AI implementation for accounting firms
Your team spends half its time on work that AI can already do.
Client onboarding, document collection, data entry, reporting. The repetitive work that eats your firm's day has AI solutions right now. We find them and implement them.
Sound familiar?
Client onboarding takes forever
Every new client means the same document requests, the same forms, the same follow-ups. Your team does this manually every single time and half the clients take weeks to send everything.
Data entry eats hours every week
Bank statements, receipts, invoices, expense reports. Someone on your team is entering numbers that should flow directly from source to system without a human in the middle.
Tax season is barely controlled chaos
Tracking who submitted what, chasing missing documents, managing deadlines across dozens of clients. It all lives in spreadsheets and email threads that nobody wants to dig through.
Reporting takes way too long
Pulling numbers from QBO or Xero, cross-referencing with other sources, formatting into something a client can actually read. A process that should take minutes takes hours.
How it works
Step 01
Quiz
Take the 2-minute quiz. We figure out where AI can save your firm the most time and money.
Step 02
Action Plan
Get a free action plan showing your biggest opportunities, what to tackle first, and the expected ROI on each.
Step 03
Build
We build and deploy the AI solutions. Automations, custom tools, integrations. Your assessment fee comes off the build cost.
The math
These are the kinds of inefficiencies we look for. Most businesses have at least two.
Manual data entry
$4,000+/mo
If your team spends 20 hours a week on data entry at $50/hr, that is over $4,000 a month in labor cost for work that AI handles in seconds.
Late client onboarding
$2,000+/mo
Every week a client takes to onboard is a week you are not billing. If slow onboarding delays revenue by even one week per client, the math adds up fast.
Tool bloat
$500-1,500/mo
Most firms run QBO or Xero plus practice management plus tax software plus document management plus a client portal. Half of that overlaps. The other half nobody uses.
What we implement
When the assessment finds something worth fixing, we build it.
What you get
We find at least $1,000/month you're losing. Or the assessment is free.
If we can't identify at least $1,000/month in recoverable time, revenue, or wasted spend, you pay nothing.
Who we work with
Questions
A 45-minute call where we walk through how your firm actually runs. We look at your client onboarding, data entry workflows, reporting process, and the tools you use. Within 48 hours you get a custom report showing every AI opportunity and the math on each one.
Yes. We build around whatever you already use, whether that is QuickBooks, Xero, Drake, Lacerte, or something else. The goal is to make your current tools work harder, not to replace them with something unfamiliar.
Most projects take 2 to 6 weeks depending on scope. A basic automation might take a few days. A full client onboarding system takes a few weeks. We scope everything on the review call so there are no surprises.
We build things that are simple to use. If your team can handle email and QBO, they can handle what we build. We also do a walkthrough with your team so everyone knows how it works.
The report is yours. We write it so anyone can follow the recommendations. Your team, a freelancer, or us. No pressure either way.
Almost always yes. Between manual data entry, slow onboarding, unused software licenses, and reporting time, most firms of 5 or more people have well over $1,000 a month in fixable inefficiency. If we cannot find it, the assessment is free.
See what AI can do for your business.
Start with the free quiz to see where your biggest opportunities are. Or book the full assessment and get a custom report with the math on every recommendation.