Your accounting firm is buried in paper. AI can fix that.
We help accounting firms in Wilkes-Barre, Scranton, and across Northeast Pennsylvania automate the work that eats your day... so you can focus on the work that actually requires a CPA.
Sound familiar?
Tax season means 70-hour weeks because every client sends documents in a different format... email, mail, text, drop-off. Your team spends more time organizing than analyzing.
Client intake still runs on paper forms and phone tag. New clients wait days for a callback. Some never call back at all.
Billing is manual. You're reconstructing time entries from memory at the end of the month. Hours slip through the cracks and revenue walks out the door.
Your team answers the same questions over and over. "When will my return be ready?" "Did you get my W-2?" "What do I owe?" Every answer pulls someone off real work.
Services that solve these problems.
Workflow Automation
Workflow automation connects your systems so data flows between them without anyone touching it. When an invoice comes in, it gets logged. When a job status changes, the dashboard updates. When a report is due, it builds itself.
Learn moreDocument Digitization
Intake forms, client paperwork, data entry from documents, chasing people for missing information... it's repetitive, it's boring, and it's eating up time your skilled people should spend on actual work.
Learn moreCRM & Sales Pipeline Setup
Email threads, sticky notes, spreadsheets... when that person goes on vacation, nobody knows where things stand. Follow-ups get missed. Opportunities fall through the cracks.
Learn moreCustom Software Development
From scratch. Tailored to how your business actually runs. Not a template. Not a workaround. The real thing.
Learn moreFrequently asked questions
How can AI help my accounting firm during tax season?+
AI can sort and classify incoming documents automatically, extract data from W-2s and 1099s, flag missing information before you start a return, and send automated status updates to clients. One firm we worked with cut document processing time by 40% in their first season.
Will AI replace my accounting staff?+
No. AI handles the repetitive tasks your staff shouldn't be doing anyway... sorting documents, chasing down missing info, answering status questions. Your people get to do the skilled work they were trained for. Most firms we work with don't cut staff. They take on more clients with the same team.
How much does it cost to automate an accounting firm?+
It depends on what you're automating. A basic intake and document sorting system can be set up in a few weeks. We price by scope, not hours, and the first conversation is always free. 30 minutes, no pitch.
Do you work with accounting firms in Wilkes-Barre and Scranton?+
Yes. We're based in Wilkes-Barre and serve accounting firms across Northeast Pennsylvania including Scranton, Hazleton, Pittston, and the surrounding areas. We work on-site and remotely depending on what makes sense for the project.
What accounting software do you integrate with?+
We work with whatever you're already using... QuickBooks, Xero, Drake, Lacerte, ProConnect, and others. The goal is to build around your existing tools, not replace them.
Let's talk about your firm.
30 minutes. No pitch. We'll ask how your firm runs, where time is getting lost, and whether automation makes sense for you.