Industries—Accounting Firms
Grow your firmwithout growing your team.
Your fractional AI department for accounting firms. We take the data entry, document wrangling, and collections off your plate — so your partners do the work only they can do.
01—Why It Fits
A tax firm runs on repetition.
Every season your team renames the same documents, keys in the same forms, answers the same questions, and chases the same unpaid invoices. It's skilled people trapped in unskilled work.
And today, the only way to handle more of it is to hire more people — or pay five figures for software that still leaves the manual work to your staff.
It doesn't have to be that way.
02—Where It Lands
Where AI makes sense.
Document Intake & Labeling
Clients send a mess of generic file names. We read the whole set, identify each one — "2025 W-2, ABC Corp" — label it, and file it. We'll even flag the wrong-year form that slipped in. No more digging through a hundred PDFs two years later when the audit notice lands.
Tax-Prep Data Entry
The biggest time sink in the firm. We pull the numbers from source documents into your tax software so your staff reviews instead of types. You stay in control of every return — you just stop doing the keystrokes.
Collections & AR
The polite-but-persistent follow-up your admin dreads. We nudge clients on a schedule, track who's paid, and escalate to a partner only when it actually needs you. No agent ever touches money — it just stops the chase from eating your week.
Billing & Quick Questions
The "quick question" that was really fifteen minutes — captured, logged, and ready to bill. Clean invoices out the door without the back-and-forth.
Client Communications
Draft the memo, the engagement letter, the explanation of a code section — citations attached. Your partner adds the judgment and the warmth. The blank page disappears; the relationship stays yours.
Research, In Your Context
The tools you already use get sharper when they know your firm. We wrap them in your playbooks and past positions, so answers come back firm-specific instead of generic.
03—What We Deliver
A full AI department, on retainer.
We audit your firm, document the playbooks your team runs on, and ship the highest-value automation first — usually document handling or data entry. Then we take on the next workflow, and the next. We build it, we run it, we keep it current — and your data stays in your systems, never farmed out. You run your firm.
04—The Promise
Stop hiring to keep up.
Hire us to handle the repetition.
05—Start Here
Let's talk about your firm.
Tell us where your time goes. We'll show you what we'd take off your plate first.