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.

This Is About Your Priorities.

AI bots can do amazing things and really have an impact across all areas of your business - Marketing, Sales, Client Delivery and Operations.

But they have to drive value by solve real problems. Some of these will be small problems that you've just dealt with. Others will be big and impactful, And some will be "nice to haves"

Individually they provide you with assistance.

Collectively they enable a transformation.

And that transformation frees up time to drive value, cuts costs to improve profits, and ramps up what is possible in terms of new products, new services and new revenue streams.

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

Getting Started With Your First AI Bot

Every Firm is different, with different priorities and different pain points.

And once you see how the first bot works in your Firm, the rest will make sense.

1. Choose the Right Starting Point

Pick one high-impact, repetitive task where your team spends time but adds little value — like chasing documents, creating proposals, or scheduling follow-ups. Look for a process that’s frequent, simple, and easy to define.

2. Map the Current Process

Document how the task is currently done step-by-step, including all systems used (e.g., email, CRM, Excel, etc.) and where human intervention is required. Identify pain points, delays, or handoffs.

3. Build a Bot To Mirror The Process

Design the bot to follow the same steps your team currently takes — just faster, without distraction or delay. Start by replicating the existing process before optimizing or adding complexity.

4. Test in a Real-World Scenario

Run the bot with a live task or a real client interaction. Observe performance, check for accuracy, and make any necessary adjustments. Ensure your team knows what to expect and how to oversee the bot.

5. Launch & Track the Impact

Switch it on and let it run — while actively tracking key metrics, e.g. Time saved per task, Reduction in errors or delays, Team capacity gained. Compare these to your original baseline so you can clearly quantify the win.

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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