For Founder-Led CPA Firms Doing $50K/Month+

We Install A Custom AI System Into Your CPA Boutique That Cuts Monthly Close In Half — In 14 Days.

If your monthly close cycle is not cut by 50% in the first 30 days, you do not pay the retainer.

★ ★ ★ ★ ★

4.9 Excellent Trusted by founder-led firms

42+Firms Installed

14Days To Go Live

50%Close Cut, Guaranteed

Book Your Free AI Strategy Call

We take 3 new firms per month. 1 spot remaining for July.

Here's what stops most CPA boutique founders from installing AI. We solve all of them.

❌"Off-the-shelf AI tools don't understand my vertical."

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✅That's the point. Botkeeper, Karbon AI, Neo.Tax build for generalist firms. We build for dental DSO compliance, e-commerce sales tax nexus, restaurant tip accounting, real estate cost seg.

❌"My senior CPAs spend half the month on close."

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✅Monthly close: 5 days down to 1. The system pulls from QuickBooks, payroll, Dentrix, or Buildium. Drafts statements. Flags anomalies. Senior CPA reviews and ships.

❌"Clients are paranoid about AI touching their books."

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✅Numbers are pulled, never generated. Source-linked. SOC 2 aligned architecture. Scoped credentials per client. No shared model training. One-page security brief on request.

❌"How do I know it'll actually save money?"

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✅We guarantee it. If monthly close doesn't drop 50% in 30 days, you don't pay the retainer. A senior CPA hire is $150K-$200K and 6 months to ramp. This is $10K plus retainer, 14 days.

One recent install: a boutique tax & advisory firm.

Tax & Advisory • 2 Partners, 6 Staff

Senior CPAs went from buried in busywork to billing advisory — same team, no new hires.

~$1.4M/year firm. AI installed one workflow at a time.

~11 hrsReclaimed per senior CPA, every week

2 days → <60 secClient lead response time

~$210KAdded advisory revenue in year one

Senior repetitive work dropped from 50% of their time to 18% — the freed hours went straight to billable advisory.

★ ★ ★ ★ ★

4.9 Excellent Trusted by founder-led firms

Ready to get your senior CPAs out of monthly close?

Book your AI Strategy Call — we'll audit your firm before we talk, so the call is a working session, not a pitch.

Book Your Free AI Strategy Call

We take 3 new firms per month. 1 spot remaining for July.