For CPA firm owners who are done waiting
Stop Googling “AI for accounting” alone at midnight. Join the firm owners who are actually deploying AI — and sharing exactly what works, what doesn't, and what's compliant.
Cancel anytime · No contracts · 100% compliant
Founding cohort — join the first group of firms building together
New playbooks posted weekly
Sound familiar?
Your senior manager quit. Again. And you're staring down another busy season with the same headcount.
You tried ChatGPT with a test return and immediately realized — you can't put client PII in there.
Every AI vendor pitches "the future of accounting" but none of them have filed a 1040.
You've bookmarked 47 AI articles. Read 3. Implemented 0.
Revenue per partner, 2019–present
The shift
That's what the automate.cpa community is. A private group of CPA firm owners who share playbooks, compare tools, and solve implementation problems together — with compliance baked in from day one.
What's inside
Every Monday, a step-by-step automation you can deploy that week. Client onboarding, doc processing, tax prep, engagement letters — all compliance-first.
Post "has anyone automated X?" and hear from firm owners who've actually done it. No vendor pitches. No theory. Just what works.
We test AI tools against real accounting workflows and publish honest reviews. Including what NOT to buy.
Monthly group calls where you bring your specific challenge and get help in real-time from Jordan and the community.
Every recommendation is built around PII protection, on-prem processing, SOC 2, and documented AI governance. Because you're handling real client data.
Live from the community
🔥 New Playbook: Automate Client Onboarding in 30 Minutes
This week's playbook walks through setting up an AI-powered intake flow that collects docs, verifies identity, and generates engagement letters — all without touching PII in the cloud.
Just cut 14 hours/week off our tax prep workflow
Used the playbook from Week 3 to build a doc classification pipeline. My senior associates are spending time on review instead of data entry now. Happy to share our setup.
Has anyone compared Canopy vs. Karbon for AI integrations?
We're evaluating practice management tools and AI compatibility is a dealbreaker. Looking for real-world experience, not vendor demos.
Jordan Guess
CPA · Founder, automate.cpa
Runs an active CPA firm — handles real client data daily
Building AI workflows for accounting since 2023
Compliance-first approach to every recommendation
Built this because he couldn't find it anywhere else
I spent two years trying to figure out AI for my own firm. Testing tools. Breaking things. Finding what actually works with real client data, real compliance requirements, and real deadlines.
I built automate.cpa because I wanted the community I couldn't find — a place where CPA firm owners share what's actually working, not what some vendor is selling. Every playbook comes from real implementation at a real firm. Every tool review is tested against real workflows.
If you're a firm owner who knows AI is coming and wants to get it right the first time — this is for you.
The window is closing
The CPA profession is changing faster than at any point since the internet. Early movers will compound their advantage. The rest will play catch-up.
2024–26
AI crossed the threshold for real tax work
–33%
Fewer new CPAs entering the pipeline
Record
PE acquisitions of accounting firms
Coming
AI governance regulation from boards & insurers
Simple pricing
One AI automation that saves your team 2 hours per week pays for 10 years of membership. Cancel anytime — no contracts, no questions asked.
Full community access. Every playbook, every discussion, every tool review.
Cancel anytime
Direct access to Jordan, live coaching calls, and shape the roadmap. This tier and pricing won't be available forever.
Cancel anytime · Lock in founding pricing
Yes. Every playbook is written for firm owners and managers, not developers. We use plain language, screenshots, and step-by-step instructions. If you can set up a client in your practice management software, you can follow our playbooks.
This is our #1 priority. Every workflow and tool recommendation is built around on-premise PII processing, SOC 2 compliance, and documented AI governance. We never recommend tools that send client data to public AI models. Jordan handles real client data at his own firm every day — compliance isn't theoretical here.
YouTube gives you general AI tips. We give you accounting-specific playbooks tested at real firms, a private community of firm owners to troubleshoot with, and compliance guidance you won't find in any video. It's the difference between reading about swimming and having a coach in the pool with you.
Most members spend 1–2 hours per week. The playbooks are designed to be deployed in a single session. You can lurk and just grab the playbooks, or go deep in discussions — it works either way. And the live calls are recorded if you can't make it.
Cancel anytime with one click. No contracts, no cancellation fees, no questions asked. We'd rather you try it and decide than wonder what if.
If you want direct access to Jordan, live group coaching calls, and the ability to shape what gets built next — yes. Founding Members also lock in their pricing permanently and get featured as founding case studies. This tier is limited and won't be available at this price once the cohort fills.
Absolutely. AI is actually the biggest leverage point for smaller firms — it lets you compete with larger shops without the headcount. Many of our playbooks are specifically designed for firms that need to maximize output with lean teams.
Join the founding cohort of CPA firm owners who are implementing AI together — securely, compliantly, and profitably. New playbooks every Monday.
Cancel anytime · No contracts · Founding pricing available now
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