Q.
What workflows can you automate for my accounting firm?
Common projects include client onboarding, document reminders, status updates, proposal to job handoffs, recurring task creation, billing follow-up, and practice management integrations. If your team repeats the same steps every week, it is usually a good fit for automation.
Q.
Which workflow should a small accounting firm automate first?
Start with the repeated workflow that creates the most interruptions and has the clearest rule set: document follow-up, intake, billing follow-up, or status updates. On the Fit Check, I help pick the smallest workflow worth fixing before anything is built.
Q.
Do I need to switch software to work with you?
Usually no. Most projects are built around the tools your firm already uses. If part of your stack is causing the problem, I'll tell you plainly, but the default approach is to improve what you already have before suggesting a switch.
Q.
Will I need an AI tool or LLM like Claude, ChatGPT, or Gemini?
Sometimes, yes. If the workflow needs to read, draft, summarize, classify, or help your team make a first pass, we choose the right AI model before the build starts. That might be Claude, ChatGPT, Gemini, OpenAI, or a tool already inside your software. The point is not more bloat; it is one controlled workflow your team can review and own.
Q.
What do I own when the project is done?
You own the workflows, logic, forms, portals, documentation, and connected accounts that are set up for the project. There is no retainer required to keep access to what was built.
Q.
Will AI contact my clients on its own?
Not by default. Anything sensitive, including client emails, status updates, and follow-ups, runs through an approval rule you set. You decide what sends automatically and what needs a one-click human check.
Q.
Who watches the system after handoff?
By default, you do. You own the code, credentials, logs, and SOP. If you want someone watching it with you, the optional Monthly Workflow Review covers that. Most firms do not need it for the first six months.
Q.
How long does a typical project take?
Most projects take 1 to 3 weeks. Smaller fixes can be finished in a few days. Larger builds with multiple systems, approvals, or client-facing steps can take longer.
Q.
What size firm is this best for?
This is a strong fit for small firms, usually teams of 2 to 25 people. That is where custom automation can remove real admin work without turning into a long software project.
