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FirmOS

Done-for-you AI systems for accounting firms, covering client acquisition, hiring and internal operations, delivered by a team with bi-weekly strategy calls.

FinanceWorkflow automationSales & CRM
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What it does

FirmOS is aimed at accounting firm owners. The site describes it as a platform made by CPAs and delivered as managed systems rather than a self-serve tool. The home page offers a waitlist and a call booking. The work is organized into three areas. Business development covers client segmentation, AI lead scraping and enrichment, and sales automations. Talent covers an AI careers agent for job descriptions and postings, plus AI video interviews with assessments for screening. Operations covers process mapping, an SOP generator and a KPI dashboard that tracks 70+ metrics. Engagements follow a five-step cycle: data collection, finding roadblocks, setting 90-day goals, implementing systems, and ongoing optimization. The FAQ says clients get bi-weekly strategy calls and access to a client portal for support and requests.

Capabilities

  • AI lead scraping and enrichment for prospecting
  • Automated sales outreach and lead nurturing
  • AI careers agent for job descriptions and postings
  • AI video interviews for screening candidates
  • SOP generator for documenting processes
  • KPI dashboard tracking 70+ real-time metrics

When to use it

  • Running an accounting firm and wanting hands-off lead generation
  • Hiring and screening staff for a firm
  • Documenting processes and tracking firm KPIs
  • Preferring a managed, team-led setup over configuring software yourself