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The 5 Automations Every Advisory Firm Needs (+ The AI Assistant That Handles the Rest)

If you bill $300/hour and spend just 5 hours a week on admin — that's $78,000/year gone. This guide gives you the exact systems to get it back.

The $36K math — why 5 hours of weekly admin is costing you $78K/year

SMS vs. Email: leverage 98% open rates instead of fighting for 20%

Copy-and-paste email + SMS templates for reminders, onboarding & follow-ups

Reduce no-shows by 30-50% with a simple appointment reminder sequence

The AI chatbot + missed call text back system (78% buy from whoever responds first)

BONUS: The smart review system that fills your Google profile with 5-star reviews

Built for CPAs & accounting firms who'd rather serve clients than chase admin.

The 5 Automations Every Advisory Firm Needs Guide

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