The AI Operating System
for CPA Firms.
12 automation systems deployed into your firm over 12 months. Recover 900+ hours per year and stop losing $130,000 to work that generates zero revenue.
Built on AICPA benchmarks · First automation live within 48 hours · 90-day guarantee
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Integrates with your existing stack
Based on AICPA benchmarks + beta cohort results
900+
hours recovered per firm, per year
65+
new Google reviews per firm (avg)
23
automations live per client
7.2x
average first-year ROI
The Problem
Your firm is leaking revenue
every single day.
These aren't hypotheticals — they're AICPA benchmarks. And none of them require hiring more people to fix.
AICPA benchmark — every firm your size is losing thousands of hours per year to admin that generates zero revenue.
At $150/hr blended rate, 17% non-billable time across 10 staff = $130,000 in capacity that could be revenue.
Most firms bill 85 cents of every dollar of time recorded. The gap is administration, follow-up, and inefficiency.
While partners are heads-down on billable work, new prospects wait two days for a reply — and call a competitor.
None of these problems require hiring. They require systems.
How It Works
Done for you.
Not left for you.
Most "automation programs" hand you templates and walk away. We build, deploy, and monitor every system — you just flip the switch.
We build it before your onboarding call
When you enroll, we configure Make.com, set up your GoHighLevel sub-account, and stage Month 1's automations. By the time we're on a call together, the systems are built — we just connect your accounts.
One module goes live every 30 days
Each month a new system unlocks in your dashboard. We walk you through activation — typically 20–60 minutes of your time. The system then runs without you. You confirm it works; we monitor it afterward.
Systems run. You bill more hours.
After activation, each automation runs 24/7 — chasing documents, requesting reviews, responding to leads, routing tasks. You see it all in your dashboard. We alert you if anything needs attention.
Not sure if it's right for your firm?
Run the ROI calculator. See the exact dollar value before you make a decision.
The Platform
Your command center,
always on.
Every automation, every module, every metric — visible in one place. Click through to explore.
Smith CPA
Active
Dashboard Overview
Smith & Associates CPA
23.5h
Saved this month
+12
New reviews
4
Automations live
8
Auto-replied
Module Progress
Month 3 unlocks in 18 days
Recent Automation Runs
This is your actual dashboard — live data, real automations, updated in real time.
The System
12 months.
12 systems deployed.
One new module unlocks every month. Each one is a working system — not a recommendation. Click any month to see exactly what gets built.
What gets built
- AI assistant with CPA-specific system prompt
- 15 plug-and-play email templates
- Make.com account setup & first automation live
Outcome
3–5 hrs/week saved in 30 days
Every deliverable is a live system — not a slide deck. You activate it, we monitor it.
Pricing
Simple pricing.
Massive ROI.
12-month commitment. 90-day outcome guarantee — if you don't see measurable results, we refund the first 90 days.
12-month commitment · Everything included · Price locks for life
No sales call required — see the numbers, then decide.
Standard Rate
After the first 20 Founder clients · Core curriculum
90-Day Outcome Guarantee
If you complete the onboarding, implement the first three months of systems with our guidance, and don't see measurable time savings — we refund the first 90 days. No arguments, no hoops.
FAQ
Every question answered honestly.
No vague answers. No upsell language.
That's the point. We set everything up before your onboarding call — Make.com is configured, GHL is built, your website is drafted. The only technical thing you do is authenticate your own accounts (logging in to connect them), which takes 20 minutes on the onboarding call. Everything after that is handled by us or triggered automatically.
Your firm is losing $130K+ a year.
That ends this month.
Calculate your exact number. If the ROI makes sense — which it will — we start building your first automation immediately.
ROI Calculator
See exactly what this
is worth for your firm.
Real numbers based on AICPA benchmarks and your firm's profile. Takes 90 seconds.
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