EVERY HOUR ON ADMIN IS AN HOUR YOU CAN'T BILL.
For accountants, consultants, and attorneys, the operational layer of the firm competes directly with billable time. Proposal follow-up. Monthly client reporting. Inconsistent onboarding. These aren't small inefficiencies — they're hours of lost revenue, every week.
Everything we build looks and sounds like it came from your firm. Your clients experience better service. You get the hours back.
YOU ALREADY KNOW WHERE IT HURTS.
PROPOSALS GO OUT. THEN SILENCE.
You send a thoughtful proposal or engagement letter. The prospect gets busy. Two weeks go by. You're not sure if it's worth following up. It is — but nobody does. Most firms we work with lose 30–40% of proposals not to a "no" but to drift. The fix is a consistent, professional follow-up system.
MONTHLY CLIENT REPORTING TAKES HOURS YOU DON'T HAVE
For most accountants and consultants, monthly client reporting is "inconsistent" at best. When it does happen, it's several hours of pulling data, formatting a document, and writing the same narrative you wrote last month. This is exactly the work AI was built for.
NEW CLIENT ONBOARDING IS DIFFERENT EVERY TIME
A new client signs and your best version of onboarding shows up — if you have bandwidth that week. If not, they get a lighter version. Inconsistency in client experience is a retention risk. The first 30 days set the expectation for the entire engagement.
THE KITS THAT FIT YOUR WORK.
Each Kit installs in under 2 weeks.
Monthly care keeps it running.
PROPOSAL FOLLOW-UP KIT
Close more engagements from proposals already in flight.
When a proposal or engagement letter is marked "sent" in your pipeline, the Kit fires: a warm Day+2 check-in and a professional Day+7 follow-up — both sounding like they came from you, not a system. Flags cold proposals for personal outreach. Most firms close 2–4 additional engagements per quarter from prospects who were simply waiting to hear from someone.
CLIENT REPORTING KIT
Monthly reports that go out automatically — every month.
Connects to the tools where your data lives (QuickBooks, Google Sheets, your CRM). Compiles a formatted narrative report with key metrics for each client. Delivers it on the 1st of the month. Every client gets consistent communication. You get 4+ hours per month back. Clients associate it with your professionalism.
CLIENT ONBOARDING KIT
The same excellent first impression for every new client.
Triggered the moment a new engagement is signed: welcome email, intake form routing, first milestone check-in, and an escalation alert if the new client goes silent in week one. Every client gets your best onboarding experience, every time, without it depending on who has bandwidth that week.
MEETINGS → ACTION ITEMS KIT
Every client meeting produces a written record automatically.
After every client call or internal meeting, the Kit generates structured meeting notes, extracts action items with owners, and routes follow-up tasks into your project management system. Clients get a summary within the hour. Nothing falls through the cracks. Partners spend less time on admin, more time on work.
Not sure? Tell us the problem. We'll match you to the right kit.
We were losing deals not because prospects said no, but because nobody followed up after the proposal. Within 60 days of installing the Proposal Follow-Up Kit, we had closed three engagements that would have died in silence. At our billing rate, that's more than 10x the install cost.
PICK A KIT OR DESCRIBE THE PROBLEM.
Choose from the shop, or tell us what's broken. We'll ask a few questions about your tools and workflow — no long intake forms.
WE DESIGN AND INSTALL IT.
We configure the workflow to your tools, team, and data. 5–10 business days from first call to a live running system.
YOU RUN THE BUSINESS.
Recorded handoff. 30 days support. Monthly care keeps everything updated so the Kit you paid for keeps working.
BILLABLE TIME BELONGS IN BILLABLE WORK.
Start with the Proposal Follow-Up Kit. Most firms recover the install cost from one additional engagement in the first 30 days.
Brant or Michael replies within one business day. No forms. No funnel.