Stop your team drowning in manual data entry and reconciliation.

Sound familiar?

Your firm grew. The manual work grew faster.

Most small accounting and tax firms hit the same wall — more clients, more tools, and more hours swallowed by work software should be doing on its own.

~40% of the week lost to manual work

Your team burns nearly half its hours on data entry, reconciliations, and fixing errors. That's billable time quietly leaking out of the firm every single week.

Tool sprawl that doesn't connect

You bought the tools — but they don't talk to each other. Staff spend more time juggling software and re-keying the same data than actually serving clients.

Tax season is a brutal manual grind

Every year it's the same crunch: chasing documents, manual entry, and late nights. The process never gets easier because nothing underneath it ever gets automated.

QuickBooks default-category drift

Transactions quietly land in the wrong categories and the books slowly go wrong. By the time anyone notices, it's hours of clean-up — or a problem at filing.

Who this is for

Built for firms like yours.

We go deep on one kind of business instead of trying to serve everyone. If this sounds like your firm, the automations we build pay for themselves fast.

Small US firms, 2–20 people

Accounting, bookkeeping, or tax firms that are growing fast and feeling the manual chaos that comes with it.

Owner-run, fast decisions

You're the owner and the buyer — no committee, no procurement maze. When something makes sense, you can say yes.

Already on QuickBooks or Xero

We build around the ledger you already use, plus the tools orbiting it — no rip-and-replace, no learning a new platform.

Visibly busy and overwhelmed

Signs of growth plus manual overload mean real pain and real budget. If your team is maxed out, automation pays for itself fast.

How We Help — How We Help — How We Help

How we work together

Three Ways to
Get It Off Your Plate.

Fix one bottleneck fast, rebuild the full pipeline, or keep it all running long-term. Take one offer or all three.

Offer 1Start here

Quick Win Automation

$900

“Fix one clear bottleneck first — fast result, low risk, measurable hours saved.”

For firms that want to solve one specific problem first. We identify the bottleneck, automate it end to end, and measure the time saved so the result is concrete, not anecdotal.

One workflow fully automated in your existing tools
Before and after time tracking — measurable results
Two weeks of post-launch adjustments included
Guarantee: refining at no extra cost if not saving hours within two weeks

Offer 2Most popular

Full Workflow Automation

$3,000

“End to end fix for the whole document-to-data pipeline, not just one piece of it.”

The core offer. We map and rebuild the full manual workflow — document collection, extraction, data entry, and status tracking — connected into your existing systems.

Full workflow mapped and rebuilt from the ground up
Live status tracking so nothing falls through manually
Integration with your current software stack
30 days of post-launch support included

Offer 3Stay running

Managed Automation

$600/mo

“Ongoing support so the system keeps working as your firm grows and changes.”

New clients, new document types, and new bottlenecks handled without spinning up a new project every time. We monitor, fix, and expand your automation month to month.

Ongoing monitoring and fixes
New workflow additions as needs come up
Monthly check-in on what is working and what is not
Priority turnaround on anything broken or new

Let's talk

Tell us where the hours go.

Pick the offer that fits, add a few details about your firm, and we'll get back to you — owner to owner — with the next step.

Free, no-pressure first reply

We build around QuickBooks & Xero

Most firms start with the Quick Win

Common Questions