For Accounting Firms

Automation that fits how you work.

Custom workflows built around your firm. No templates. No monthly fees to me. Systems you own forever. Servicios en español disponibles.

Not ready to talk? Download the free automation checklist →

Antonio speaking at accounting conference

Powered by the latest AI tools - Claude, ChatGPT, OpenClaw agents. I've automated workflows across 50+ platforms. If it has an API, I can connect it. If it doesn't, there's usually a workaround.

20+ years building systems at enterprise scale

Booz Allen Hamilton Zebra Technologies Norwegian Cruise Line Crispin Porter + Bogusky

You're paying for software you barely use — and still doing the work manually.

Too many tools, not enough time

Practice management, document collection, client communication, billing — none of them talk to each other without manual effort.

Chasing documents on repeat

"Where's your 1099?" for the third time this week. You shouldn't have to babysit clients for the same documents every year.

Inbox overload

"Where's my return?" emails, status updates, follow-up chains — communication eats hours that should go to actual work.

Onboarding takes forever

New client = manual data entry, portal setup, engagement letter, task creation. The same steps, every single time.

Automation that doesn't fit

Off-the-shelf solutions assume every firm works the same way. Yours doesn't. So you end up bending your process to fit their templates.

Agencies that don't get it

Developers charge $20K+ and still don't understand why client onboarding matters or what happens during tax season.

📋 Free Resource

The Accounting Firm Automation Checklist

20 workflows you can automate — check the ones you still do manually. See exactly where your firm is losing hours every week.

  • ✓ Interactive checklist with time estimates
  • ✓ Auto-calculates your hours lost per year
  • ✓ Prioritized by impact
Get the Free Checklist →
Automation Checklist
Document follow-up reminders
Status update emails
Invoice generation
Weekly reporting
Score: 14/20

What this looks like in practice.

🎫

Event Payment Portal

Custom web app for an accounting conference. Attendees log in, view deposit balances, register guests, and pay remaining balances via Stripe. Admin dashboard tracks everything — zero manual data entry.

Stripe Custom Portal Admin Dashboard
📞

AI Call Routing + CRM

Built an AI-powered phone system that qualifies inbound leads, routes hot prospects directly to the partner, and auto-creates CRM contacts with nurture sequences for everyone else.

Voice AI HubSpot Lead Qualification
📋

Proposal-to-Job Automation

When a proposal gets signed, the system auto-creates the job in practice management, assigns it to the right pipeline (tax vs bookkeeping), and notifies the team. No copy-paste.

TaxDome Workflow Automation Pipeline Routing
🏭

B2B Customer Portal

Self-service portal for a distribution company's customers to check order status, view invoices, and track shipments — connected to their legacy ERP system via API.

ERP Integration Email Automation Customer Portal

Three steps. No surprises.

1

Workflow Audit

30 minutes, free. We find where time disappears and what can be automated.

2

I Build

Using your existing tools. Usually 1-3 weeks. You review as we go.

3

You Own It

Workflows go live. You own everything. I train your team if needed.

What people ask before they book.

How is this different from hiring a developer or agency?

Agencies charge $10-50K for projects and don't understand accounting workflows. I use AI to build faster, which means lower costs and faster delivery. Plus I actually know how accounting firms operate — the pain points, the tools, the seasonal crunch.

What if my tools don't integrate well?

If it has an API, I can connect it. If it doesn't, there's usually a workaround — browser automation, email parsing, or custom middleware. I've worked with firms using everything from legacy desktop software to modern cloud platforms.

Do I pay monthly fees after you build it?

Not to me. You own everything I build. The only ongoing costs are whatever platforms you're already using. No retainers, no lock-in.

How long does a typical project take?

Most projects take 1-3 weeks depending on complexity. Simple automations (client onboarding, document collection) can be done in days. Larger systems (custom portals, multi-step workflows) take a few weeks.

What firm owners say.

"Antonio quickly assessed my challenges and provided clear, strategic solutions. My business is now more visible, more automated, and ultimately more profitable."
CG
Carlos M Garcia Entrepreneur & Conference Organizer
"Antonio definitely knows his stuff. He was easy to work with and his approach to getting results is unmatched. He delivers on what he promises."
ND
Nexcy De La Rosa, Esq. Family Law Attorney
Antonio Urbina Jr

I'm Antonio.

I build automation for accounting firms. Not courses. Not templates. Not monthly retainers that drain your budget.

I use AI to build faster and research deeper — so I move like an agency without the overhead or the $15K invoices. You get faster turnaround and one person who actually knows your setup.

You own what I build. No lock-in. No recurring fees to me.

More about me →

Ready to own your automation?

30 minutes. No pitch. Just clarity on what's possible.

Book a Free Workflow Audit →

Not ready to talk? Download the free checklist or read the FAQ