We acquire accounting practices under $1 million in annual revenue from owners who want to retire. Then we install proprietary AI agents on top of the software they already use. The agents read every document, know each client's history, find underpriced and international work, and assemble the file so the team starts at review. Same clients. Same tools. Materially higher profit.
They want to retire and there is no obvious buyer or successor.
Hours go to hunting documents and sorting files instead of real work.
Many fees have not moved in years even as the work grew.
International and higher value work is missed or referred out.
When the owner leaves much of the firm's value leaves too.
The team is maxed out on busywork so growth and higher margin work stay out of reach.
of CPAs are expected to reach retirement age in the coming years.
Most small firms have no clear successor waiting.
accounting graduates every year.
Enrollments have been declining, so many solo and small firms have no junior staff to hand the practice to.
is where the buyers disappear.
Large private equity is buying bigger firms. Smaller practices are mostly left without a serious buyer.
We do not ask the firm to switch tools. We install a layer of AI agents that read what the firm already has, remove low value work from the team, and surface higher value opportunities that were previously invisible.
Intake
Portal, email, WhatsApp, scan
Read
Classified against the client
First pass
Assembled, gaps flagged
Human review
Licensed professional decides
Filed
Delivered and documented
Reads every incoming file from the portal, WhatsApp, email, or scan. It classifies the document, extracts the data, matches it to the right client and prior year, and files it. The team stops chasing and renaming documents.
Continuously reads prior returns, emails, notes, and existing files already inside the firm. It does not wait for staff to re upload information. It already knows the client's history.
Scans the entire book and surfaces clients who are underpriced, clients with foreign accounts, entities, or international reporting needs, and work that can be packaged at higher fees. This is how revenue increases from the same client list.
Assembles first pass workpapers and organizes the file so the professional starts at the review stage instead of the assembly stage. The licensed team spends time on judgment and client work, not busywork.
We do not believe AI replaces accounting firms or the relationships clients actually trust. The work that matters most, judgment, advice, and human connection, cannot be automated. Our agents exist to remove the hours of sorting, chasing, and assembly so the professionals can spend more time on the work only they can do.
Most owners we speak with are not afraid of technology. They are afraid of losing what made their firm valuable in the first place, the trust and relationships built over years. We built the intelligence layer for exactly that reason. It takes the repetitive work off the team's plate so the human side of the practice can stay strong and become even more valuable.
The agents do the heavy reading and assembly. The firm's professionals stay in full control. Nothing is filed or sent without human approval.
A practice that runs at 20 to 30 percent margins can realistically move toward 50 to 65 percent margins without needing to double its revenue.
Partner
Twenty years in law and finance. Cofounded a $50 million investment fund and built a cross border services firm serving more than 2,000 clients in 60 countries. He leads acquisitions and the first ninety days.
Partner
IRS Enrolled Agent, the highest credential the IRS awards, with a master's in accounting and twelve years across borders. He owns the technical standard: review, quality control, and what the system may recommend before a person signs it.
Whether you are an owner thinking about the next chapter, or you want to see the agents run on a real book of business. Thirty minutes, no obligation, and nothing changes in your software.