Automation for bookkeepers & accounting firms
More clients.
Less month-end madness.
Document chasing. Client setup. Status updates. I automate the work around the books so growing your firm doesn’t mean giving up every evening.
Automate my first task. Free.One real task. $0 build fee. Yours to keep.
Your expertise is worth more than another “just following up” email.
Accounting workflow automation that connects the work around your existing software. I handle the setup and testing. Start with one recurring task, built free.
Start with one. Imagine the rest.
Make month-end feel less like a rescue mission.
Pick an area.
See what you could stop doing by hand.
01 / Document collection
Know what’s missing. Stop checking every folder.
Compare incoming documents with each client’s checklist. Keep a live missing-items list and prepare specific requests, so you’re not writing the same vague reminder all month.
Automated document collection with a clear next step.
Start with a task like this02 / Client onboarding
Say yes to the new client. Skip the setup pileup.
Use the agreed service scope to create folders, task lists, and a tailored document request. Track responses in one place and flag what still needs your attention.
A repeatable start without rebuilding the process.
Start with a task like this03 / Month-end progress
See the hold-ups before they hijack your week.
Bring checklist progress, missing documents, and open questions into one view across clients. Prepare clear status updates with the next action already identified.
Less status chasing. More time doing the work clients value.
Start with a task like this
Hi, I’m Kevin. I’m the one building this.
I’ve spent 20+ years building products and companies. Now I want to put that experience to work on your biggest time sink. Give me a task and let me earn your trust.
The first build is on me.
Make me prove it.
On your actual work.
- 01
Give me the time sink.
Tell me what you keep doing by hand. We pick the first task.
- 02
I build it. You try it.
I do the setup and testing. You get a working automation.
- 03
Decide what happens next.
Hire me for more, or keep what I built and call it a win.
$0 build fee for the agreed first task. Any software or AI usage costs are agreed upfront.
Fair questions.
Yes, the first build
really is free.
Is this replacing QuickBooks, Xero, or my practice software?
No. Accounting workflow automation can connect the tasks around those systems. Tell me what still requires manual work and I’ll check the tools you have before suggesting another subscription.
Will AI change the books or make accounting decisions?
The examples here focus on document collection, onboarding, and progress reporting. You keep control of accounting judgments, classifications, reconciliations, and anything that changes a client’s books.
Do I have to send you private financial records to get started?
No. Describe the task in the form. We can scope it with a redacted example, then agree on appropriate access for the build. The accounts and data stay under your control.
You’ll actually build the first automation for free?
Yes. We agree on one task, I build it, and you keep it. My build fee is $0. Any software or AI usage costs are separate and agreed upfront.
What’s the catch?
I want to earn the next project. Love the result? Hire me for more. Happy stopping there? Keep your automation. No card, subscription to my services, or obligation to continue.
Will I need to learn a bunch of AI tools?
I handle the build and show you how to use it, in your existing tools wherever possible. You own the accounts. Most of the back-and-forth can happen by email.
Your first automation starts here.
What do you never want to do manually again?
One task. Built for you. Free.
A few sentences are enough. I’ll reply personally within two business days.
You keep the automation.
You choose whether we do more.