Automate client intake, onboarding, proposal drafting, and support inbox triage so your firm can scale without adding junior staff.
Accounting and bookkeeping firms hit a wall around 80-150 clients per owner. Before that, spreadsheets and email work. After that, every new engagement adds an hour of back-and-forth, every W-9 and engagement letter is another chase, and the tax-season support inbox becomes a 500-message backlog that someone has to triage at 11pm. Hiring your way out is slow and expensive. This 62-page playbook walks you through six AI workflows built specifically for CPA firms, bookkeeping practices, and fractional CFO shops serving 20-500 clients. You'll set up a lead intake router that qualifies prospects before a discovery call, AI-powered meeting notes that push action items into your practice management system automatically, proposal and engagement letter drafting that cuts turnaround from days to under an hour, a knowledge assistant trained on your firm's SOPs so junior staff stop interrupting seniors, a support inbox triage system for tax season, and a client onboarding workflow that collects every document without a manual reminder email. Every workflow includes accountant-specific prompts, integrations for the tools firms already use (Karbon, Canopy, TaxDome, Ignition, QuickBooks Online), and pricing read from each vendor's own page with the URL printed so you can re-check it. It also covers the parts a firm cannot skip: a compliance chapter mapping the FTC Safeguards Rule's nine required elements to AI adoption, with IRS Publication 5708 and IRC section 7216 cited to their primary sources; a copy-paste one-page firm AI use policy; a twelve-question AI vendor due-diligence questionnaire; a break-even worksheet with a worked example; a busy-season runbook with a reviewer checklist; and a troubleshooting chapter for when an AI-drafted letter carries last year's fee forward.
Every one of these is free and email-gated, same as this one.
How to choose an AI-assisted accounts payable, spend, and close stack: category map, pricing decoder, scorecard, six-document torture test, fraud controls, and a six-week migration plan.
PDFDecode per-resolution pricing, audit your knowledge base, and run a real 200-question bake-off before you sign an AI customer support contract.
PDFA vendor-selection workbook for AI phone agents: pricing decoder, 40-point scorecard, demo-call script, 14 adversarial test calls, contract checklist, and a 30-day pilot plan.
PDF