For Accounting and CPA Firms
Reduce Repetitive Client Intake, Document Chasing, and Status Updates.
Campbell Workflow helps accounting and CPA practices improve client intake, document collection, appointment scheduling, reminders, recurring correspondence, and reporting workflows.
The Repetition
Work that comes back every week.
- Client intake collected differently each time
- Documents chased by email one client at a time
- Deadline reminders sent manually
- Status questions arriving during the busiest weeks
- Recurring correspondence rewritten from scratch
- Internal task assignments tracked informally
- Follow-up on unresponsive clients slipping
- Recurring reports assembled by hand
What Can Be Automated
Workflows that can run consistently.
- New-client intake
- Document-request reminders
- Appointment scheduling
- Deadline reminders
- Standard correspondence
- Client status updates
- Internal task notifications
- Recurring reporting
- Review requests
- Follow-up sequences
What Remains Human
Decisions that stay with your people.
- Tax advice
- Financial judgment
- Filing decisions
- Compliance decisions
- Client-specific recommendations
- Final approval of financial communications
Example Workflow
How one process can run.
New engagement started → intake collected → document checklist issued → reminders scheduled → preparer notified → client status update sent → deadline reminder issued → activity recorded.
The Engagement
A free review first, then paid implementation.
Stage 1 — Free
Free AI Workflow Review
We review and map one repetitive process in your business at no cost. Campbell Workflow identifies where time is being lost, which steps can be automated reliably, and which decisions should remain under human control. There is no charge and no obligation to proceed with implementation.
- A free discovery call to confirm fit
- A process-mapping session
- Review of one repetitive business process
- Identification of delays, duplication, and manual work
- Written findings
- Recommended automation plan
- Identification of steps that should remain human
- Provided at no cost, with no obligation to proceed
The review produces written findings, an improved process map, recommended automation steps, a verification checklist, and a fixed implementation proposal. The free AI Workflow Review covers one clearly defined repetitive business process. Larger reviews involving multiple departments, processes, or systems may require a separate written agreement.
Stage 2 — Paid
System Implementation
If you choose to move forward, Campbell Workflow provides a written implementation proposal outlining the recommended system, project scope, deliverables, timeline, responsibilities, and price. Implementation begins only after the proposal is approved and the required deposit is paid.
- Workflow construction
- Account and system configuration
- Integrations
- Email and messaging setup when applicable
- Testing
- Error handling
- Documentation
- Staff instructions
- Launch support
- Separately quoted based on scope
Implementation is the paid service and is quoted separately based on scope and complexity. Ongoing monitoring or support may require a separate agreement.
Questions
Questions people ask.
Get Started
Start with one process.
The discovery call and AI Workflow Review are provided at no cost. If you decide to proceed, system implementation is quoted separately and begins after the written proposal is approved and the required deposit is paid.
Or call (646) 667-4878 or email larry@campbellworkflow.com
Request a Review
Tell me what your team repeats.
Send a short note and Campbell Workflow will respond within one business day.
Please do not submit confidential client, patient, borrower, financial, legally privileged, or other sensitive information through this form. Secure information-sharing arrangements can be discussed after the initial consultation.