Automation & Workflow for CPA Firm

We're a growing CPA firm (bookkeeping, payroll, sales tax, tax prep, CFO/advisory) looking for a technology partner — not traditional IT support, but someone who enjoys understanding business processes, recommending better ways to work, and helping us continually improve. Our goal: automate repetitive work, make data readily available, and free up our team to focus on clients instead of manual tasks. Current Stack QuickBooks Online, Odoo, Excel, Transaction Pro, Lacerte, TaxDome, Avalara, Google Workspace, ChatGPT/AI tools. We're also evaluating Juno (replacing GruntWorx) and moving document delivery back to TaxDome from SafeSend. Open to better tools if you have recommendations. Some Items We Have in Mind Build a firm-wide Power BI (or similar) dashboard to monitor every client — P&L, cash, AR/AP, reconciliation status, open items, tax/payroll/sales tax status — without opening QuickBooks for each client Automate document processing (OCR/AI extraction from PDFs into Excel/Transaction Pro imports) Design and optimize TaxDome workflows (onboarding, bookkeeping, payroll, sales tax, tax prep) Teach our team to use and maintain what you build. Engagement Details Start: Paid discovery phase — learn our operations, identify top automation opportunities, prioritize by ROI, build one proof-of-concept, deliver a technology roadmap Then: Ongoing project-based work if it's a good fit for both sides Data handling: You'll work with confidential client financial/tax data — NDA required To Apply, Tell Us 1. Your experience automating accounting or tax firms (or similar regulated/finance environments) 2. An AI/OCR or dashboard project you're proud of 3. Your hourly rate and current availability 4. The first three improvements you'd likely investigate after reading this posting