Accounting & Tax
Your busy season is a systems problem wearing a staffing costume.
Busy season is a systems problem wearing a staffing costume. Document collection, onboarding and engagement letters, built one system at a time from $2,000.
What this looks like today
The same missing file gets chased from the same client for the third time. Onboarding still runs through email chains. Engagement letters sit in someone's inbox while the clock on busy season keeps moving.
Busy season as a systems problem
That is not a people problem, it is a systems problem wearing a staffing costume. Document collection, client requests, and the handoff into delivery are where the hours go. We build your firm's systems in the order below, one at a time, fixed price, written spec.
Where the hours actually go
Requests that fall through, files nobody can find, invoices that wait on memory, delivery that still needs chasing. Map those four pressure points onto the four systems in order, then measure before and after.
Systems
Ordered for this vertical
The order is the recommendation. The walkthrough confirms it against what your firm actually runs.
- Start hereNever Miss a RequestEvery inquiry captured, routed, answered37 use cases
- Find Anything in SecondsDocuments collected, filed, searchable, error-checked28 use cases
- Get Paid FasterInvoices out, reminders sent, cash collected, nobody chasing109 use cases
- Deliver Without ChasingJobs scheduled, assigned, documented, reported46 use cases
Prefer to build it in-house? Your team can build this System with us alongside.
Price and guarantee
$2,000
Starting at
It's a written spec and a fixed price. If the system doesn't do what the spec says, we keep working at no additional charge.
Frequently Asked Questions
- Can AI actually help an accounting firm, or is it hype?
The work that consumes an accounting firm's busy season is document collection, client onboarding and engagement-letter chasing. All three are rule-based and repeat every year, which makes them the most reliable automation candidates in the firm, and the reason STOA starts there rather than with advisory work.
- What should an accounting firm automate first?
Client requests and document collection. STOA sequences accounting firms as Never Miss a Request, then Find Anything in Seconds, then Get Paid Faster, then Deliver Without Chasing. The walkthrough confirms the order against what the firm actually runs.
- Do we have to replace QuickBooks or our practice management system?
No. STOA connects the tools a firm already runs, through an API where one exists and through a browser agent where one does not. Replacing a tool is costed both ways and left to the client to decide.
- How long does it take?
One to eight weeks per system, fixed in writing before work starts. Most first builds land in three to four weeks.
- What does it cost?
From $2,000 for a single workflow. $4,500 for a multi-tool system with exception handling. The price is fixed and the scope is written down before anyone starts.
Operations Walkthrough
Leave with a one-page map
90 minutes, free. Three systems in priority order, with prices.
Free · 90 min · no obligation