FirmOS business development dashboard: Key sales metrics, time savings ROI, pipeline stage funnel, and automation-driven client acquisition insights.

Powered by the industries top tools

An AI-powered accounting software solution

From automating client acquisition to optimizing internal workflows, FirmOS shows you how to use AI in accounting to handle the tasks that slow you down. With the right systems in place, you’ll save time and focus on strategy without the extra work.

Built on 3 Core Pillars

Business Development

Talent

Operations

Simple 5-step cycle for lasting success

Data Collection
Identify Roadblocks
Goal Settng & Custom Roadmap
System Implementation & Management
Ongoing Optimization

FirmOS

Data Collection

We gather and synthesize key data points from your existing systems—practice management tools, tax platforms, CRMs, and more—to build a clear picture of your firm’s operations.

Simple 5-step cycle for lasting success

Step 1

Data Collection

We gather and synthesize key data points from your existing systems—practice management tools, tax platforms, CRMs, and more—to build a clear picture of your firm’s operations.

Step 2

Roadmap visualization identifying operational roadblocks and inefficiencies through data-driven analysis for improved workflow efficiency.

Identify Roadblocks

Through data-driven analysis, we uncover the underlying issues—not just surface-level symptoms—helping you break through bottlenecks and improve overall efficiency.

Step 3

Goal-setting and custom roadmap visualization for 90-day objectives, sprint-based planning, and business growth optimization.

Goal Setting & Custom
Roadmap

Set 90-day objectives and key results with a tailored roadmap. Our sprint-based approach ensures bi-weekly progress toward your long-term goals by tackling high-priority tasks in every cycle.

Step 4

AI-driven system implementation and management dashboard for tracking lead sources, optimizing workflows, and measuring business performance.

System Implementation & Management

In each sprint, our team implements AI-driven solutions while keeping you updated through bi-weekly strategy sessions. This iterative process allows us to adapt quickly and stay focused on measurable outcomes.

Step 5

Ongoing Optimization

At the end of every sprint, we review completed work, refine processes, and set the next sprint’s priorities. Continuous monitoring of your KPIs ensures we stay proactive, delivering sustained improvements over time.

Done-for-You Systems. More Freedom, Less Stress

Not just another coach. Not just another community.

You do not rise to the level of your goals, you fail to the level of your systems” - James Clear, Author of Best-Selling Atomic Habits

Time management and automation solutions to eliminate repetitive tasks and enhance business efficiency.

Reclaim your time

Stop spending hours on repetitive tasks. Lead your firm with clarity and focus on what truly matters.

Smart system integration with tools like HeyReach, Miro, GitHub, and WordPress for streamlined business operations.

Run your firm, don’t let it run you

Smart systems do the heavy lifting, so you can step back or pursue new opportunities without worrying about day-to-day operations.

Team management dashboard optimizing workflows, reducing manual tasks, and improving employee productivity.

Grow with a skilled, happier team

Grow faster by using efficient processes that reduce manual workload and keep your team focused on what matters.

Workflow automation and integration tools designed to reduce manual workload and enhance work-life balance.

Enjoy more balance, less burnout

Rediscover time for yourself with practical solutions that let you prioritize life beyond the demands of your firm.

Future-proof your business

By securing your intellectual property and strengthening your brand goodwill, you’re setting your firm up for sustained success or an eventual exit.

ROI Calculator

Calculate potential returns and savings with our interactive calculators

Trusted experience from global leaders

Real Owners. Real Results.

Stewart Robinson

Biotech CPA

FirmOS’s hands-on approach streamlined lead generation, automated outreach, and optimized content strategy. With AI at the core, Biotech CPA gained the ability to: Focus on $50K–$200K lifetime value clients without manual prospecting. Scale marketing efforts while maintaining high-touch engagement. Achieve sustainable growth through targeted outreach and content creation.

Lifetime Value Clients

Efficiency improvements and streamlined operations through automation and data-driven decision-making.

Expert recruitment support, optimizing hiring processes through data-driven insights and automation.

Scale Marketing Efforts

Sustainable Growth

Aaron Ready, CPA

The Non-Profit CFO

The Non-Profit CFO struggled with overwhelming administrative tasks, inefficient workflows, and challenges in finding qualified talent, leaving little time for growth or marketing. FirmOS streamlined operations, implemented modern technology, and provided expert recruitment support, freeing up time to focus on strategic priorities. This partnership reduced stress, improved efficiency, and positioned the firm for sustainable growth.

Streamlined Operations

Expert Recruitment Support

Sustainable Growth

Abir Seyed, CPA

Upcounting

UpCounting partnered with FirmOS to overcome challenges in social media management and brand building, benefiting from FirmOS's unique blend of accounting expertise and marketing knowledge. By creating on-brand, client-focused content and managing social media profiles, FirmOS allowed UpCounting to build trust, enhance engagement, and free up time to focus on core business tasks. This partnership significantly improved their marketing efforts, making FirmOS a trusted resource for accounting firms.

