Client documents chased, engagement letters signed, invoices collected, deadlines communicated — so tax season stops eating your team alive.
Free · No obligation · Reply within 1 business day
Free audit · takes 10 seconds
Every accounting business we scan is losing money in the same places. Here's what that costs — and what happens when the system takes over.
Half of January through April is staff asking the same clients for the same missing 1099s, statements, and signatures.
The fix
AI runs a personalized document checklist per client, chases what is missing, and files what arrives into your workflow system.
Outcome: Returns move faster and staff stop working as collection agents.
Engagement letters, organizers, and prior-year documents sit unsigned for weeks while the deadline gets closer.
The fix
AI sequences onboarding — letter out, organizer delivered, reminders escalating until everything is signed and returned.
Outcome: Engagements start on time instead of two weeks late.
Work gets delivered, invoices age, and nobody wants to be the partner asking a long-time client about a 90-day balance.
The fix
Professional, escalating payment reminders with secure pay links, escalated to a partner only when judgment is required.
Outcome: Faster collections without straining client relationships.
Two fields, ten seconds. A consultant looks at your operation like an outside operator and maps where it leaks money.
The consultant designs the fix and installs it inside the software you already run. Your team changes nothing.
Live in days, not months. A plain-English weekly report: recovered, collected, saved.
Deployment blueprints — the systems we install and the numbers we track. We publish real client results only, as they land.
Every client gets a personalized checklist and automated chasers — the crunch flattens out.
Missing receipts and uncategorized items get requested automatically each month, straight from the ledger.
Estimated payment and filing reminders go out on schedule — clients stop being surprised, staff stop repeating themselves.
The system works the jobs your team never has time for — quietly, every day.
Missing items requested until the file is complete.
Filing and extension reminders per client, automatically.
Campaigns that turn compliance clients into advisory clients.
The three shapes of accounting and bookkeeping firms we build for most often — and exactly what gets installed in each.
These are build plans, not client case studies. Every figure below is the target we design and measure against — we publish real client numbers only once a client has them.
Tax season swamps everything else.
What we implement
Automated per client
Document chasing
Meaningful
Season hours returned
Design target
Monthly recurring, low-touch clients.
What we implement
Every close
Missing items requested
On schedule
Check-ins
Design target
Higher-value clients, referral-driven.
What we implement
Every client, yearly
Planning meetings booked
Automatically
Receivables chased
Design target
Most owners weigh us against hiring another admin, or a typical consultant. Here's the difference.
← swipe to compare →
| Nova Buzz | Hire another admin | Typical consultants | |
|---|---|---|---|
| Monthly cost | A fraction of one salary | $50k+/yr + benefits | $10k/mo retainers |
| Covers follow-up, invoicing, reviews, reactivation | Yes — 24/7, inside your software | Only while on shift | Strategy decks only |
| Time to live | Days | Weeks to hire + train | Months of scoping |
| Works inside your existing software | Yes | Manual data entry | Rarely |
| Never quits, sick, or off | Correct | Turnover risk | Consultant churn |
| Weekly report in dollars | Yes | No | Quarterly slideware |
| Risk | Free audit + free pilot month | Salary sunk cost | Locked contracts |
Days, not months. The audit takes ten seconds, the plan arrives within a business day, and most fixes are running inside the first two weeks — including a free pilot month.
No. We build into the tools your accounting business already runs — your calendar, CRM, invoicing, and messaging stay exactly where they are.
Neither. We are consultants who come into your business, find where money leaks, and install the fix — lead follow-up, quotes, invoicing, reviews, reactivation — inside the tools you already use.
A fraction of one salary, priced by what we actually install. The audit is free, the first pilot month is free, and there are no long-term contracts.
A consultant reviews it personally the same day. You get a plain-English one-page plan: where you are leaking money, what we would fix, and what it costs. No pressure, no spam.
Yes. Your data stays in your systems — we automate on top of them, with access you control and can revoke at any time.
Free scan, reviewed by the founder, in your inbox within one business day. Whether or not we ever work together.
Get my free audit