Firm on Autopilot™
Fill Your Calendar. Automate Everything. Cut Costs. Scale Fast.
A one-time $2,700 build that transforms your accounting firm into a fully automated growth machine.
Stop Running a Manual Firm in an Automated World.
You’re still chasing leads manually
You’re still onboarding clients over email.
You’re still paying staff to do tasks AI can now do in seconds.
You’re still running on guesswork, not a system.
That ends here.
What You Get Inside
Firm on Autopilot™
1. The Booked-Call Growth Engine™
Your personal client acquisition system, built and launched for your firm.
- Unlimited funnel and ad testing until it works
- Facebook/Instagram ads (copy, design, retargeting, strategy)
- High-performance email marketing (broadcasts + automations)
- Leads pre-qualified before they ever hit your calendar
- Soft guarantee: 20+ qualified booked calls in 40 days — or we work for free until you do
You show up to close. We fill your calendar.
2. AI Automation Audit & Custom Buildout
We audit your full workflow — from prospect to delivery — and identify what can be automated.
Then we build it.
Examples of what gets automated (based on your stack)
- New client intake → intake form → AI reads → triggers tasks + client emails
- Proposal generation → scoped via AI trained on your pricing logic
- FAQ responses → handled by internal AI trained on your tone + SOPs
- Deadline tracking → automated task queues, reminders, and nudges
- Team support → AI Agent trained on your docs gives instant access to SOPs
Everything is private, trained on your firm, and built in your systems. You own it. We don’t host anything.
3. The Growth Engine Field Manual
This is your strategic roadmap for scaling an advisory-first firm with systems, not stress.
Inside you’ll learn:
- How to reposition your offers for high-fee advisory work
- How to price beyond compliance
- How to systemize without hiring
- How to market like a category leader — not a service vendor
Stop Running a Manual Firm in an Automated World.
That ends here.
What It Saves You
(And Why This Pays for Itself Instantly)
77%
of accounting workflows can be automated, including reporting & client comms.
30-50%
Reduction in admin and junior staffing costs through AI adoption.
$150k
Saved per year by automated firms in staffing and rework costs.
72%
time saved on repetitive tasks and up to 60% fewer manual errors
You’re not hiring an agency. You’re replacing manual labor with a permanent digital system.
The $2,700 investment?
It pays for itself in the first few leads, or the first hire you never need to make
What You Get Inside
Firm on Autopilot™
Who This Is For
- CPAs and accountants tired of chasing low-quality leads
- Bookkeepers and CFOs drowning in admin and team hand-holding
- Tax professionals wanting to streamline prep and increase advisory revenue
If you can talk, you can close.
- Your tools, templates, and access — we build on your stack
- Your approvals — we build, you say yes/no
- Your calendar — because this thing books real calls
Who This Is Not For
Firms that don’t know who they want to serve
People who want a “magic tool” without changing how they operate
Teams unwilling to delegate work to systems
5 Firms Per Month. No Exceptions.
This isn’t fake scarcity.
We go deep. Every build is handcrafted, trained, and reviewed.
We cap at 5 per month to protect quality.
INVESTMENT
$2,700
No retainers. No templates. No waiting.
Everything is custom.
Everything is yours.
Let’s see if we’re a fit — and if we are, you’ll never worry about leads again.
Final Word
You can stay stuck managing every part of your firm by hand…
Or you can have:
- A pipeline full of qualified prospects
- Admin work handled without touching a keyboard
- A back office that runs itself
- A lean, fast, scalable firm — without burning out or hiring a huge team
That’s what Firm on Autopilot™ delivers.
One build. One investment. One radical transformation
Client Success Stories
See how we've helped accounting firms transform their client acquisition
John Geantasio
Founder of John Geantasio CPA LLC
Staffan Ohlsan
Founder of LifeShapers
M.S. Eka
Founder of BSE