What’s driving you
nuts?
Tell us the one thing about your firm that’s driving you nuts. We’ll show you how to fix it, using AI automations that run on their own. No new tools to learn. No new people to manage. Just simple solutions that fix the challenges that have been on your mind for ages.
officially nuts
The stuff that drives CPA firm owners nuts
Running and growing your firm shouldn’t be this frustrating. So pick the one area you’d like to fix — we’ll show you how to get it sorted. Results within days.
Worries about losing team members
You know about the talent shortage — and the cost and time to replace staff. But they could walk at any stage. So how do you keep them?
Nothing’s written down
You don’t have SOPs. There’s no standard way of doing things — it’s all in your people’s heads, and it leaves when they do. It’s impossible to know it’s all being done properly. And that puts you at risk.
You and your team are still doing manual work
Downloading files. Uploading files. Reformatting. Keying in data. Your technology relies on lots of manual work that sucks the life out of you all — and cuts the time available for advisory work.
It’s Groundhog Day, every day
Repetitive daily tasks. The same old month-end work and chasing clients. The 100th time you’ve answered the same question. And let’s not talk about the workload and stress of tax season.
Advisory never happens
Advisory is where the money is. You know that. But you’re all too busy to get to it — even though you’d all get a lot more job satisfaction from doing it.
The firm runs on you
You’re still doing work you shouldn’t be. You can’t take a week off, never mind step back. And a firm that needs you in it every day is hard to sell when the time comes.
Your exit plan?
Firms that sell on 1x revenue are ten-a-penny. They’re 100% reliant on their owner, so their value depends on you. That eats into the valuation — and anyone you sell to is going to fix the problems you lived with, and reap the benefit.
It’s driving you nuts. But what’s it costing you?
Every one of these has a cost. You’re just too busy to add it up. So let’s do it. Your time. Your money. Your weekends.
It’s never one big thing. It’s fifteen minutes here. Ten there. All day. None of it big enough to fix — all of it gone. And the work that actually grows the firm? Never gets touched. You didn’t run out of ideas. You ran out of day.
The proposal still sitting in drafts. The client who never got called back. The work you turned down because no one had time. The hours that never made it onto a bill.
You haven’t had a real Sunday since January. You’re answering messages at 11pm. You can’t remember the last time you switched off.
Everything that only works because you’re there is value you can’t sell. A firm that runs on its owner isn’t an asset. It’s a job. When you’re ready to step back — or sell — that’s the bill that comes due.
The usual fixes cost too.
Do nothing
Feels free. It isn’t. Same hours gone, same work missed, every single week. You just don’t feel it all at once.
Hire someone
A salary. Benefits. Months of training. And you’re still reviewing their work until they get it. Hire wrong, and you pay for it twice.
Buy another tool
One more subscription. One more login. One more dashboard nobody opens. And you’re still the one holding it all together.
There’s a fourth option. We build it once. It runs on its own. No salary. No new login. No Sunday gone. For less than the part-timer you almost hired.
Why it’s important to act now.
You know what’s been frustrating you. You’ve heard the hype around AI — and the opportunity is obvious. So you tried the tools. And honestly? None of them were that exciting. None of them did what they promised. That’s not on you. A tool isn’t a fix. Nobody built it around your firm. Nobody connected it to what you already use. Nobody stuck around to make it work.
Here’s what changed. For years, automation that actually worked only made sense if you were the size of a bank. We’d know — we built it for Bank of America, Stellantis, and ConEd. That was 2015. Now it fits a firm your size, at a price that makes sense for one. The difference with us: we don’t sell you a tool. We build it, connect it to what you’ve got, and make it run.
How Do You Fix This?
Click below and share what’s driving you nuts. Just write one sentence in — and you’ll immediately get a real plan out. No discovery decks. No six-week onboarding. Tell us the problem now. Get something valuable in minutes.
Less than you bill in a couple of hours.
One flat fee a month. No per-seat. No per-automation. No surprise line items. For a firm your size, that’s less than you bill in a couple of hours. The difference? It works every hour of every day — not just the ones you’d charge for.
5x–10x ROI, guaranteed.
For every dollar you spend with us, you get five to ten back — in hours saved, returns out the door faster, and the advisory work that finally happens.
- Unlimited automations, built one at a time, in the order of what’s costing you most.
- Every tool and API needed to run them.
- No volume charges. No per-seat fees. Ever.
No lock-in
If it’s not working, you walk. Month to month. 30 days’ notice. No drama. Your first fix is free, before you pay a cent. We don’t make money trapping you in a contract. We make money fixing things you’re glad to keep paying for. And the first thing we build usually pays for the rest.
We’ve been doing this kind of work since 2015.
It’s all about building AI agents and automations that take work off your plate — and doing the work you don’t have time to get round to.
We started in 2015, building these systems for some of the biggest companies in the country: Bank of America, Stellantis, ConEd, and more — all based on what we’d learned in our time with EY, Accenture, Booz & Co. What used to take a firm their size now fits a firm your size, at a price that makes sense for one.
All pointed at one goal: fixing the problems that drive CPA firm owners nuts.
We’ll even build your first fix for free.
So… what’s driving you nuts?
Just start typing. We’ll give you answers. Worst case, you’ve vented to someone who actually cares — and can help.