I build custom AI agents for small accounting firms. Intake, follow-up, document chase, handoffs — handled.
MomandPop.AI builds custom workflow automation for small accounting firms, CPAs, and bookkeepers. Typical projects include client onboarding, document follow-up, status updates, and practice management integrations. Most projects take 1 to 3 weeks and are built using the firm's existing tools. The client owns everything when it's done. Available in English and Spanish.
Antonio at a CPA firm event
Agents change who can build things. That door is not closing again.
Three patterns show up in almost every firm. Here's what I replace them with.
Portal setup, engagement letter, task creation, data entry — repeated every single time, by someone who costs you billable hours.
Missing documents and status emails turn your inbox into a second full-time job during tax season.
TaxDome, QuickBooks, the CRM, the proposal tool — they all work, separately. You're the integration layer.
Whatever repeats. Onboarding flows, document chasers, PM integrations, payment portals.
Every workflow, form, portal, and integration. Plus credentials and documentation.
Most projects ship in 1 to 3 weeks. Smaller fixes in a few days.
Custom web app for an accounting conference. Attendees log in, see deposit balances, register guests, and pay remaining balances via Stripe.
AI-powered phone system that qualifies inbound leads, routes hot prospects directly to the partner, and auto-creates CRM contacts for everyone else.
A signed proposal auto-creates the job in practice management, assigns the correct pipeline (tax vs. bookkeeping), and notifies the team.
Self-service portal for a distribution company's customers to check order status, view invoices, and track shipments — connected to their legacy ERP via API.
20 workflows you can automate. Check the ones you still do by hand. See where your firm is losing hours.
A short, honest call. We look at where time disappears in your firm and decide together if custom automation is the right fit.
Scope gets locked in writing. I build on the tools you already use — TaxDome, QuickBooks, Xero, Karbon, Zapier, whatever you run.
Workflows go live. I train your team. Then I hand over accounts, docs, and credentials.
I build automation for accounting firms. Not courses. Not templates. Not monthly retainers that drain your budget.
I build fast and stay close to the work, so you get faster turnaround and one person who actually knows your setup.
You own what I build. No lock-in. No recurring fees to me.
Before this: 20+ years building systems at Booz Allen Hamilton, Zebra Technologies, Norwegian Cruise Line, and Crispin Porter + Bogusky. More about me →
For Accounting and Bookkeeping Professionals
NoCodeSociety is a 6-week live cohort for accounting and bookkeeping professionals who want to deploy AI agents into their own practice. No code required.
Cohort 01 starts June 2, 2026. Next cohort: different industry.
Learn More at NoCodeSocietyCommon projects include client onboarding, document reminders, status updates, proposal-to-job handoffs, recurring task creation, billing follow-up, and practice management integrations. If your team repeats the same steps every week, it's usually a good fit for automation.
Usually no. Most projects are built around the tools your firm already uses. If part of your stack is causing the problem, I'll tell you plainly, but the default approach is to improve what you already have before suggesting a switch.
You own the workflows, logic, forms, portals, documentation, and connected accounts that are set up for the project. No retainer required to keep access to what was built.
Most projects take 1 to 3 weeks. Smaller fixes can be finished in a few days. Larger builds with multiple systems, approvals, or client-facing steps can take longer.
Yes. During busy season the work is scoped tighter and scheduled around your deadlines. The best tax-season projects reduce back-and-forth — document follow-up, status updates, and handoffs that eat up staff time.
A strong fit for small firms, usually teams of 2 to 25 people. That's where custom automation can remove real admin work without turning into a long software project.
15 minutes. A clear yes or no. No pitch deck. No detour.
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