We start with a free automation review. You show us your current workflows (screenshare, email, or spreadsheet), and we identify where automation could save time or reduce errors. You’ll get a scoped quote and estimated ROI — no obligation.

Most automation builds go live in 2–8 weeks. We focus on fast wins first, not theoretical fixes or long discovery processes.

We utilize a combination of tools like Excel, AI algorithms, and cloud-based solutions tailored to fit the specific needs of your operations for maximum efficiency.

You’ll work directly with a CPA who scopes and leads the engagement. When needed, we bring in automation and AI specialists to support development — especially for more technical builds. We walk through logic, edge cases, and rollback plans with you along the way.

Most clients don’t need much. Whether it’s a spreadsheet, folder automation, email trigger, or AI assist — we build everything to fit how your team already works. If needed, we’ll walk them through it in plain English and leave behind a simple usage guide.

Absolutely! We offer various support plans that ensure your automations continue to function efficiently and evolve with your business needs.

Yes, our automation solutions are designed to work in harmony with existing software tools, enhancing overall efficiency and data integration.

Clients typically see significant cost savings within the first year, as well as improved efficiency leading to enhanced profitability.