01
Bring the ugly workflow
Pick the repetitive process your team avoids, babysits, or rebuilds from memory every time.
CPA-led AI + automation builds
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.
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.
30 minutes · no sales deck · you keep the map
Owner-led accounting firmsYou keep the mapFixed quote within 48 hours
Live workflow map
Trigger
Client request arrives
Email, form, upload, or recurring deadline
Understand
AI reads the context
Classifies the request and pulls the useful details
Orchestrate
The workflow takes over
Routes, creates, follows up, and keeps status visible
Review
Your team handles judgment
People see the exception—not every manual touch
Before
Chasing, copying, and checking status
After
One visible workflow with human review
CPA-built, not tech theater
“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.”
What the shift looks like
From scattered handoffs to one visible system.
Click the visual to put your firm's version of this workflow on the map.
Map Yours Free
30 minutes · no sales deck · you keep the map
Free workflow mapping
Give me 30 minutes. Keep the map.
No generic AI audit. We put one real workflow on the screen and work through how it actually moves, where it breaks, and what should happen next.
02
Map it live
On a free 30-minute call, Hunter maps the current process, handoffs, systems, exceptions, and failure points with you.
03
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.
Put My Workflow on the Map
30 minutes · no sales deck · you keep the map
What we build
Automate the friction around the accounting.
Keep the judgment with your people. Remove the handoffs, reminders, copy-paste, status chasing, and recurring coordination that consume their week.
01
Client document collection
Request, receive, organize, and follow up on missing client documents without the manual chase.
02
Client onboarding
Move signed proposals into repeatable setup tasks, folders, notifications, and owner assignments.
03
Close coordination
Route recurring close tasks, exceptions, approvals, and status updates to the right people.
04
Inbox and request routing
Classify incoming requests, capture the useful context, and send work to the right queue.
05
Recurring reporting
Collect source data, assemble recurring reports, and notify stakeholders when the package is ready.
06
Internal workflow assistants
Give your team a controlled way to find procedures, summarize inputs, and move routine work forward.
Have one in mind already?
Bring the mess. Leave with the map.
We will map the trigger, handoffs, systems, exceptions, and failure points together. The finished map is yours even if we never build it.
Book My Free Workflow Map
30 minutes · no sales deck · you keep the map
Honest triage
Not every mess needs custom automation.
The mapping call is a decision tool, not a disguised sales presentation. The answer may be build it, make it smaller, or leave it alone.
Build it
A clear, repeatable quick win
The workflow has defined rules, a manageable number of systems, and enough recurring manual effort to justify a fixed-price build.
Slice it
A bigger transformation
If the workflow is too broad for one build, we identify a smaller first slice or recommend a separate discovery engagement.
Skip it
Not worth automating
If the math does not work, Hunter will say so and point you toward the simplest cheaper fix he can see.
Fixed-price quick win
One workflow. Fully handed off.
$4k–$6k
most quick-win builds
- One clearly defined workflow
- Up to three connected systems
- Standard error handling and alerts
- One revision round
- A recorded walkthrough and handoff
The automation will work as written in the signed specification, or I'll keep building at no charge until it does.
Builds are 50% at the signed specification and 50% at delivery. Larger or less-defined projects may require a separate discovery engagement.
Map a Quick Win FreeBuilt for ownership
Your workflow. Your environment. Your way out.
Each client gets an isolated managed automation environment. The system is designed to be supportable without locking your firm into Hunter forever.
- 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
Accounting context included
Built by a CPA who knows why the exception matters.
“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 across public accounting, corporate accounting, and financial planning. That means less time translating your firm to a generalist developer—and more attention to controls, handoffs, exceptions, and ownership.
Texas-licensed CPAAccounting-first discoveryDirect founder access
Frequently asked
Before you bring the workflow.
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.
Start with the messiest one
What workflow is your team tired of babysitting?
Bring it to a free 30-minute mapping call. You keep the finished map, whether or not we build it.
Book My Free Workflow Map30 minutes · no sales deck · you keep the map