitment is that our pricing will be flexible, so you can scale up and down at short notice, and give you benefits from running multiple AI Bots. Always with as close to unlimited usage as we can bake into the price.

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

PRICING

Choose Your Plan

individual AI bots

From $457/m

  • Full AI Bot strategy

  • Full process scoping

  • Installation within days

  • Tailored for your processes

  • Results tracking reports

No contracts - 30 days notice

AI bot Groups

From $4997/m

  • Select the AI Bots you want

  • Adapted for your processes

  • Full roll out within around 4 weeks

  • Dashboard to monitor the AI Bots

  • Results tracking reports

No contracts - 30 days notice

Multi AI Bot Groups

Talk To Our Team

  • Detailed Firm-wide strategy

  • AI Bots embedded across the Firm

  • Bespoke roll out plan

  • Specialized AI Bots built for you

  • Cross-function dashboard

Annual contracts with 3 month break clause

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.

Contact Us

CPA Growth Partner

125 West 25th Street, New York New York 10075

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