We build the automated financial & AI infrastructure that lets you stop doing busywork and start scaling — payments, books, payroll, leads, and clients wired into one zero-friction loop.
Every manual step is lost time and lost money. We replace the chaos with a system that runs itself.
Pick one or stack all three. Everything is built on your existing tools — we wire them together, you keep the keys.
We integrate your payments (Stripe, Shopify, Square), accounting (QuickBooks/Xero), payroll (Gusto), and banking (Lili/Relay) into one automated loop. Sales flow to your books, payouts reconcile themselves — audit-ready year-round.
Custom pipelines that automatically capture, tag, and route your leads — high-net-worth prospects surfaced to the top, instant follow-up, nothing falls through.
Enterprise-grade AI receptionists and bilingual client-intake bots that answer, qualify, and book 24/7 — so you capture every opportunity, even while you sleep.
EA-led, done-for-you advisory on a flat monthly retainer — clean books, payroll, filings, and proactive tax strategy. No hourly billing, no surprises.
A bilingual AI assistant that answers, qualifies, and books your calls 24/7 — and chases missing client documents automatically, so nothing falls through even after hours.
If your business is growing faster than your back office, this is for you.
Tax, legal, real estate, agencies — high-ticket work that lives or dies on follow-up.
Stripe / Shopify / Square sellers drowning in reconciliation and manual bookkeeping.
Several businesses, several bank accounts, one overwhelmed founder. We unify it.
Revenue is up, but the back office is still held together with copy-paste.
Most builds go live in one to three weeks.
Free call — we map your stack and find the leaks costing you time and money.
We integrate and automate your loop (1–3 weeks) — you stay in your lane while we wire it.
Your business runs hands-free. We maintain, monitor, and optimize on an ongoing basis.
We're not a generic "AI agency." We're an IRS Enrolled Agent–led team that runs a real tax & financial firm — so the systems we build are compliant, audit-ready, and designed around how money actually moves through a business.
A free call where we map your current tools, find where time and money are leaking, and show you exactly what a zero-friction stack would look like for your business. No obligation — you walk away with a clear plan whether you hire us or not.
No. We build on the tools you already use — Stripe, QuickBooks, Gusto, your bank, your CRM. We wire them together rather than rip them out. You keep every login.
Most builds are live in one to three weeks, depending on how many systems we're connecting and how clean the starting data is. We'll give you a firm timeline on the audit call.
Yes. We build on your own accounts with owner-gated access, and as an IRS Enrolled Agent–led firm we handle sensitive financial data to professional compliance standards every day.
Tech-Stack Automation starts at $2,000, AI CRM & Lead Routing at $1,500, and Custom Voice/AI Agents at $3,000 setup. The exact scope (and price) is set on your free audit call. The audit itself is always free.
Book your free Automation Audit and see what a zero-friction stack does for your margins.