What We Build
We don't sell off-the-shelf software. Every project starts with understanding exactly how your firm works, then building a specific tool for your specific bottleneck.
Document Collection Automation
The problem: Every tax season, your team re-sends the same request and chases the same missing documents by email.
What we build: A simple, personalized link for each client — pre-filled with what you already know about them — where they upload documents directly. Everything lands organized in one place, no inbox digging.
Typical pricing: One-time build, typically $250–1,500 depending on complexity, plus a small monthly hosting fee.
Client Onboarding Automation
The problem: New client intake takes hours of manual back-and-forth — forms, engagement letters, scheduling.
What we build: An automated onboarding sequence that collects what you need, schedules the first call, and gets a new client set up without your staff manually chasing each step.
Typical pricing: Custom quote based on your current process.
Reconciliation & Bookkeeping Assistance
The problem: Bank transaction reconciliation and categorization eats hours every week — the least enjoyable, most repetitive part of the job.
What we build: AI-assisted categorization that pre-sorts transactions before your bookkeeper reviews them, working alongside the tools you already use.
Typical pricing: Our highest-value offer — quoted after a working session on your current workflow.
How it works
1. Listen
A free 15-minute conversation about what's actually eating your team's time. No pitch, just questions.
2. Propose
We come back with one specific, concrete automation idea — not a vague 'AI strategy,' a real tool for a real problem.
3. Build
We build it, using infrastructure designed for firms handling sensitive financial and tax data.
4. Support
A small ongoing retainer keeps it maintained and lets us improve it as your firm's needs change.
Serving Firms Across Greater Orlando
We work with accounting and bookkeeping firms throughout the region — close enough to meet in person when it helps.
Orange County
Seminole County
Lake County
Volusia County
Don't see your city listed? Reach out anyway — we're often able to work with firms just outside this list too.
Not sure which one fits your firm?
That's exactly what the first conversation is for.
Book a Free Consultation