๐ŸงพOpenClaw Setup for Accountants & Bookkeepers

Stop Chasing Clients for Documents

Document collection, deadline reminders, and seasonal communication โ€” all on autopilot. So you can focus on the work your clients actually pay you for.

โœ“ Starting at $400โœ“ Live in 1 weekโœ“ 30-day guaranteeโœ“ 100% done-for-you
The Problem

You're losing money every day you wait

๐Ÿ“

Document collection is a nightmare

You send the same request three times and still get incomplete files a week before the deadline. Every hour spent chasing is an hour not billing.

๐Ÿ—“๏ธ

Tax season overloads your communication

January through April your inbox is chaos. Status questions, deadline extensions, missing 1099s โ€” the volume is impossible to manage manually.

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Client communication falls through the cracks

Between billing, compliance, and actual work, proactive client communication gets dropped. Then they leave for someone who "communicates better."

What We Build

Here's exactly what you'll get

Automated document request sequences with reminders until received
Tax deadline reminders sent to clients on a custom schedule
Tax season FAQ responder โ€” handles common questions without your involvement
New client onboarding โ€” engagement letter delivery, portal access, document checklist
Extension notification campaigns for clients who can't meet deadlines
Year-end checklist automation โ€” prep clients before the season starts
Review meeting scheduling and preparation reminders
Process

From call to live in 1 week

01

Book a Free 30-Min Strategy Call

We learn your workflow, tools, and biggest bottlenecks. No pitch deck โ€” just honest conversation.

02

We Build Your OpenClaw Setup

We configure your accountants & bookkeepers OpenClaw system โ€” skills, automations, integrations โ€” in 1 week. You don't touch a thing.

03

Go Live โ€” We Stay On Call

Walkthrough, team training, and 30 days of support included. Your AI works from day one.

Pricing

Pick Your Starting Point.

From a single strategy session to a fully custom agent system โ€” we meet you where you are.

Consulting Call

1-hour strategy session. We'll map out your agent system, answer questions, and give you a clear action plan.

$400

one-time

  • 1-hour 1:1 session with Steven
  • Full agent system blueprint
  • Q&A โ€” any questions you have
  • Clear action plan to move forward
Book Now โ†’
MOST POPULAR

Fresh Install

OpenClaw installed and configured on your machine. Includes a walkthrough on how to use and optimize your setup. Done in 48 hours.

$997

one-time

  • OpenClaw installed on your machine
  • Telegram or Discord integration
  • Base agent config & memory setup
  • Done in 48 hours
Get Started โ†’

Full Build

Custom AI agent system built for your business. Multiple agents, integrations, workflows. Scoped on a call.

$3,500+

scoped on a call

  • Custom multi-agent system
  • CRM, calendar & tool integrations
  • Automated workflows end-to-end
  • Scoped + priced on strategy call
Book a Call โ†’

All purchases are one-time. No subscriptions. You own your setup.

FAQ

Common questions from accountants & bookkeepers owners

Ready to automate your accountants & bookkeepers?

Book a free 30-minute strategy call. We'll show you exactly what we'd build for your business โ€” no pressure.

Book Free Strategy Call โ†’

Starting at $400 ยท Multiple tiers available ยท 30-day guarantee