Billing and invoicing automation for CPA firms typically ranges from $3,500 for foundational setups, like automating recurring client invoices in QuickBooks Online, to $10,000+ for complex integrations involving practice management software and custom reporting. Your investment is fixed price, determined by the intricacy of your existing systems and desired automations. We initiate every project with a complimentary systems audit to precisely scope your needs and provide a transparent cost.
We conduct a thorough audit of your firm's current billing and invoicing workflows, from time tracking in practice management software to final invoice generation and payment reconciliation. This allows us to design a tailored automation strategy that addresses your specific pain points, like manual invoice creation from timesheets or fragmented client billing data.
Our team then builds the custom automation solutions, integrating your existing tools such as QuickBooks Online, CCH Axcess Practice, KarbonHQ, or Ignition to automate tasks like recurring invoice generation, payment reminders, and revenue recognition entries. We focus on creating robust, reliable systems that seamlessly connect your critical financial processes.
We deploy the new automation into your firm's environment, ensuring it functions flawlessly with your existing software and staff workflows. Comprehensive training is provided to your team, empowering them to manage the automated billing cycles and maximize efficiency without disrupting daily operations.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit