Tax & Accounting / Fractional CFO Firms
Board packs eat your week.
Pipeline stalls while you deliver.
We put AI specialists on board-pack prep, KPI reporting cadence, and new-engagement pipeline. Reporting assembles itself across clients and your pipeline keeps moving while you serve the ones you have.
Where Fractional CFO Firms Lose Hours
Board-Pack Prep Across Clients
Every client needs a monthly board pack, and assembling numbers and commentary for each one by hand consumes the days you should spend advising.
KPI Cadence Is Manual
Clients expect KPI dashboards and variance commentary on a fixed cadence. Pulling and formatting those numbers repeatedly is grinding, low-value work.
Pipeline Stalls During Delivery
When you’re heads-down on client work, business development stops. New engagements slip because nobody is nurturing the pipeline.
The Agents We Put to Work for Fractional CFO Firms
What Changes
We install the team. You direct it.
Audit
We find where your team’s hours leak and pick the role to agentify first.
Build
We wire your agents into the tools you already use, connected to your stack.
Train
We teach your people to run their agents like a team. This is what makes it stick.
Compound
Every month the team gets sharper, and we add agents as you grow.
Ready to scale without more nights?
Tell us your most painful role. We’ll have an agent working on it this month.
Start with one agent