We implement 20+ AI systems into your firm in 60 days. You get more clients, higher-paying clients, and your evenings back. Completely done for you, without learning a single tool.
See exactly what we build, how fast it works, and why CPA firms that move now will own their city. 12 minutes. No fluff.
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Problems Most Firms Struggle With:
Every system is fully built and live within 60 days. Not a template. Not a recommendation. A working automation running in your firm under your name.
Someone in your city is Googling "best CPA in [city]" right now. If you're not in the top 3 on Google Maps, not showing up when someone asks an AI assistant like ChatGPT, Gemini, Grok, or Claude for the best CPA in your city, and you have fewer than 50 reviews, they're calling someone else. A firm that may be objectively worse than yours is winning purely because they're more visible.
A full local dominance system that puts you first across every channel a prospect uses to find a CPA. We optimize and manage your Google Business Profile with weekly AI-generated posts. We build your citation network so Google trusts you above competitors. We structure your presence so AI assistants like ChatGPT, Gemini, and Perplexity to cite you when asked for the best CPA in your city.
We install a review automation engine that fires at exactly the right moment: after a return is filed, after a savings win, after a new client onboards, sending a frictionless 2-step review request. We get you featured as a top-ranked firm on CPAGuide.com, one of America's top CPA directories in 300+ cities. We also handle press outreach to establish you as the recognized authority in your local market.
Every tax season, your team sends the same emails, makes the same calls, and waits on documents they've already requested three times. It's not billable. It's not scalable. And it burns out your best staff. The AICPA estimates firms lose 300+ hours per tax season to this alone, worth $15,000–$40,000 in recovered billable capacity.
A fully automated Document Collection Machine. The moment a client engagement opens, they receive a personalized document checklist built for their specific entity type, delivered instantly by email and SMS. If they don't respond, the system follows up at day 3, day 7, and day 14 with escalating urgency, automatically. You only get involved when a client goes completely silent.
New client onboarding runs the same way. The moment someone signs and pays, a 30-day onboarding sequence launches automatically: welcome message, portal access, team introduction, document request, and a check-in call auto-booked. Every client's document status is visible on a live dashboard. Your staff sees exactly where every file stands without asking anyone anything.
You're a CPA. You should be doing high-level work: tax strategy, advisory conversations, reviewing returns. Instead, you're answering status update emails at 9pm, sorting through IRS notices on a Saturday morning, writing client communications that all say roughly the same thing, and thinking about outreach you haven't gotten around to since April.
When a client receives an IRS notice and uploads it to your portal, our AI reads it, categorizes it (CP2000, audit, balance due, etc.), drafts the response letter, identifies the deadline, assigns it to the right staff member, and sends the client a plain-language status update, all before you've opened your email. What used to take 2–4 hours per notice takes 8 minutes.
We install a 52-week automated communication calendar for every single client, branded as you, personalized by business type, tuned to the tax calendar. Monthly tax tips. Estimated payment reminders. Year-end planning prompts. Life-event triggers. Your clients hear from you 52 times a year. You spend zero minutes on it.
When a client wonders why they owe money and calls at 8pm on a Sunday, an AI assistant answers their question from their actual return data, 24/7, without routing it to your team.
Almost every CPA firm runs on referrals. That means your revenue is entirely dependent on whether a current client happens to mention your name, which you have zero control over. When referrals dry up, there's no backup. No pipeline. No system. Just waiting. And every new lead who contacts you sits in someone's inbox for 48 hours before getting a response.
A multi-channel lead generation engine that runs 24/7. We build automated cold email outreach that identifies local business owners in your target industries, personalizes every message with AI, and runs sequences that book consultations directly onto your calendar. Every new inquiry from any channel gets a response within 5 minutes, automatically, followed by a nurture sequence that stays in touch until they book or opt out.
We set up and schedule your entire social media presence: one 90-minute session per month from you produces AI-generated videos, LinkedIn carousels, and written posts published automatically across LinkedIn, Instagram, Facebook, YouTube Shorts, and TikTok. We automate your DM responses so no inquiry falls through the cracks. We run Meta and LinkedIn retargeting so anyone who visits your site enters a 30-day follow-up loop across every platform. We also manage ongoing PPC retargeting campaigns to close warm leads who didn't convert on first touch.
You have compliance clients who've been with you for years, paying $3,000–$6,000 for tax prep, who have no idea you could be helping them with tax planning, retirement strategy, entity restructuring, or fractional CFO work. They'd pay for it. They trust you. Nobody's ever offered it to them because the trigger never fires and the system to deliver it doesn't exist.
An automated advisory upsell engine that scans your clients' data and fires at exactly the right moment. When a client's revenue crosses $500K: it flags it and drafts a personalized entity restructuring email. When QuickBooks shows missed home office deductions, a "money you're leaving on the table" alert goes out under your name. After every return is filed, the system identifies 3–5 specific planning opportunities unique to that client and sends a branded "Tax Savings Opportunity" report with a booking link.
We also build you a turnkey fractional-CFO product you can sell immediately: AI-generated monthly financial dashboards pulled from your clients' bookkeeping data, with narrative commentary. That's a $1,500–$5,000/month service you can offer your best bookkeeping clients today with no additional staff. One client converted from compliance to advisory pays for this entire program for a year.
The AI landscape changes every single week. New tools, new models, new integrations. Staying current isn't a hobby. It's a full-time job. And it's not your job. Your job is running a CPA firm.
Ai Experts has already done the work. We've built and tested what works specifically for CPA firms. We know which tools connect to TaxDome, how to prompt Claude for IRS notice triage, and how to integrate GoHighLevel with QuickBooks. We didn't figure this out with your firm. We figured it out before we got here.
When you become a client, we build everything before your onboarding call. By the time we speak, your systems are staged and ready to connect. Within 48 hours of that call, your first automation is live.
We monitor every automation 24/7 and alert you if anything needs attention. When better AI tools emerge, and they will, we evaluate, integrate, and upgrade without you doing a thing.
Building these 20+ systems yourself would require a full-time CAIO just to get started, plus months of build time. Hiring other agencies to provide all these services would cost way too much. We handle everything for a fraction of that.
We can't make every firm a "TOP Firm" so we limit how many clients we accept per city. Don't miss out on Ai. Save Your Spot before your competitor takes it.
Right now, your city may be open. Or a competitor may have already taken one or two of the three spots available. There is no advantage in waiting. Every month you delay is a month a competitor in your city builds their Google ranking, their review count, their advisory revenue, and their lead pipeline, with our systems running behind them.
Apply For Your City Now →This isn't a sales call. It's a 5-minute application. We confirm your city still has availability and start building before your onboarding call.
After submitting, you'll be redirected to checkout. Your spot is not confirmed until payment is complete.
🛡️ 30-day outcome guarantee · City availability confirmed within 24 hrs · Onboarding call auto-scheduled