Client-focused Content

Enhanced Engagement

User engagement analytics displaying a 4.7/5 interaction score, tracking session duration, conversion rates, and engagement metrics.

Trusted Resource for Accounting Firms

Scott Amano, CPA

Amano FAS

Scott Amano, founder of Amano Financial Advisory Services, partnered with FirmOS to enhance his website's performance and user experience. FirmOS provided ongoing monitoring, analysis, and proactive optimization, resulting in increased website traffic, improved user retention, and positive client feedback. Their industry expertise and tailored approach addressed Scott's unique challenges, making FirmOS a trusted and effective marketing partner for accounting and financial professionals.

Increased Website Traffic

12-day user retention rate analysis demonstrating improved engagement, client retention strategies, and long-term customer value.

Improved User Retention

Positive Client Feedback

Imran Jiwa, CPA

LiftCPA

LiftCPA partnered with FirmOS to address limited online visibility and lack of social media presence. Through targeted SEO strategies and personalized support, FirmOS significantly improved search rankings and lead generation, delivering a strong return on investment within just four months. Their expertise and collaborative approach made it easy to position LiftCPA for long-term success in attracting qualified leads.

Targeted SEO Strategies

Improved Search Rankings

Strong Return on Investment

Dominic Wong

Invoke Digital

Dominic, Managing Director of Invoke Digital, partnered with FirmOS to optimize processes and drive lead generation for his tech business. Through automation and a tailored strategy, FirmOS streamlined operations and enhanced sales efforts, resulting in significant growth, including $30K in additional MRR. Their responsive and collaborative team earned Dominic's trust, making FirmOS a valuable partner for tech-focused businesses.

Streamlined Operations

Monthly Recurring Revenue (MRR) growth, showing a $30K increase through automation and optimization.

$30K Additional MRR

Rated 4.5/5 as a valuable partner for tech businesses, enhancing operations through automation, workflow optimization, and AI-driven insights.

Valuable Partner for Tech-focused Business

Mathew Cohen

Incommon Projects

FirmOS collaborated with Incommon Project to deliver a high-quality website with impressive speed and efficiency. Rodney and Martin's proactive approach, responsiveness, and ongoing support ensured a seamless experience, addressing challenges and implementing improvements even post-launch. The result was a flawless website at competitive pricing, making FirmOS a highly recommended partner for professional website design.

High-quality Website

91% task completion rate, showcasing seamless workflow automation and process optimization for enhanced efficiency.

Seamless Experience

Highly Recommended Partner

Book a call today

Frequently Asked Questions

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.
I’ve tried other agencies before. How is FirmOS different?
We’re not an agency or just another tool—FirmOS is an integrated platform built by CPAs who understand the daily realities of running a firm. Our system delivers real-time insights and automation designed to lighten your load and improve efficiency. While agencies focus on campaigns, we create lasting solutions that help your firm thrive.
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.
How do I know this will work for my firm?
FirmOS was built specifically for accounting firms facing outdated processes and daily overwhelm. Our track record shows measurable success—helping firm owners save hours each week and focus on higher-value work. With tailored automation and done-for-you systems, we simplify operations, letting you do what you do best while we handle the rest.
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.

Save time today.

Scale for the future.

Book a call Run the numbersRun the numbers

AI Automation to scaleyour accounting firm

Turn repetitive tasks into seamless processes that fuel growth.

Powered by the industries top tools

An AI-powered accounting software solution

Built on 3 Core Pillars

Simple 5-step cycle for lasting success

Simple 5-step cycle for lasting success

Done-for-You Systems. More Freedom, Less Stress

Reclaim your time

Run your firm, don’t let it run you

Grow with a skilled, happier team

Enjoy more balance, less burnout

Future-proof your business

ROI Calculator

Trusted experience from global leaders

Real Owners. Real Results.

Stewart Robinson

Biotech CPA

Aaron Ready, CPA

The Non-Profit CFO

Abir Seyed, CPA

Upcounting

Scott Amano, CPA

Amano FAS

Imran Jiwa, CPA

LiftCPA

Dominic Wong

Invoke Digital

Mathew Cohen

Incommon Projects

Book a call today

Frequently Asked Questions

How soon can I expect to see results?

What makes your approach unique?

How do you ensure high-quality leads?

I’ve tried other agencies before. How is FirmOS different?

How involved do I need to be in the process?

How do I know this will work for my firm?

What kind of support can I expect?

Save time today.

Scale for the future.

Quick Links

Quick Links

AI Automation to scale
your accounting firm