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growmyfirm.ai

CPA firm marketing, hiring and AI front desk

More capacity for your CPA firm.

growmyfirm.ai helps CPA, tax and bookkeeping firms take on more work without adding partner hours. We build three things: hiring systems that answer every applicant the same day, an AI front desk that handles calls and follow-ups, and CPA firm marketing that brings in the clients you want.

Book a 20-minute callGet the free audit

Michigan-based · Bloomfield Hills

Office closedExampleTuesday, March 10
  1. New applicant for Staff AccountantReply sent. Interview booked Thu, 2:00 PM.
  2. Missed call from a prospective clientText-back sent. Consult booked Wed, 10:30 AM.
  3. Return filed for a long-time clientReview request sent. New 5-star review.
Nobody at the deskHire · Free up time · Grow
Example

The problem

Your firm is full. The work keeps coming.

Open roles stay open, phones ring through client meetings, and follow-ups slip. Each one costs billable hours that the partners end up covering.

73%1

of accounting firms say they turn away potential clients for lack of staff.

Capacity

120,000+2

accounting and auditing job openings a year.

Hiring

15–25%3

of first-year salary is what accounting placements typically cost through a recruiter.

Cost
  1. 1Advancetrack, 2026 Accounting Talent Index (via Consultancy.uk) Survey of about 500 firm leaders. Global figure, not US-only. ↩
  2. 2U.S. Bureau of Labor Statistics projections, via Beancount.io BLS figure reported by a secondary source. ↩
  3. 3Floot, How much do recruiters charge ↩

What we build

Three ways to get hours back.

Hire

Example
  1. Job post liveMonStaff Accountant · Google Jobs
  2. New applicant4:12 PMPriya S. · 3 yrs public accounting
  3. Text sent4:12 PM“Thanks for applying. Pick a time to talk.”
  4. Interview booked4:19 PMThu, Mar 12 · 2:00 PM

Open roles get applicants, and every applicant hears back the same day.

Careers pages candidates read, job posts in Google's job search, instant follow-up and scheduling, a referral program, local hiring ads.

How we help you hire

Free up time

Example
  1. Missed call6:40 PM(248) 555-0187 · after hours
  2. Text-back sent6:40 PMSorry we missed you. Want to book a 15-minute consult? Tomorrow has 10:30 or 2:00.
  3. Consult booked6:43 PMWed, Mar 11 · 10:30 AM

Your team stops chasing calls, documents and signatures.

An AI front desk for phones, missed-call text-back, chat and booking, plus client intake, document reminders and engagement-letter follow-up.

How we free up your week

Grow

Example
  1. Return filedMar 14Form 1040 · e-file accepted
  2. Review request sentMar 15“Thanks for trusting us this season.”
  3. New Google reviewMar 15

The right clients find you, including outside tax season.

An advisory-first website, Google reviews and local search, AI-search visibility, off-season client campaigns, and optional Google Ads.

How we help you grow

Try it now

Hear the receptionist. Ask the chat agent.

Listen to a recorded sample call, or ask our chat agent a question. It answers from our own content and declines tax questions politely.

Demo recordingExample
Sample call: booking an annual tax appointmentA staged demo. The AI receptionist, Lisa, calls a client of a fictional firm, Harlow & Cole CPA, to book their annual tax appointment.

This short demo skips the opening line. When we set it up for a firm, every call starts by saying it's an AI assistant.

Read the transcript
Lisa (AI receptionist)
Hi, this is Lisa calling from Harlow & Cole CPA — we wanted to get your annual tax appointment on the calendar before things get busy.
Client
Yea, what's your availability looking like this week.
Lisa (AI receptionist)
I have Tuesday the 14th at 10 AM, or Thursday the 16th at 2 PM.
Client
Ok Thursday works for me.
Lisa (AI receptionist)
Perfect, you're set for Thursday the 16th at 2 PM with your usual preparer. I'll text a confirmation and a document checklist right after this call.

Quick capacity check

per year
/ hr
Hours back
460
Billable value
$80,500
Assumes 46 working weeks.Full calculator, including open roles

How it works

Three steps. The first one is free.

  1. Week 0 · free

    Audit

    We review your website, phones, careers page and intake, and write up where the hours are going.

  2. 2–3 weeks

    Build

    We set up the pieces you choose, written in your firm's voice and following your policies. You approve everything before launch.

  3. Every month

    Run and report

    We keep it running, tune it through the season, and send a short report each month.

Our work

A CPA firm in Bloomfield Hills.

A real client. We rebuilt their website as part of a digital presence transformation. Drag to compare the old site with the new one.

A CPA firm's old website, before the rebuild
The same CPA firm's new website after the rebuild
BeforeAfter
Real client · website rebuild · shown as deliveredSee what we built

AI boundaries

What intake collects, and what it never touches.

Intake gathers what your team needs to book a first conversation. Sensitive documents stay in the client portal you already use. Read the full policy

CollectsNever touches
Name and contact detailsSocial Security numbers or EINs
Firm or business nameTax returns
Service needed: tax, bookkeeping, advisoryFinancial statements
Individual or business, and entity typeBank, card or payment details
Timeline and preferred appointment timePortal or bank credentials
How they heard about youTax advice, of any kind

Questions

What partners ask us first.

No. Both the receptionist and the chat agent say so up front, and route any tax question to your team as a message or a booked call.

Find the hours your firm is missing.

Book a 20-minute call

We'll go through hiring, phones and growth at your firm and suggest where to start. Pricing is scoped on the call.

See open times

Or get the free audit

Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.