Industries / Accounting, tax and bookkeeping firms
Automation for CPA, tax and bookkeeping firms
We automate the repetitive parts of tax, bookkeeping and close work: chasing documents, keying in figures, tying out balances and building the same reports. Your staff keep the review and the advice, and get back the hours in between.
We work with CPA firms, enrolled agents, tax preparation offices and bookkeeping practices.
Five problems that fill a firm's week, and what we build for each
Chasing clients for documents
The problem Every busy season starts with emails and calls asking for the same W-2s, 1099s and K-1s, and nobody can say at a glance which clients are still missing what.
What we build A request list for each client that tracks what has arrived, sends reminders on a schedule you set and shows your team one view of everything outstanding.
What you get Fewer follow-up emails written by hand, and returns that move to preparation as soon as the last document lands.
Keying in figures by hand
The problem Statements, invoices and receipts arrive as PDFs and scans, and someone copies the numbers into the tax or bookkeeping software one field at a time.
What we build Document intake that reads each file, pulls out the figures and files them where they belong. Anything the system is unsure about goes to a person to confirm.
What you get Staff hours moved from transcription to review, and fewer typos that surface later as notices or rework.
Tying out balances every month
The problem Bookkeeping clients need bank, card and ledger balances reconciled every close, and most of the time goes into lines that match.
What we build Automated reconciliation checks that compare transactions across sources and flag only what does not tie out. It is the same approach Robert uses to reconcile large volumes of billing data in his FinOps work.
What you get Reviewers start from the exceptions, and the close finishes sooner.
Rebuilding the same client reports
The problem Monthly packages, management reports and "where does my return stand?" emails take hours that nobody bills.
What we build Client reports and dashboards that refresh once the books are updated, in the format your clients already expect, plus automatic status updates on open engagements.
What you get Reports that go out on time without a late night, and fewer status emails in your inbox.
Too much work for the team you have
The problem Experienced staff are hard to hire, busy season stretches everyone, and firm know-how lives in a few senior people's heads.
What we build The automations above, plus an AI assistant that answers staff questions from your own procedures, checklists and templates and shows where each answer came from. Robert built a similar assistant for cost analysis that answers with over 90% accuracy.
What you get More capacity from the team you already have, and newer staff who find answers without interrupting a partner.
What a first project looks like
We start with one process. Together we pick the task that costs the most hours, agree on a fixed price and a finish line, and automate it before busy season.
Why Sigmist
Robert holds a master's degree in Accounting and Finance, so the conversation starts in your language. We work with the tools your firm already uses, and we design every automation so client data stays in systems you control.
Questions owners ask
Do we have to change our software?
No. We build around the tools you already use, such as your tax, bookkeeping and practice management software.
Where does our client data go?
It stays in systems you control. We agree on what access we need before work starts, and each automation runs inside your own accounts.
What does a first project cost?
Each project has a fixed price that we agree on before work starts. We set it after a short call about the process you want to automate.
How do you make sure deadlines are met?
Before work starts we agree in writing on the scope, the price and the delivery date. You get progress updates along the way, and if anything puts a date at risk you hear about it early, with a plan to keep it.