I didn’t start an automation company because I love technology.

I started it because I watched a CPA firm owner work 80-hour weeks during tax season — not because of complex tax situations, but because of broken internal processes.

Reminders sent manually. Documents tracked in spreadsheets. Client intake done over email with no system.

The talent was there. The expertise was there. The systems weren’t.

The Moment It Clicked

I was sitting in a meeting with a managing partner — a brilliant tax advisor with 20 years of experience. She was apologizing for being late because she’d spent the previous hour manually checking which clients hadn’t submitted their documents yet.

She had a list. In a spreadsheet. That she updated by hand. Every day.

This is someone who could be advising clients on complex tax strategy, on business restructuring, on retirement planning. Instead, she was cross-referencing a spreadsheet with her email inbox.

That was the moment I realized: the biggest problem in accounting isn’t tax law complexity. It’s operational complexity that nobody has fixed.

What I Kept Seeing

As I talked to more firm owners, the pattern was unmistakable:

The 14-tool problem. Nearly every firm I spoke with used somewhere between 8 and 14 different software tools. Practice management, payroll, AP, time tracking, document management, email, client portals — all from different vendors, none talking to each other. Data lived in silos. Humans were the integration layer.

The “just one more hire” trap. Firm after firm told me they needed to hire — but when we dug into what the new hire would actually do, 30-40% of it was work that could be automated. They didn’t need more people. They needed fewer manual processes.

The busy season death spiral. Every tax season, the same story: team works 70+ hour weeks, errors spike from exhaustion, client satisfaction drops, and someone burns out and quits. Then the firm scrambles to replace them, trains the replacement just in time for the next busy season, and the cycle repeats.

What automaze.me Does Differently

We’re not a software company trying to sell you another tool for your already-overloaded stack.

We’re an automation partner. We come in, audit your actual workflows (not what you think they are — what actually happens day to day), and build automations that connect the tools you already use.

Workflow Audit — We spend two weeks mapping your top processes and identifying the highest-ROI automation opportunities. You get a prioritized roadmap with projected time savings.

Automation Buildout — We design and implement the automations. No rip-and-replace. No massive software migration. We work with what you have and connect the gaps.

Managed Automation — We don’t set it and forget it. We monitor, maintain, and optimize your automations so nothing breaks — especially not during busy season when you can least afford it.

Why CPA Firms Specifically?

Because the problem is acute and underserved. The accounting profession is facing a structural talent shortage. Firms need to do more with less. And most of the “solutions” being pitched to them are either enterprise software that’s too complex for a 15-person firm, or generic tools that don’t understand accounting workflows.

CPA firms have specific, repeatable processes — client intake, document collection, data prep, review cycles, deadline management. These processes are high-volume, rule-based, and ripe for automation. But they need someone who understands the domain to automate them properly.

That’s what we do. We speak accounting. We build automation. And we make sure your team can focus on the work that actually requires their expertise.

What’s Next

We’re early. We’re building in public. And we’re talking to as many firm owners as we can to understand exactly where the biggest pain points are.

If your firm is growing but your team is drowning in admin work, I’d love to talk. Not to sell you anything — just to understand your world better and see if what we’re building can help.

Book a free workflow audit — 90 minutes on Zoom, no strings attached. You’ll walk away with a clear picture of where your firm’s time is going and what can be automated.