AI for CPA & Accounting Firms.
We help CPA, tax, and accounting firms across South Central PA cut through busy-season chaos with AI tools that handle document intake, client communication, and internal review — without putting client data at risk.
Workflows we commonly build for CPA and accounting firms.
- Client document intake, classification, and tickmark prep
- Engagement letter and proposal drafting
- Tax notice triage and response drafting
- Internal research assistants over firm policies and prior workpapers
- Client email summarization and follow-up drafting
- 1099 / K-1 / source document extraction
The friction we usually find.
- Partners and managers stuck in low-leverage review work
- Busy season backlog of client emails and document requests
- Inconsistent intake creates rework downstream
- Junior staff churn means tribal knowledge walks out the door
- Firm software is expensive and only solves part of the workflow
Four ways to start.
$1,500
CEO Strategy Session
One hour, on-site. You walk away with an AI Opportunity Map of your top 3 friction points, ranked by effort and impact.
$3,500
Team AI Foundations Workshop
Half-day workshop with your leadership team. Shared mental model, ranked opportunity list, no jargon.
$12,000
Quick Win
30 days. Hands-on implementation of one fix — tool live in production, owned by your team.
$28,500+
Implementation Sprint
90 days. A working internal AI system embedded in a core line-of-business workflow.
FAQ.
Do you actually understand how CPA and accounting firms operate?
Yes. Discovery is on-site. We sit with the people doing the work, map the real workflow, and only then propose a tool.
What's the smallest engagement?
A $1,500 Strategy Session. One hour, fixed price, no retainer. You leave with a written AI Opportunity Map.
Will this replace our existing software?
Sometimes. Often it sits alongside, replacing the spreadsheets and workarounds that have grown around the software you already pay for.
Ready to see what AI could do for your CPA and accounting firm team?
One hour on-site. A written map. Fixed price. Or send a note first.