/ CPA firms and bookkeepers
Automation for accounting firms.
Most of the work in an accounting practice is not the accounting, it is getting the documents. New Face Design builds the systems that request, chase, and track client paperwork so the season stops running on reminder emails.
Between January and April the constraint is never expertise. It is how many times someone has to ask the same client for the same form.
Where the week goes
- Document collection is a manual chase repeated across every client
- Onboarding a new client means the same paperwork loop every time
- Deadline reminders depend on someone maintaining a list
What I build for accounting
Document requests chase themselves
Each client gets their outstanding list, followed up on a schedule you set, tracked until complete, so your team sees status instead of sending reminders.
Onboarding collects everything once
New client intake gathers engagement details and documents in one pass, checks it is complete, and hands your team a file rather than a starting point.
Deadlines run off your data
Filing and payment reminders fire from the client records you already keep, for you and for them.
Every build ships with logging on each action, a human handoff for anything unusual, and monitoring so you hear about a broken step from me and not from a customer. Built on the tools you already pay for.
What it costs
- Starter
- $500
- then $99/mo after 30 days
- Growth
- $1,000
- then $249/mo after 60 days
- Full System
- $5,000
- then $499/mo after 90 days
One-time build fee, then a flat monthly that keeps the system monitored and tuned. Cancellable anytime, and the system stays yours. See what each tier includes.
Asked before every audit
Does this touch client financial data?
Scope is agreed during the free audit before anything is built. Most of this work is request, reminder, and status tracking, which can be designed to route documents without the automation reading their contents.
Can it work with our document portal?
Yes. The system is built around the portal, practice management software, and email you already use.
Also built for
Any business whose day runs on phone calls, scheduling, quoting, and follow-up has the same repetitive work worth automating. See what gets built.
08 / Start here
Find your worst bottleneck. Free.
A 20 minute call. We map where your week goes and pick out the first process worth automating. You keep the map either way, and there is no deck to sit through at the end.
pgorski@newfacedesign.com
Phone
+1 (773) 627-2176
Based in
Chicago area
Working with clients everywhere