--- title: "AI Automation for CPA Firms" url: "https://atkinscpafirm.com/ai-automation-for-cpa-firms/" description: "CPA-led workflow automation for owner-led accounting firms. Map one painful process free and get a fixed build quote within 48 hours." --- # Take Your Ugliest Workflow Off Your Team's Plate The client chase. The recurring handoff. The inbox rule only one person understands. Start with the process your team is tired of babysitting. ## Quick Answer Bring me your ugliest workflow. I'll map it with you live on a free 30-minute call. You keep the finished map either way—and if it's worth building, I'll send a fixed price within 48 hours. Atkins CPA provides CPA-led workflow mapping and fixed-price automation builds for owner-led accounting firms with 3 to 30 people. The goal is capacity without another hire: less chasing, copying, routing, and status babysitting around the accounting work. ## How the Free Mapping Call Works 1. **Bring the ugly workflow** — Pick the repetitive process your team avoids, babysits, or rebuilds from memory every time. 2. **Map it live** — On a free 30-minute call, Hunter maps the current process, handoffs, systems, exceptions, and failure points with you. 3. **Keep the map** — You get the finished workflow map either way. If the build makes sense, you also get a fixed quote within 48 hours. You receive the finished map whether or not Atkins CPA builds the workflow. If the project is buildable, Hunter sends a fixed quote within 48 hours. ## What We Build - **Client document collection:** Request, receive, organize, and follow up on missing client documents without the manual chase. - **Client onboarding:** Move signed proposals into repeatable setup tasks, folders, notifications, and owner assignments. - **Close coordination:** Route recurring close tasks, exceptions, approvals, and status updates to the right people. - **Inbox and request routing:** Classify incoming requests, capture the useful context, and send work to the right queue. - **Recurring reporting:** Collect source data, assemble recurring reports, and notify stakeholders when the package is ready. - **Internal workflow assistants:** Give your team a controlled way to find procedures, summarize inputs, and move routine work forward. ## Fixed-Price Quick-Win Build Most quick-win builds are **$4,000 to $6,000 fixed**. The exact price is quoted after the free mapping call and before work begins. - One clearly defined workflow - Up to three connected systems - Standard error handling and alerts - One revision round - A recorded walkthrough and handoff Payment is 50% at the signed specification and 50% at delivery. Larger or less-defined projects may require a separately scoped discovery engagement. ## Build Guarantee The automation will work as written in the signed specification, or I'll keep building at no charge until it does. Business outcomes, dollar savings, and team adoption are not guaranteed. ## Ownership and Security - A dedicated managed n8n environment selected for your firm - Client-owned access with a clean path to take over administration - Credentials stored in the managed environment, never on Hunter's computers - Standard error alerts so failures are visible instead of silent ## Why Hunter I'm not an AI guy who found accounting. I'm a CPA who got tired of doing this stuff by hand and built my way out. Hunter Atkins is a Texas-licensed CPA with experience in public accounting, corporate accounting, and financial planning. He maps and builds the workflow directly. ## Frequently Asked Questions **What happens on the free workflow mapping call?** We map one real workflow together: the trigger, every handoff, the systems involved, exceptions, and where it breaks down. You receive the finished map even if we decide not to build anything. **What makes a workflow a good quick-win build?** A strong quick win is one repeatable workflow with clear rules, a small number of systems, and enough recurring manual effort to make the build worthwhile. If the project is larger, Hunter will recommend a smaller first slice or a separate discovery engagement. **How much does an automation build cost?** Most fixed-price quick-win builds are $4,000 to $6,000. You receive the exact price after the free mapping call, before any work starts. **Do we own the automation?** Yes. The build runs in a dedicated managed environment for your firm, and your firm receives access with a clear path to take over administration. The system is not held hostage to an ongoing support agreement. **How do you handle credentials and client data?** Credentials are stored in the managed automation environment rather than on Hunter's computers. Access is limited to what the workflow needs, and your IT administrator can be involved in setup and administration. **What exactly is guaranteed?** The build is guaranteed to work as written in the signed specification. If it does not, Hunter keeps building at no charge until it does. Business outcomes, dollar savings, and team adoption are not guaranteed. **Is this only for CPA firms?** The offer is designed for owner-led accounting firms, including CPA firms, with roughly 3 to 30 people. That focus keeps the workflows, language, and recommendations grounded in how accounting teams actually operate. ## Get Started - [Book the free 30-minute workflow mapping call](https://calendly.com/atkinscpa/fitcall) - [Learn about Hunter](https://atkinscpafirm.com/about/) - Email: [hunter.atkins@atkinscpafirm.com](mailto:hunter.atkins@atkinscpafirm.com)