Transform
Capacity
AI-Powered Workflow Automation
for Regional CPA Firms
Who This Is For
Built for firms that refuse to compromise
If you're a regional CPA or accounting firm with 5–100 employees, you know the pressure. Tax season deadlines. Compliance bottlenecks. Advisory work that gets pushed aside because your team is buried in repetitive tasks.
You want to take on more high-value clients and grow profitability—but not at the cost of burning out your people or sacrificing the quality that built your reputation.
This is for you if:
You're constantly at capacity but can't justify hiring more without better margins
Your team spends hours on workpaper prep, client onboarding, and document review
You want to offer more advisory services but don't have the bandwidth
What You Get
Real results, not empty promises
We deliver measurable improvements in capacity, profitability, and team satisfaction through AI-powered workflow automation designed specifically for accounting firms.
Take on 30-50% more clients without adding headcount. AI handles document processing, data extraction, and workpaper preparation—freeing your team for high-value work.
Reduce time spent on low-margin compliance tasks by up to 40%. Redirect those hours toward advisory services that command premium rates.
Meet deadlines consistently without last-minute scrambles. Automated workflows mean review-ready deliverables in hours, not days.
Stop losing talented staff to overwork. When AI handles the tedious repetition, your people can focus on strategic thinking and client relationships.
Minimize human error with intelligent automation. Every document is processed consistently, every checklist is completed, every regulation is tracked.
How We Work
A proven process, no guesswork
Our systematic approach ensures smooth implementation and measurable results at every stage.
Discovery & Audit
We map your current workflows, identify bottlenecks, and pinpoint the highest-impact automation opportunities.
Custom Implementation
No generic solutions. We design AI-powered workflows tailored to your firm's specific processes, tools, and compliance requirements.
Team Training & Integration
Your staff learns to work alongside the automation, not fight it. We ensure seamless adoption with hands-on training and support.
Continuous Optimization
We monitor performance, gather feedback, and refine the system. Your automation gets smarter as your firm evolves.
8-12 Week Timeline
From discovery to deployment, we typically complete full implementation in 8-12 weeks. You'll see measurable time savings within the first month.
Your Results, Guaranteed
We guarantee 2X ROI in 12 months or we'll keep working for free until you get the results you want.
Backed by 20 years of experience
I've spent two decades working with Big 4 and large firms on tax planning, disputes, and complex structures. I understand professional services inside and out—and I only build solutions I'd trust with my own reputation.
Common Questions
Everything you need to know
Most automation platforms are built for general business use. We specialize exclusively in CPA and accounting workflows—tax prep, compliance documentation, client onboarding, workpaper assembly, and advisory deliverables. Every automation is purpose-built for your industry's unique requirements and regulatory standards.
No. The goal is to amplify your team, not replace them. AI handles the repetitive, low-value tasks (data entry, document processing, compliance checklists) so your people can focus on strategic advisory work, client relationships, and complex problem-solving—the work that actually requires human expertise.
Most firms are fully operational within 8-12 weeks. We start with quick wins (like document processing or client intake automation) so you see immediate value, then gradually roll out more complex workflows. You'll begin saving time within the first month.
We integrate with virtually any system—whether you use CCH Axcess, Thomson Reuters, Lacerte, Drake, QuickBooks, or proprietary tools. Our automation layer sits on top of your existing tech stack, so there's no need to rip and replace what's already working.
Security and compliance are non-negotiable in accounting. All automations are built with SOC 2, GDPR, and industry-standard security protocols. Data stays encrypted, access is role-based, and audit trails are automatically maintained. We work with your IT team to ensure everything meets your firm's security policies.
Most firms see 2-3X ROI within the first year through a combination of increased capacity (taking on more clients without hiring), higher engagement profitability (redirecting hours to advisory work), and reduced errors/rework. The guarantee is simple: if you don't hit 2X ROI in 12 months, we keep working until you do.