Hi!

I am a CPA that also does tech implementation work for small businesses. I use systems like Xero, Apify and Make.com to create time saving automations for small business owners.

Reach out if you need help with monthly accounting or setting up AI native workflows for lead gen, sales funnel management, and reputation management online.

Some examples:

• AP invoice extractions, approval, entry into Quickbooks or Xero
• entering leads to a CRM
• connecting your CRM to email
• email and text cold outbounding
• chasing invoices for customers to pay
• chase customers for reviews on social
• appointment reminders and auto rescheduling
• auto scheduling via text
• generating quarterly tax estimates
• operations reporting
• text lead after a missed call to setup a call. try it!

Basically anything that is high volume, repetitive, requires jumping between systems and done by expensive people who don’t like to do these tasks.

I can also do your personal and sole member LLC taxes in any state.