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AI Automation to scale
your accounting firm

Turn repetitive tasks into seamless processes that fuel growth.

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FirmOS business development dashboard: Key sales metrics, time savings ROI, pipeline stage funnel, and automation-driven client acquisition insights.

Powered by the industries top tools

SmartLead – AI-powered lead generation and outreach automation platform connected with FirmOS to enhance client acquisition and sales efficiency.HeyReach – Sales outreach automation platform integrated with FirmOS to streamline lead generation and client acquisition for accounting firms.Miro – Visual collaboration and process documentation tool integrated with FirmOS for workflow mapping and operational efficiency in accounting firms.Clay – Customer data enrichment platform integrated with FirmOS to enhance lead intelligence and automate client acquisition for accounting firms.GitHub – Version control and documentation hub integrated with FirmOS for managing operations and workflow automation.Make – No-code automation platform used with FirmOS to build and streamline marketing workflows.Zapier – Workflow automation tool connected with FirmOS to automate operational tasks and integrations.Claude by Anthropic – AI-powered content generation assistant integrated with FirmOS to enhance automated business communications.ChatGPT by OpenAI– AI-driven marketing copy assistant used with FirmOS for automated content creation and business messaging.Gemini – AI-powered assistant integrated with FirmOS for process implementation, automation, and business insights.WordPress – Website and content management system integrated with FirmOS for seamless site automation and digital presence optimization.
SmartLead – AI-powered lead generation and outreach automation platform connected with FirmOS to enhance client acquisition and sales efficiency.HeyReach – Sales outreach automation platform integrated with FirmOS to streamline lead generation and client acquisition for accounting firms.Miro – Visual collaboration and process documentation tool integrated with FirmOS for workflow mapping and operational efficiency in accounting firms.Clay – Customer data enrichment platform integrated with FirmOS to enhance lead intelligence and automate client acquisition for accounting firms.GitHub – Version control and documentation hub integrated with FirmOS for managing operations and workflow automation.Make – No-code automation platform used with FirmOS to build and streamline marketing workflows.Zapier – Workflow automation tool connected with FirmOS to automate operational tasks and integrations.Claude by Anthropic – AI-powered content generation assistant integrated with FirmOS to enhance automated business communications.ChatGPT by OpenAI– AI-driven marketing copy assistant used with FirmOS for automated content creation and business messaging.Gemini – AI-powered assistant integrated with FirmOS for process implementation, automation, and business insights.WordPress – Website and content management system integrated with FirmOS for seamless site automation and digital presence optimization.

An AI-powered accounting software solution

From automating client acquisition to optimizing internal workflows, FirmOS shows you how to use AI in accounting to handle the tasks that slow you down. With the right systems in place, you’ll save time and focus on strategy without the extra work.

Built on 3 Core Pillars

Business development dashboard: sales performance, lead tracking, and growth analytics for firm optimization.
Business Development
Talent management dashboard: tracking recruitment, team performance, and skill development in accounting firms.
Talent
Operations automation dashboard showcase financial goal tracking, performance analytics, and workflow optimization.
Operations

Simple 5-step cycle for lasting success

  • Data collection process for synthesizing key data from practice management tools, tax platforms, and CRMs to optimize firm operations.
    Data Collection
  • Roadmap visualization identifying operational roadblocks and inefficiencies through data-driven analysis for improved workflow efficiency.
    Identify Roadblocks
  • Goal-setting and custom roadmap visualization for 90-day objectives, sprint-based planning, and business growth optimization.
    Goal Settng & Custom Roadmap
  • AI-driven system implementation and management dashboard for tracking lead sources, optimizing workflows, and measuring business performance.
    System Implementation & Management
  • Ongoing optimization framework with continuous KPI tracking, process refinement, and sprint-based business improvements.
    Ongoing Optimization

FirmOS

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Data Collection

Data collection process for synthesizing key data from practice management tools, tax platforms, and CRMs to optimize firm operations.

We gather and synthesize key data points from your existing systems—practice management tools, tax platforms, CRMs, and more—to build a clear picture of your firm’s operations.

Simple 5-step cycle for lasting success

Step 1Data collection process for synthesizing key data from practice management tools, tax platforms, and CRMs to optimize firm operations.
Data Collection
We gather and synthesize key data points from your existing systems—practice management tools, tax platforms, CRMs, and more—to build a clear picture of your firm’s operations.
Step 2Roadmap visualization identifying operational roadblocks and inefficiencies through data-driven analysis for improved workflow efficiency.
Identify Roadblocks
Through data-driven analysis, we uncover the underlying issues—not just surface-level symptoms—helping you break through bottlenecks and improve overall efficiency.
Step 3Goal-setting and custom roadmap visualization for 90-day objectives, sprint-based planning, and business growth optimization.
Goal Setting & Custom
Roadmap
Set 90-day objectives and key results with a tailored roadmap. Our sprint-based approach ensures bi-weekly progress toward your long-term goals by tackling high-priority tasks in every cycle.
Step 4AI-driven system implementation and management dashboard for tracking lead sources, optimizing workflows, and measuring business performance.
System Implementation & Management
In each sprint, our team implements AI-driven solutions while keeping you updated through bi-weekly strategy sessions. This iterative process allows us to adapt quickly and stay focused on measurable outcomes.
Step 5Ongoing optimization framework with continuous KPI tracking, process refinement, and sprint-based business improvements.
Ongoing Optimization
At the end of every sprint, we review completed work, refine processes, and set the next sprint’s priorities. Continuous monitoring of your KPIs ensures we stay proactive, delivering sustained improvements over time.

Done-for-You Systems. More Freedom, Less Stress

Not just another coach. Not just another community.

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You do not rise to the level of your goals, you fail to the level of your systems” - James Clear, Author of Best-Selling Atomic Habits
Time management and automation solutions to eliminate repetitive tasks and enhance business efficiency.

Reclaim your time

Stop spending hours on repetitive tasks. Lead your firm with clarity and focus on what truly matters.

Smart system integration with tools like HeyReach, Miro, GitHub, and WordPress for streamlined business operations.

Run your firm, don’t let it run you

Smart systems do the heavy lifting, so you can step back or pursue new opportunities without worrying about day-to-day operations.

Team management dashboard optimizing workflows, reducing manual tasks, and improving employee productivity.

Grow with a skilled, happier team

Grow faster by using efficient processes that reduce manual workload and keep your team focused on what matters.

Workflow automation and integration tools designed to reduce manual workload and enhance work-life balance.

Enjoy more balance, less burnout

Rediscover time for yourself with practical solutions that let you prioritize life beyond the demands of your firm.

Business sustainability framework for securing intellectual property, strengthening brand goodwill, and ensuring long-term success.

Future-proof your business

By securing your intellectual property and strengthening your brand goodwill, you’re setting your firm up for sustained success or an eventual exit.

ROI Calculator

Calculate potential returns and savings with our interactive calculators

Book a call today


Frequently Asked Questions

  • How soon can I expect to see results?

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  • What makes your approach unique?

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  • How do you ensure high-quality leads?

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  • I’ve tried other agencies before. How is FirmOS different?

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  • How involved do I need to be in the process?

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  • How do I know this will work for my firm?

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  • What kind of support can I expect?

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Save time today.

Scale for the future.

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