SHARING AN $8K ACCOUNTING SYSTEM I JUST SOLD

Every accounting firm hits this wall: manual data entry killing growth. Your $120K tax manager typing W-2s, paystubs, bank statements into Excel for 18+ hours/week. Capped at 40-50 clients, turning away revenue.

The Win

Closed an $8K deal for a pdf-extraction tax system... done-for-you automation that extracts data from ANY PDF (ADP/Gusto paystubs, 1040s/W-2s/1099s, QB P&Ls, bank statements, receipts). Builds pro Excel files with formulas, tabs, formatting. Processes 12 mixed docs in 2:47 vs. 45-60min manual. 1.7% error rate, flags 3% exceptions.

Who It's For

CPA/accounting/bookkeeping firms (5-50 people) with 20+ recurring US/Canada/UK/AU clients. Teams wasting 15+ hrs/week on extraction, "at capacity," high-paid staff on $10/hr work. Not solos or non-scalers.

The Value

Frees 10-20 hrs/week per senior. Same team handles 3x clients. Client-ready Excels. No AI learning, integrates QuickBooks/Xero. Live in 10-14 days, 3mo support. No training required.

Georgia CPA firm now has the ability to scale without hires, dominating now.

PS: Looking to partner with someone who has got accountants/cpas who would need such a system.

Here is a in depth on the solution. https://documentflowsystem.netlify.app/

If you know a firm that’s buried in PDFs and data entry, feel free to DM and we can partner and roll out a similar system together

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