FirmOS - AI Automation to Scale Your Accounting Firm

FirmOS AI Automation to Scale Your Accounting Firm

What is FirmOS?

FirmOS provides accounting firms with done-for-you systems to automate various aspects of their business. This AI-powered solution addresses challenges commonly faced by accounting firms, such as outdated processes and overwhelming daily tasks. It focuses on three core pillars: Business Development, Talent, and Operations. By implementing tailored automation and AI-driven solutions, FirmOS allows firm owners to save time and focus on higher-value activities.

The platform helps in making client acquisition predictable and scalable and optimizing internal workflows to ensure efficiency. It also assists with attracting, assessing, and retaining top-tier talent. Real-time insights and Business Intelligence contribute to better, data-backed decision-making, with the overall goal of fostering sustainable, long-term growth for accounting firms.

Features

Client Segmentation Analysis: Identify high-value clients with data-driven precision.
Automated Lead Scraping: Use AI to gather and enrich decision-maker data.
Niche Market Branding: Build a reputation that attracts premium clients.
End-to-End Sales Automations: Engage prospects and close deals faster with minimal manual input.
Proof of Concept System: Automatically collect client success stories.
Role Alignment Framework: Ensure the right people are in the right roles.
Proactive Hiring Roadmap: Plan critical hires ahead of time.
AI Careers Agent: Generate job descriptions and automate postings.
Talent Screening System: Speed up hiring with AI-driven video interviews and assessments.
Process Discovery System: Map out key workflows for clarity and efficiency.
SOP Generator: Quickly generate clear, actionable SOPs.
Master KPI Dashboard: Track over 70 real-time metrics, including financial indicators.

Use Cases

Automating client acquisition processes.
Optimizing internal workflows for increased efficiency.
Attracting, assessing, and retaining top accounting talent.
Streamlining operations and improving decision-making.
Building lasting IP that scales effortlessly.

FAQs

How soon can I expect to see results?

While results depend on your firm’s goals and current setup, you’ll see measurable progress early on. Our approach starts with immediate improvements in workflows and lead generation designed to save you time. For long-term success, we focus on building lasting systems that scale. Not satisfied in 30 days? We’ll refund your retainer—no questions asked.
What makes your approach unique?

Unlike traditional consulting, we don’t just coach—we integrate. Our team, led by experienced CPAs and AI automaton experts, delivers and manages custom operating systems across business development, talent, and operations. With a data-driven, ROI-focused strategy and a proven 5-step cycle, we ensure measurable results and long-term growth for your firm.
How do you ensure high-quality leads?

Lead quality is our priority. We focus on connecting you with financial decision-makers through tailored messaging, precise audience targeting, and continuous campaign optimization. Our automated lead nurturing system ensures prospects stay engaged until they’re ready to move forward, so you consistently connect with high-value clients.
How involved do I need to be in the process?

Minimal involvement, big impact. Beyond attending booked appointments and bi-weekly strategy calls, there’s little else you need to do. FirmOS manages client acquisition, talent systems, and operations—making the process as hands-off as possible.
What kind of support can I expect?

Our goal is to make your day-to-day easier. Whether you need advice, clarification on a feature, or a quick update, our team is always available. You’ll have 24/7 access to the FirmOS portal for support and requests. Plus, our bi-weekly strategy calls keep everything on track, addressing concerns before they become issues. We’re with you every step of the way—you’ll never feel left on your own.