01
Fit Check
A free 15-minute call. Bring one workflow that keeps repeating. We decide if it is worth examining.
Services for accounting firms
Pick one workflow. Make it clear enough to run.
MomandPop.AI helps firms turn repeated intake, document chase, handoff, status, and billing work into owned systems. Start small, prove the path, then build the first workflow your team can trust.
No platform switch required. The work starts with how your firm already runs, then removes the handoffs that keep falling back to people.
Service path
A clear way to go from messy to owned.
Each step protects your time. The Fit Check keeps bad-fit projects out. The Ops Diagnostic creates the plan. The build turns the first workflow into something the team can run.
02
The Ops Diagnostic
A paid working session that maps the path, owners, exceptions, client touches, and first build target.
03
Workflow Build
A focused project that creates the intake, routing, reminders, approvals, status steps, or handoff logic.
04
Runbook Handoff
Your team gets the workflow, connected accounts, owner notes, operating rules, and documentation.
The Ops Diagnostic
Use this when the pain is real but the first build is not obvious.
The Diagnostic turns a vague automation idea into a practical workflow plan. It is the right next step when a firm has repeated work, unclear ownership, client follow-up drag, or manual handoffs that are hard to explain in one sentence.
✓Included now: workflow map, owner roles, client touchpoints, handoff gaps, risks, and the first build recommendation.
✓Held back until fit is clear: full build scope, schedule, implementation pricing, and any promise tied to results.
✓Best for: firms that want a tight first move before they pay for build work.
Common builds
Workflows firms can name.
The best first build is usually close to revenue, client experience, or owner time. These are common starting points, not preset packages.
Service menu
Scoped after the Fit CheckOnboarding
New client intake and setup
Collect the right details once, create the first tasks, route documents, and make the next owner clear.
Good fit when kickoff work lives in email.
Document chase
Missing item follow-up
Track what is missing, nudge clients with context, and show staff where each request stands.
Good fit during tax season and cleanup work.
Proposal to job
After-yes handoff
Turn approved work into tasks, notes, folders, client messages, and billing context without copy-paste drift.
Good fit when sales and delivery are split.
Status and billing
Client updates and reminders
Give clients clearer updates, flag exceptions for humans, and connect billing reminders to the work record.
Good fit when inbox questions repeat.
Included
Plain-language workflow map.
Human approval points where risk is higher.
Documentation your team can keep.
Ownership of accounts, forms, logic, and handoff notes.
Not the offer
No forced software replacement.
No fake ROI calculator.
No required retainer.
No client-facing messages without review where it matters.
Service FAQ
What to know before the first call.
Simple answers for firms that want useful systems without vague consulting theater.
Is the Fit Check free?
Yes. It is a 15-minute call to decide if there is one workflow worth examining.
Is The Ops Diagnostic required?
Usually, if the workflow is unclear. If the first build is already obvious, Antonio may recommend going straight to scope.
Do you publish Diagnostic pricing?
Not yet on this page. The price should be published only after Antonio approves the public positioning.
How long does a build take?
Most focused builds are planned around 1 to 3 weeks after scope is agreed.
Will our team own the work?
Yes. The handoff includes the workflow, accounts, logic, documentation, and operating notes.
Can this start with one department?
Yes. A narrow first workflow is usually better than a firm-wide change.
Start with one workflow
Bring the handoff your team keeps fixing by memory.
The first call is short. Antonio will help name the workflow, decide if it is worth fixing, and tell you the next practical step.