Your Firm Should Grow. Your Administrative Work Shouldn't.
Automate your
Customized automation systems built for CPA and bookkeeping firms, so client onboarding, document collection, follow-ups, and internal workflows run without the manual chase.
Your Firm Is Growing. But So Is the Administrative Work.
As your firm grows, so does the time spent on client communications, document requests, onboarding, follow-ups on missing information, and internal coordination. The work is necessary, but handling it manually creates bottlenecks, inconsistent client experiences, and unnecessary pressure.
Chasing Clients for Documents
Repeated emails and reminders for bank statements, receipts, and other information.
Inconsistent Client Onboarding
Every new client requires manual communication, paperwork, and setup.
Missed Follow-Ups
Prospective clients and outstanding requests can fall through the cracks.
Disconnected Systems
Information scattered across email, spreadsheets, calendars, and different applications.
Manual Task Assignments
Team members rely on emails and messages to know what needs to be done.
Limited Operational Visibility
Hard to see which clients are waiting, which tasks are overdue, and where work is stuck.
There is a more organized way to run your firm.
One Connected System. A More Efficient Firm.
Customized automation workflows designed around how your accounting or bookkeeping firm actually operates.
- 01
Lead Management & Scheduling
Capture inquiries, organize prospects, automate appointment confirmations, and coordinate follow-up communications.
- 02
New Client Onboarding
Streamline welcome communications, intake questionnaires, engagement document delivery, and onboarding task creation.
- 03
Monthly Document Collection
Recurring requests for bank statements, credit card statements, receipts, and other documents needed for monthly bookkeeping.
- 04
Automated Client Follow-Ups
Scheduled reminders for missing information, outstanding onboarding items, and incomplete client requests.
- 05
Internal Workflow Management
Create tasks, assign responsibilities, monitor progress, and organize client service workflows.
- 06
Client Communication Workflows
Routine communications, service updates, and notifications triggered by defined workflow milestones.
Capabilities are configurable. Each implementation includes only the workflows agreed for your firm.
See What Happens When Your Firm Runs on Automation.
Choose a scenario and watch an example workflow move from trigger to completion.
Example workflows with fictional client names, for illustration only. Actual triggers and actions depend on the integrations and configuration agreed for each firm.
Less Manual Coordination. More Time for Client Service.
Before Automation
- Manually sending welcome emails
- Repeatedly requesting missing documents
- Tracking onboarding in spreadsheets
- Following up with prospects individually
- Assigning tasks through scattered messages
- Searching multiple systems for updates
With Firm Automation
- Structured onboarding sequences
- Scheduled document requests
- Centralized workflow visibility
- Organized lead follow-ups
- Automated task creation
- Clearer operational status tracking
Built for Firms Ready to Operate at the Next Level.
From a single practitioner to a multi-team practice, the system is configured to the size and shape of your firm.
Solo Practitioners Preparing to Grow
Establish organized processes before adding more clients or team members.
Growing Bookkeeping Firms
Standardize recurring administrative workflows across an expanding client base.
Established CPA Firms
Improve coordination across clients, departments, and internal teams.
Multi-Team Accounting Practices
Create greater visibility and consistency across multiple employees and workflows.
We Don't Just Recommend Automation. We Help Build It.
Every implementation begins with understanding your firm's existing processes.
Discovery & Workflow Assessment
We review how your firm currently manages leads, onboarding, document requests, and administrative workflows.
Automation Strategy & System Design
We identify the right automation opportunities and develop a tailored implementation plan.
Configuration & Implementation
Our team configures the agreed workflows, pipelines, communications, forms, and supporting processes.
Training & Ongoing Management
Agreed training, plus continued system support and maintenance under your selected service arrangement.
Every Firm Operates Differently. Your Automation Strategy Should Too.
We tailor implementation plans to your firm's workflow requirements and operational goals.
Designed With Accounting Professionals in Mind.
Our automation practice grew out of firsthand experience running Pro Bookkeeping Solutions, a professional bookkeeping firm in Miami since 2014.
We know the work of onboarding clients, requesting monthly statements, managing follow-ups, coordinating team responsibilities, and keeping financial service workflows organized. Our mission is to help other accounting professionals build more structured, efficient, and scalable operations through thoughtfully designed automation.
- Industry UnderstandingDesigned around real bookkeeping and accounting workflows.
- Customized ImplementationConfigured to fit your firm's specific operational requirements.
- Ongoing SupportSystem management and maintenance available beyond the initial setup.
Questions Firms Often Ask.
Have a question that isn't covered here? Ask during your demo.
Is this designed specifically for accounting firms?
Yes. Our workflows are designed around the day-to-day operations of CPA, bookkeeping, and accounting firms: client onboarding, recurring document collection, follow-ups, and team coordination. The approach grew out of running a professional bookkeeping firm.
Can automation work with our existing software?
Often, yes, but it depends on the specific tools you use and the connection options they offer. During discovery we review your current systems and confirm what can be connected before recommending anything. We don't assume compatibility with any platform until it has been verified for your setup.
Do we need to replace our current accounting software?
No. Our work focuses on the administrative and client-management workflows around your accounting work, not on replacing your general ledger or tax software.
How long does implementation take?
Timelines depend on the scope of workflows, the number of systems involved, and how quickly content and approvals come together. We provide an estimated timeline as part of your implementation plan after the workflow assessment.
Can the system be customized for our firm?
Yes. Every implementation begins with understanding how your firm works today. Pipelines, communications, forms, and task assignments are configured to fit your processes and service offerings.
What happens after implementation?
Firms can choose an ongoing system management arrangement for continued support, maintenance, and adjustments to agreed automations as the firm evolves.
Is staff training included?
Agreed training is part of the implementation process so your team understands how the workflows operate. The format and scope are defined in your implementation plan.
How much does implementation cost?
Pricing depends on your firm's size, existing systems, required integrations, and workflow complexity. Third-party software subscriptions and usage fees may be additional. We share a tailored proposal after the discovery conversation.
How is client information protected?
We follow careful access practices, limit data to what each workflow needs, and rely on the security controls of the platforms used in your implementation. We walk you through how information is handled in your specific setup and answer your team's questions.
Can we see a demonstration before committing?
Yes. We offer a free, personalized demonstration so you can see example workflows and discuss what could fit your firm before making any decision.
Let's See What Your Firm Could Automate.
Schedule a personalized demonstration and explore how customized workflows could simplify your firm's daily operations.
Schedule My Automation Demo- Free, no-obligation demonstration
- Example workflows tailored to your firm type
- Available to firms nationwide