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Turn busy-season clients into year-round advisory work.

We help accounting firms grow beyond tax season, with more of the right clients, more advisory work and relationships that last.

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A few ways we support your firm
AI Workflows & Automations Document requests and reminders drafted for staff to send Web + Brand Brand identity Positioning by industry and service line Growth Revenue system Tax clients tracked toward advisory work

Problems we solve for accounting firms.

  1. Revenue is mostly tax and audit work How we solve itAdvisory services introduced to the clients your independence rules allow, through pages, campaigns and CRM stages built for it.Campaigns & lead generation
  2. Your brand doesn’t stand out to clients or candidates How we solve itA site and brand, careers pages included, that show what makes your firm different.Brand identity
  3. Prospects go cold between seasons How we solve itProspects followed up and tracked all year, with partners seeing where each one stands.Revenue system
  4. Document requests and reminders take staff time in busy season How we solve itRequests and reminders drafted from your engagement records, and reviewed and sent by your staff.Workflows & Automations
Built to your requirements

Your firm's professional rules come first.

We build to your requirements and work within your review process, so everything that goes out carries the approval of the person accountable for it.

Review by the right peoplePages, client alerts and proposals route to the attorney, partner or lead accountable for them.
ConfidentialityClient names and matters appear only where your firm has cleared them.
Rules your firm setsAI works from your approved language and policies, with access by role.
A record of every changeWorkflows log what ran, when and who approved it.
Review trail
Year-end document request
  1. DraftedDocument request workflow Mon 9:10 AM
  2. ReviewedTax manager Mon 2:45 PM
  3. ApprovedEngagement partner Tue 9:30 AM
  4. Sent to the clientClient service team Tue 10:00 AM
Why Finovo

Built to support your growth.

You sell trust and relationships, and so do we. We take the growth work off your plate, so you can spend your time with clients.

IndependentNobody pays us to recommend a platform. We recommend what fits.
Enterprise value is the scoreboardWe judge our work by the value it creates for your firm.
You own everything we buildWe earn the next engagement instead of locking you in.
Questions

What professional firms ask before the first call.

Yes. We find the clients who are a good fit for advisory work, always within your independence rules, and help you introduce it in a way that feels natural to them.

Yes. AI drafts document requests and reminders for each client, and your staff simply review and send them, so far less time goes into chasing paperwork.

Yes. We build your whole site to show who your firm is and what it's like to work there, so it attracts great people as well as great clients.

Client names and matters appear only where your firm has cleared them, and AI works from the sources and rules your team approves.

The people accountable for it. Every page, proposal and AI draft routes to the reviewer your firm names and goes out once they approve it.

Whichever fits your firm: a ready-made platform like Anthropic’s Claude Team, OpenAI’s ChatGPT Business or Microsoft 365 Copilot, or a custom layer we build on Dust, Langdock or Glean.

No. We work in the CRM you have, or set up HubSpot, Salesforce or Microsoft Dynamics 365 if you need one, and recommend a switch only when yours can’t do the job. You own the setup, workflows, dashboards and documentation.

You do: the site, the content, the CRM setup and the workflows. Hosting with us is optional.

Let's get to work

Where is your next client coming from?

Tell us where you want to grow, and we'll help you get there.

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