A firm carries a surprising amount of sorting, chasing, and re-keying across tax prep, bookkeeping, and advisory that has nothing to do with judgment. Below is what our 7 services look like in a practice, built around a human review and with client data locked down. We run AI inside our own companies before we ever put it in yours.
Book a consult See all servicesWe have spent 20 years building custom database and workflow software for firms that handle sensitive data, so file security, audit trails, and careful handoffs are second nature to us. We also run AI inside our own companies every day, which means we bring you the setups we have already tested on our own books and operations rather than a slide deck. That combination, real software engineering plus hands-on AI in a working business, is what keeps these projects practical and safe.
A structured walkthrough scores your tax prep, bookkeeping, and advisory tasks and returns a ranked plan. It shows where the hours actually go, with source-document sorting and client-question triage usually carrying the biggest savings in the 3 months before busy season.
We add an AI step to your month-end close that categorizes transactions and flags anomalies against prior periods. A staff accountant reviews the exceptions and approves the entries, so nothing posts without a human check.
Tax-season reminders, missing-document requests, and advisory proposals run as one funnel in your firm's voice. A client who has not sent their 1099s gets a timely nudge, and a bookkeeping client sees a well-timed offer to move up to advisory.
A purpose-built tool reads a client's uploaded financials and drafts a plain-language quarterly summary with 3 questions the advisor should ask. It wires into your ledger system so the advisor walks into the review already prepared.
One dashboard shows return status by preparer, realization, workflow bottlenecks, and receivables. An overnight report puts stuck returns in front of the managing partner before the day starts.
We train your team and put a written policy in place so client Social Security numbers, account numbers, and financial statements never go into a public AI tool. Staff still get to use AI for research and drafting, inside clear lines.
We turn on MFA for your tax software and email, review who can reach client financial data, and look hard at everyday exposures, like a staffer pasting a client's tax figures into a consumer chatbot during a crunch.
Picture a 12-person CPA firm heading into January. We start with an AI Readiness Diagnostic that scores tax prep, bookkeeping, and advisory tasks and returns a ranked plan, and source-document sorting and client-question triage come out on top for time saved. We add an AI step to the month-end close that categorizes transactions and flags anomalies against prior periods for a staff accountant to approve, build a purpose-built tool that reads a client's financials and drafts a plain-language quarterly summary with 3 questions the advisor should ask, and stand up one dashboard showing return status by preparer, realization, and receivables with an overnight report. By March the managing partner sees stuck returns before the day starts instead of after.
See our real case studies →Where in your firm does the real judgment happen, and how much of your team's week gets eaten before they ever get to it?
Start with a conversation. A free 20-minute call, and if there is real work to do, a $250 AI Readiness Diagnostic, credited to your first month. Then you decide.
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