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Accounting firm automation, done for you
Your accounting firm already knows where the hours go. We put a number on it.
Intake forms, slip chasing and the yearly mail merge eat the quiet months and the busy ones alike. The free Blueprint shows which of these your firm can automate, and what each is worth.
About 1 to 3 hours, in as many sittings as you like. You’ll need exports from your practice software. Your answers stay private.
Every season
- Client intake forms
- Slip and form chasing
- The yearly mail merge
- Document sorting
- Status updates
Where does a small accounting firm lose its hours?
One CPA estimated his own tax season at roughly 15% client onboarding, 15% delivery, 60% prep and review, and 10% ad hoc work that never gets billed. That last 10% is where most firms bleed without noticing.
The manual work nobody chose to do
A yearly Excel update and a mail merge, done by hand. 340 tax forms mailed in 48 hours because the paperwork showed up three days before the deadline.
Hours that never make it onto an invoice
Say a firm does $1 million of work at standard rates and realizes 72% of it. That is $280,000 of work done and never paid for. Budgeted 12 hours, took 28.
Busy season makes it all worse
A referral that sits two weeks outside tax season costs nothing. Inside it, those two weeks come straight out of prep time before the return is even due.
What can an accounting firm automate without touching professional judgment?
The chasing and the sorting. Intake forms, slip chasing and the yearly mail merge can run on their own. Systems can read incoming documents, file them to the right client, flag what is missing and draft the status update. The tax strategy, the client conversation and every call only a CPA can make stay with the CPA.
| Off your plateThe filing chase | Intake forms, slip chasing, the yearly mail merge, done for you. |
|---|---|
| Done for youThe prep work | Systems that read incoming documents, sort them to the right client file, flag what is missing, and draft the status update. |
| Stays humanThe judgment | The tax strategy. The client conversation. The call only a CPA can make. We never touch those. |
How does a small accounting firm get started with automation?
Start with the free Blueprint, a guided intake about your firm. You get a ranked list of what to automate, priced in hours and dollars. Then you book a free call to walk through it. Building anything is optional, and the Engine is billed hourly and quoted after that call.
Results arrive within 24 hours of submitting.
Take the free Blueprint
A guided intake about your firm, in as many sittings as you like.
Get your results in 24 hours
A written report ranking what to automate, with hours and dollars for each.
Walk through it on a free call
Thirty minutes to an hour. No commitment to build, ever.
What does done-for-you automation for an accounting firm cost?
The Blueprint is free. If you decide to build, the Engine is billed hourly and quoted after your results call, so you know what each build costs before you commit.
| FreeThe Blueprint | HourlyThe Engine | |
|---|---|---|
| What you get | A written report ranking what to automate, priced in hours and dollars. | Done-for-you builds, billed hourly, quoted after your results call. |
| Next step | A free results call. | Building anything is optional. |
| Start the Free Blueprint | Ask About the Engine |
Where do these numbers come from?
From CPAs talking through their own firms on RunWell Blueprint beta calls, and from RunWell’s research on accounting firms. The 15, 15, 60, 10 split is one CPA’s own estimate of his tax season.
“Why is this manual? I shouldn’t have to worry about this.”
“I wouldn’t do the ad hoc, it’s so time consuming. It’s not billable.”
“You compound those during busy season, and suddenly you could spend days.”
Why choose RunWell for accounting firm automation?
RunWell builds working systems, not chatbots. The Blueprint quantifies waste using your own firm’s data, and the people who find the problem also build the fix. Felicia Cristofaro runs RunWell: an engineer and operator who fired herself from intake and productized the method.
| We do | We don’t |
|---|---|
| Build working systems that read your documents, reason across your tools and act. | Sell chatbots or ChatGPT wrappers. |
| Price every task from your own firm’s data. | Hand you a binder of recommendations. |
| Have the people who find the problem build the fix. | Touch tax strategy or the client conversation. |
Questions accounting firm owners ask first
Can automation handle client tax documents safely?
It can sort, name and file them, and flag what is missing. Anything that goes to a client or into a return is reviewed by a person at your firm first.
What changes during busy season?
The chasing, sorting and status updates keep running on their own, so prep and review get the hours instead of the inbox.
Is the Blueprint really free?
Yes. It costs you about 1 to 3 hours to complete, and you’ll need exports from your practice software. There is no charge and no obligation to build.
Who is RunWell for?
Owners of small professional services firms, including accounting firms in Canada and the United States. If you want software to buy, this is not the right fit. If you want the work done, it is.
Find out where your firm’s 10% is hiding.
Take the free Blueprint. Get your results in 24 hours.
Start the Free Blueprint