Small CPA Firmv2.0.0

Manage all client deadlines, document tracking, and staff capacity from a single dashboard. Automate chase sequences at 7/14/21/28 days and generate extension reminders when documents are missing.

Create tailored onboarding checklists and welcome packets for each engagement type (individual, S-Corp, trust, etc.) . Schedule automated document requests and escalation reminders to ensure a smooth start.

Track annual meeting minutes, registered agent renewals, state filings, and BOI reports for each client entity. Receive annual health check reports with action items and restructuring recommendations.

Streamline monthly bookkeeping closes, quarterly estimate calculations, payroll tax deposits, and year-end planning. Automate checklists and reminders for each recurring engagement type.

Monitor work-in-progress, accounts receivable aging, and client profitability. Flag when staff utilization exceeds 85% to help manage capacity and project timelines.

Charge a monthly or annual subscription fee for the AI assistant tools. Additional premium tiers (e.g., KKOS-Aligned Entity Planning) generate upsell revenue.

Invoice per client engagement (tax return, bookkeeping close, entity compliance review) with rates varying by complexity. Use automation to scale volume without adding headcount.

Offer bundled packages like 'Entity Health Check' or 'Tax Season Prep' at a premium price. Leverage AI insights to deliver proactive recommendations and increase client lifetime value.