Grow Your small Business w/
our Automation and be first in line
to Beta-Test Our Ai Referral Partner System
Done-for-you marketing funnels + automations today.
Exclusive early access to our AI referral-booking platform tomorrow.
$2,140+
Every month saved on admin & marketing tasks per small business
30%
Ai-driven analytics can reduce operational workload—boosting productivity & monthly revenue by 30%
300%
300% ROI in first small businesses that took Ai automation seriously
72
72 Hours saved in single setup for messaging, content & ads management
Are you tired of dividing your time; and always having to choose between finding clients vs helping those you already have?
—Business Owners lose hours every week chasing clients and referral partners manually.
—Following up, scheduling, onboarding — it’s all repetitive admin work.
—Meanwhile, your competitors look bigger, faster, and more automated.
Why it Works
Automated Intake & Scheduling
No more back-and-forth emails trying to book appointments. Our system captures leads, qualifies prospects, and automatically books them into your calendar—even outside business hours.
Referral Capture & Nurture
Transform your best clients into referral partners with automated systems that request, track, and nurture referral relationships—building your network while you focus on serving clients.
Reporting Dashboards
Get clear visibility into your marketing performance with real-time dashboards showing lead sources, conversion rates, and ROI—so you always know what's working.
Client Follow-up + Reactivation
Stay top-of-mind with systematic follow-up sequences that nurture prospects and re-engage past clients. Automated reminders ensure no opportunity falls through the cracks.
What Should We
Automate For You?
Referral Capture & Nurture:
Smart timing ensures referral requests happen when client satisfaction is highest, dramatically improving your success rate.
Client Follow-up + Reactivation:
The system intelligently spaces touchpoints to maintain relationships without overwhelming clients or appearing pushy.
Client Intake & Scheduling:
Prospects get instant responses and confirmation, making your firm look professional and responsive 24/7.
Reporting Dashboards:
Data-driven insights help you double down on successful strategies and eliminate wasteful spending across all your marketing channels.
Take your business
to the next level
How It Works: Your Path to Ai-Augmented Growth
Don't Start Over! Move Forward
We integrate within existing business systems
Bring Ai-Augmentation to what you need most
Departmental Automation improves your ROI
Ai is already running the rest of the world
All it needs now... is You!
Our research shows real-world Automation and Augmentation helps small businesses realize tangible benefits for their operations and customer relationships.
Why Small Businesses Can't Wait on AI:
—Salesforce, 2024
Only 23% of small businesses are using AI today—but those who do see up to 2x faster revenue growth.
—McKinsey, 2023
AI-driven marketing increases ROI by 40% on average.
—AMA, 2024
Medical practices using AI reduce admin workload by 30%—freeing up time for patient care.
—HubSpot, 2023
Companies that implement AI in social media and ads see 67% more leads within 90 days.
Don't let your competitors leave you behind.
Start building your Ai advantage today.
The Growth of Ai in Small Business
Statistics show leading small businesses and entrepreneurs are using Ai to improve operations and streamline business processes.
Business Growth (2024 Small Business Outlook)
Over 67% of successful small businesses now use Ai to automate customer acquisition and workflow efficiency.
Marketing ROI (2024 Digital Marketing Report)
Ai is transforming how small businesses reach customers and convert leads into loyal clients.
Market Expansion (Global Small Business Insights 2024)
The Ai small business market grew by $8.3B globally in 2024, bringing significant ROI to business owners who adopted it first.
PRICING
Simple, Modular Pricing—Only Pay for What You Need
Automation Jumpstart: 297 + 97/month
Perfect for solo practitioners and small firms ready to eliminate manual scheduling and basic follow-up tasks.
✔ CRM setup for your firm
✔ Intake form + auto-confirmations
✔ Calendar integration
✔ Review request automation
Or
CPA Growth Engine (Recommended) — 1,997 Setup + 497/mo
Complete automation suite for growing practices that want to scale without adding admin overhead.
✔ Everything in Jumpstart, plus:
✔ Lead nurture email + SMS drips
✔ Past-client reactivation campaigns
✔ Event/seminar funnels
✔ Reporting dashboard
✔ Ongoing optimization & support
Priority Beta Access to our NEW Ai app
Included free with any package
Ready to Automate and Innovate?
Stop chasing leads manually.
Automate your growth,
and secure your spot
in our Ai Beta today.
Join the 23% of forward-thinking businesses and advisory firms already using AI to outpace their competition. Your automated growth engine can be live in just 3 days.
What to do Next: Foundations
Let's build your company's Ai foundation—so you can scale, automate, and outpace your competitors.
Looking Ahead: Total Business Automation
Once your Ai-powered growth engine is live, we can help automate the rest of your business—client intake, operations, support, and beyond.
Ask about our full-company Ai transformation services.
Frequently Asked Questions
Question 1: How long does setup take?
Three days, from your initial call to launch.
Question 2: Do I need to change my current systems?
No, we integrate with what you already use.
Question 3: What industries do you serve?
We put the Tech in FinTech, by specializing in smaller-size businesses matching our target market—including CPAs, Financial Advisors, Bookkeepers, and more.
Question 4: What if I want to automate more of my company?
Our advanced backend automation and Ai-augmentation services are available as your business grows.
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