Automation Services Built for CPA Firms
From assessment to implementation to ongoing management — we handle the entire automation journey so your firm can focus on what matters.
Workflow Audit
Know Exactly Where Automation Will Save You Time and Money
Before building anything, we assess your firm's workflows to find the highest-impact automation opportunities. You get a clear roadmap with ROI projections — so you can make informed decisions about where to invest.
What's Included
- 2-3 discovery sessions with your team (60-90 min each)
- Assessment of 3-5 core workflows
- Current-state process documentation
- Automation opportunity matrix (ranked by effort vs. impact)
- ROI projections per workflow
- Prioritized automation roadmap
- Executive summary presentation for partners
Automation Buildout
Custom Automations Built for Your Workflows
We design, build, test, and deploy automations for the specific workflows draining your team's time. Integrated with the tools you already use — QuickBooks, Xero, Drake, CCH, SharePoint, and more.
What's Included
- Solution design and architecture
- Automation development and testing
- Integration with your existing tools
- User acceptance testing with your team
- Go-live support with zero disruption
- Team training (up to 2 sessions)
- Full documentation and runbook
- 30-day post-launch support
Common Automations We Build
- Client onboarding: Automated intake forms, document collection, file organization
- Document processing: Intelligent data extraction, auto-population of returns
- Bank reconciliation: Rule-based matching, exception flagging
- Deadline management: Automated calendars, reminders, status dashboards
- Client communications: Triggered email sequences, portal notifications
- Engagement letters: Template generation, e-signatures, tracking
Managed Automation
We Don't Just Build It. We Run It.
Automations need ongoing care — monitoring, optimization, updates as your tools and workflows evolve. Our managed service means you never have to worry about whether your automations are working. We own the outcome.
What's Included
- 24/7 monitoring and alerting
- Break-fix response within SLA
- Monthly performance reporting (runs, errors, time saved, ROI)
- Quarterly optimization reviews
- Priority access to new automation templates
- Dedicated account manager
SLA Tiers
| Automations | Monthly Rate | Response SLA | Reviews |
|---|---|---|---|
| 1-3 | $1,500/mo | 4-hour | Quarterly |
| 4-7 | $2,500/mo | 2-hour | Quarterly |
| 8-12 | $3,500/mo | 1-hour | Monthly |
| 13+ | $5,000/mo | 1-hour | Monthly + on-demand |
Full-Service Package
One Partner. End-to-End. No Gaps.
The Full-Service Package combines Workflow Audit, Automation Buildout, and Managed Automation into a single engagement. One partner for the entire journey — from discovery to ongoing operations — at a 10-15% bundle discount.
What's Included
- Everything from Workflow Audit
- Everything from Automation Buildout (top-priority workflows)
- Everything from Managed Automation
- 10-15% bundle discount on project fees
- Priority scheduling
- Dedicated engagement lead
Example Engagement
| Component | Standalone | Bundled (12% off) |
|---|---|---|
| Workflow Audit | $4,000 | $3,520 |
| Buildout (2 workflows) | $35,000 | $30,800 |
| Managed Automation (12 mo) | $30,000 | $26,400 |
| Total Year 1 | $69,000 | $60,720 |
Clients Who Chose This Approach
80% Time Saved on Invoicing
Thanks to the automation solutions provided by automaze.me, we've significantly reduced our manual workload. By automating key steps in our invoicing process, we saved 80% of our time and shortened our payment cycle. Our operations are now more efficient and transparent. I highly recommend their services.
A Joy to Work With
Jon is probably the best person I have worked with in this area. Within 5 mins I knew Jon was the guy — he understood the challenge and indicated a solution right away. Not many people do that. He was also a joy to work with and made communication easy. I would highly recommend working with him.
Goes the Extra Mile
From the very beginning, Jon showcased a deep sense of commitment and professionalism that truly set him apart. Communication was an absolute breeze — always quick to respond and patient with clarifications. I wholeheartedly recommend him, especially if you're looking for someone who goes the extra mile with a keen eye for detail and a proactive mindset.
Not Sure Where to Start?
Book a free 30-minute consultation. We'll discuss your firm's biggest workflow pain points and help you figure out whether automation is the right move — and where to start.