AI for Accounting and Tax Firms

Save $30K in Overhead, Add 20+ Clients Monthly & Capture Every Tax-Season Profit Spike

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The Bad News

Running an accounting or tax practice has never been more challenging.

Admin staff salaries are rising — often $46K+ per year — and turnover is constant.
75% of firms struggle to attract clients consistently. Referrals alone don’t cut it anymore — the firms that win are the ones showing up first on Google (and AI Search).
And every busy season, firms leave thousands on the table by missing deadline-driven opportunities (ERC, Jan 31, Mar 15, Apr 15, Oct 15).

What if instead, your firm could...

Save $30K+ annually by replacing admin tasks with AI
Generate 20+ inbound clients every month with AI SEO content
Turn tax deadlines into predictable seasonal revenue spikes

...all without adding staff or gambling on another agency?

That’s the power of our Profit Growth AI System for Accountants and Tax Firms.

The New Reality

Why AI Matters for Accounting and Tax Firms

Staffing crisis: AICPA surveys show finding qualified staff is the #1 challenge for firms.
Revenue leaks: 94% of firms chase late payments; 43% absorb scope creep.
Client expectations: 87% of buyers start their search on Google (and soon AI Search) — if you’re invisible, you’re losing clients.

🤖 AI solves all three challenges by:

Automating client onboarding, scheduling & document collection.
Creating SEO content that attracts 20+ leads every month.
Running deadline-driven funnels that capture every IRS opportunity.

The Good News

3 Ways AI Transforms Accounting and Tax Firms

1. Cut at least $30K+ in Staff Costs (Save More Money)

AI assistants handle onboarding, scheduling, reminders, and document requests — instantly.
Available 24/7 — Never sick, never quitting, never chasing clients for forms again.
Eliminates the need for a full-time receptionist while improving the client experience.

💡 Average savings: $30,000 – $40,000 per year.

2. Generate 20+ Clients Monthly (Make More Money)

AI SEO content ranks your firm on Google (and AI Search) for high-intent searches (“CPA near me,” “Tax prep [city],” “Bookkeeping services”).
Delivers a steady pipeline of 20+ inbound leads per month.
No longer rely on referrals alone to build your business (or to stay in business).

📈 High-growth firms spend 2x on marketing — and grow 3x faster.

3. Capture Every Tax Deadline (Grow More Profits)

IRS deadlines (beyond April 15) = massive client demand spikes during peak seasons.
Seasonal AI-powered funnels turn Jan 31, Mar 15, Apr 15 & Oct 15 into booked revenue.
Get in front of your clients and prospects on a more timely basis to serve them and grow profits

💰 Firms capture $10K–$50K+ in missed seasonal opportunities.

How We Can Help You

Here’s what our done-for-you Profit Growth AI System for Accountants and Tax Firms looks like in action:

AI Admin Assistant

💡Automates onboarding, scheduling & docs → saves $30K+ / year.

Investment: $7,500 setup + 90-day support

AI SEO Content

💡Adds 20+ inbound clients monthly → predictable growth.

Investment: $3,000 setup + $2,500/month

AI Seasonal Funnels

💡Capture IRS deadlines → turn tax season into profit season.

Investment: $2,500 setup + $1,500/month

These are proven frameworks listed as examples of what's possible.

On your free strategy call, we’ll design the right AI solution, customized to your firm, to help you reach your growth goals.

Why Now?

Why Should You Include AI Now Into Your Accounting or Tax Firm?

Staff shortages are worsening — admin costs keep rising.
Competitors are already ranking on Google — every month you wait, they take more clients.
IRS deadlines are predictable — but only profitable if you prepare now with fast, digital-first service.

TESTIMONIALS

What our clients are saying.

Focus on what matters, similar to other owners.

You never know what you're missing until you try NexLevel. We've been using it for 9 months and it has helped us double our pipeline and close more deals.

- Heather Mathewson, CTO at Wondershare Systems

By far, we have seen the best results from NexLevel CRM. The leads that come through the system are high quality and our sales team has closed more deals than ever before.

- Dr. Robert Conner, Partner at Conner David LLP

Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it.

- Mike Nord, Marketing Director at Blitz Consultants Inc

I heard about NexLevel from a friend and decided to try it out. It's been a great decision! The app has helped me streamline our sales process and save time on administrative tasks and follow-ups.

- Michelle Darling, CMO at SmallScale Incubators

PACKAGES

Packages designed for your requirements.

Accessible pricing for businesses aiming to expand.

Build & Release

POA

One Time Setup + Support

One dedicated developer
Tailored workflow automation
No limit on requests
Infinite revisions

Strategic business consulting
Bespoke chatbots

Flexible cancellation and pause options

Get StartedBasic ($97/m)

The Bottom Line

Ready to save $30K in overhead, generate 20+ inbound clients monthly, and capture every IRS deadline with AI ?

Book Your Free Strategy Call

🎁 Bonus: When you book your free strategy call with us today, you’ll also get free digital copies of my 3 popular AI business books:

Accelerate or Fall Behind: Why Small + Medium-Sized Businesses Need AI Now (or Go Out of Business Later)
The Unfair Advantage: How Small Business Owners can Use Artificial Intelligence (A.I.) to Boost Sales, Outsmart the Competition and Grow their Dream Businesses without Breaking the Bank
Future-Proof: How to Adopt and Master Artificial Intelligence (A.I.) to Secure Your Job and Career