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For owner-led accounting, CPA and bookkeeping firms · 5–200 staffProspect inquiries answered fast instead of waiting for a CPA call-back. Missing documents and signatures chased automatically. Engagement letters and proposals followed up. Repeat "did you get my..." questions answered. Built inside your own portal and tools.
Not sure the leak is in your calls? Start with a free Website & ChatGPT Visibility Audit.
Where leads leak
By the numbers · industry data, not our results
23%
of 2,241 US companies audited never responded to a web inquiry at all.
Industry data: Harvard Business Review, 2011
Prospects call to ask whether you're taking new clients. Existing clients email to ask whether you got their W-2. Your team spends hours chasing missing documents through the portal.
Meanwhile, the "request a call-back" form waits for a CPA who's free, and that might be next week.
The prospect who waited signs with the firm that answered. The client who had to ask twice remembers that too.
A call-back model means new inquiries wait for a CPA to be free, often for days in season.
Missing documents, organizers and signatures chased one email at a time.
Sent once, then forgotten until someone notices they never came back.
"Did you get my documents?" and "When will my return be done?" take hours a week.
Rough estimate
By the numbers · industry data, not our results
~7×
as likely to qualify a web lead when the firm tried to contact it within an hour, compared with trying even an hour later.
Industry data: Harvard Business Review, 2011
Put in your own numbers to see your own rough estimate. Nothing is filled in for you, and nothing here is data about your business or your industry.
Your estimate, based on the numbers you enter. Not a quote or a promise. It's the value of work that may be slipping away, not a price for our services. The free AI audit replaces it with your real numbers.
The Free AI Audit
This is the form, inbox and proposal version of the audit: how fast new inquiries get a first reply, what happens out of hours, and how quotes and proposals are followed up. It uses your numbers, not industry guesses.
30 minutes, free, booked below. Tell Nicolas how new inquiries, follow-up and proposals work today. If it's not a fit, he'll tell you on the call.
He works from your numbers and, only if you agree, one or two test inquiries at times you choose. We never test your business without telling you first.
Nicolas gives you a date for it on the call. It covers where your leads leak, a rough monthly cost (clearly labeled as an estimate), and the 1–3 fixes we'd make first, ranked by payback. It's yours to keep, whether or not we ever work together.
What we don't do: call your business pretending to be a customer without telling you, share your numbers, or use them for anything else.
After the audit
By the numbers · industry data, not our results
100×
lower odds of reaching a web lead by phone when it was called at 30 minutes instead of within 5 minutes.
Industry data: Lead Response Management Study (MIT / InsideSales.com), 2007
If the audit finds something worth fixing, you get a fixed-price plan in writing. There's no public price list, because every business runs different tools and has different leaks. You'll know the cost before any work starts.
Answers calls during the season crush, tells prospects whether you're taking new clients (you set the answer), collects the basics and books a consultation.
A missed call gets a text from your firm's number automatically, with a link to book or upload documents.
Every prospect inquiry gets a fast first reply. Engagement letters and proposals get followed up on a schedule, in your voice.
Document requests and reminders, signature chasing, status updates ("we've got everything"), and weekly reporting, without re-typing.
Talk to Ava on our live demo, like one of your customers would. The demo is set up as an HVAC company; yours would know your business, hours and rules. Demo bookings are pretend.
Second free option
By the numbers · industry data, not our results
47%
of mobile searchers say they're more likely to look at other brands if a business has no phone number in its search results.
Industry data: Google / Ipsos, The Role of Click to Call, 2013
Not phone-heavy, or want to start smaller? We check your public website: your Google PageSpeed scores, whether calling or booking is obvious on a phone, your basic search setup, and whether ChatGPT and other answer engines recommend you or a competitor for searches like "CPA for small business near me". It's free: you get a short one-page report, and Nicolas gives you a date for it on the call. Nothing to install, and we only look at what's public.
AI answers change from one run to the next, so the report is a dated snapshot, not a ranking.
Book a call and ask for the free Visibility AuditProof, honestly
We don't have case studies to show you yet, and we won't make any up. Instead: the audit is free and you keep the report; you can hear the system working before you spend a dollar; and if it's not a fit, we'll say so.
Nicolas Sposato, CEO of Executive Automation. He runs the intro call, reviews your audit himself and sends you the report.
FAQ
That's often when the leak is biggest, which is why the audit starts with one short call, and the first system goes live fast, with the timeline agreed in writing before we start. You can also plan it for the off-season.
Only what you decide. We build inside your own portal and tools, and a person stays in charge of anything touching money or filings. We'll map exactly what each piece touches on the intro call.
You set the timing and the wording. Reminders stop as soon as the document arrives.
There's no public price list, because every business runs different tools and has different leaks. The audit is free. If you want help afterwards, you get a fixed price in writing before any work starts: no day rates and no surprise invoices.
A one-page report: where your leads leak, a rough monthly cost estimate (clearly labeled as an estimate and built only from your numbers), and the 1–3 fixes we'd make first, ranked by payback. It's yours to keep.
No catch. It's how we find out whether we can help. You keep the report either way, and if there's nothing worth fixing, we'll tell you. You can also start with the free Website & ChatGPT Visibility Audit.
It's a short one-page report, and Nicolas gives you a date for it on the call. There's no fixed turnaround, because it depends on what the audit needs to look at.
Good. The audit is still a useful check: it shows what happens to the calls and inquiries that slip past (lunch, after hours, two lines ringing at once, the busy weeks). If everything's covered, you'll have that in writing, and we'll tell you there's nothing to fix.
That's the right worry. Listen to the demo and judge for yourself. If Ava isn't good enough for your customers, we shouldn't build it. She can hand off to a person whenever you want.
You decide how Ava introduces herself, but we don't recommend pretending she's a person.
We build inside the tools you already use. Tell us what you run (your client portal and practice management (for example TaxDome, Karbon or Canopy) and email) on the intro call, and we'll confirm exactly how we'd connect to it before you commit to anything.
No. Ava and missed-call text-back run on your existing number.
Fast. We start with one system and build it inside your existing tools, and the timeline is agreed in writing before we start.
Builds are a fixed scope at a fixed price, usually a deposit up front and the balance on delivery. Ongoing support is optional, billed monthly, and can be canceled any month. Before work starts, you get a full refund. You own the setup, scripts, data and logins, so nothing is held hostage. See our refund policy.
Systems are built inside your own tools and accounts. Your data stays yours, it's never used to train anyone else's software, and a person stays in charge of anything touching money or customers. We'll map exactly what each piece touches on the intro call.
That's common, often because it was a big project that never shipped, or nobody owned it after launch. We start small: fixed scope up front, one system first, built in your tools, with a person in charge. Tell us what broke last time, and we'll tell you honestly whether we'd hit the same wall.
Could be, and we'll tell you if so. The audit sometimes finds nothing worth fixing. But small teams often lose the most per missed inquiry, because the owner is the one on the job. The call is 30 minutes, and you can book a slot a few weeks out.
Nicolas Sposato, CEO of Executive Automation. He runs the intro call, reviews your audit himself and sends the report.
Not yet. We're new, and we'd rather show you a live demo and a free AI audit than invent numbers.
Book the free AI audit
Pick a time for the short intro call. After it, Nicolas reviews your answers and sends a short one-page AI audit report. He'll give you a date on the call. Free, useful even if we never work together, and if there's nothing to fix, we'll tell you.
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