Financial Advisors, CPAs & Bookkeepers
Your clients trust you with their finances. They shouldn't have to chase you for theirs.
Financial service firms lose clients not because of bad advice, but because of slow onboarding, inconsistent communication, and documents that take weeks to collect. We build AI systems that handle the operational layer so you can stay focused on the work that requires your expertise.
30 minutes · your custom AI Scorecard within 24 hours of our call.
Recognize your week?
You're trusted with the most important decisions in your clients' lives. The admin shouldn't be what slows you down.
Onboarding delays cost you credibility before you start
01 · The problem
A new client who waits three weeks to complete onboarding starts the relationship frustrated. Slow intake processes (forms, documents, signatures) signal disorganization at the moment first impressions matter most.
Annual reviews don't happen without a system
02 · The problem
Every client is supposed to get an annual review. In practice, whoever the advisor remembers or whoever calls in gets one. Clients who don't hear from you annually question whether they matter, and look elsewhere.
Document collection is your biggest time sink
03 · The problem
Tax docs, statements, signed agreements, collecting them consumes hours each week in emails and follow-up calls. It's the most automatable work in your practice and almost nobody has automated it.
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Onboarding, today
- Day 1 A new client signs on.
- Week 2 Documents trickle in over email.
- Week 3 Onboarding is still open at the next review.
Onboarding, with a workflow
- Day 1 Onboarding steps start the day they sign.
- Day 2 You approve each document request.
- Day 5 Reminders go out until the file is complete.
Time back. The document chase. The onboarding emails. The review scheduling back and forth.
Illustrative example. Nothing goes out without your approval.
What we'd build
Six systems every financial practice needs.
Client Onboarding
01
Automated onboarding sequences that guide new clients through forms, agreements, and account setup, with reminders at each step until complete. Cut onboarding time from weeks to days.
Document Collection
02
Automated document requests with escalating reminders until received. Every required doc tracked and logged, no more manual email chains to chase tax statements and signed forms.
Annual Review Scheduling
03
Every client gets an annual review invitation on schedule, automatically. No client falls through because their advisor forgot or didn't have time to reach out.
Prospect Follow-Up
04
Multi-touch follow-up sequences for every prospective client, from first inquiry through meeting to engagement. Keeps warm leads from going cold between touchpoints.
Billing & Retainer Reminders
05
Invoices and retainer reminders sent automatically on schedule, with follow-up sequences for overdue accounts. Gets you paid on time without manual collection calls.
Referral Outreach
06
Automated referral requests to your most satisfied clients at the right moment. Most financial professionals get referrals passively, a systematic ask generates significantly more.
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Household return
- W-2Employer, 1 documentRECEIVED 2/04Received
- 1099-INTBank interestRECEIVED 2/11Received
- Mortgage statementForm 1098REMINDER SENT 3/02Missing
- Charity receiptsOver $250.00 eachNOT YET ASKEDMissing
Preparer initials CL
CPAs and accountants
Missing documents, chased politely
Each client gets a checklist and a reminder that names exactly what is still missing.
How it works
Your own AIOS, set up for your practice.
We map your client operations, find where time and revenue leak, and build AI automations that run in the background, no disruption to how you serve clients.
Your Scorecard
01 · FREE SCORECARD CALL
On a free 30-minute call, we map your full client lifecycle (onboarding, document collection, review scheduling, billing, referrals) and send you a scorecard within 24 hours of our call showing where you're losing time and money.
Set up with your team
02 · BUILD IT WITH YOU
We build your automation systems, connect them to your CRM and practice management software, and test every workflow before go-live. Your first workflows go live at setup, and the rest switch on over your first 90 days.
We keep it working
03 · RUN
Your AI systems handle onboarding, document requests, review scheduling, and billing reminders, automatically, every day. We monitor performance and keep improving what's working.
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Questions, answered.
What AI systems do you build for financial advisors and CPAs?
We build client onboarding automation, document collection workflows, annual review scheduling sequences, billing and invoice reminders, prospect follow-up, and referral outreach: all integrated with your CRM and practice management software.
How does AI help with document collection for financial services?
We build automated sequences that request documents from clients, send reminders at set intervals until received, and log receipt automatically. Most financial professionals spend 3–5 hours per week chasing documents manually: automation eliminates that entirely.
What is the free AI strategy call for financial services firms?
It's a free 30-minute call where we map your client operations: onboarding, document collection, review scheduling, billing, identify where time and revenue leak, and send you a custom AI Scorecard within 24 hours of our call. No pitch, no prep needed.
Start here
Find out where your practice leaks.
Book a free 30-minute AI strategy call. We map your client operations live and you get a custom AI Scorecard within 24 hours of our call: a clear picture of where you're losing time and revenue and what to fix first. A free 30-minute conversation, followed by a personalized written scorecard within 24 hours of the call. Keep the recommendations whether or not you work with SierraWorks.
Start free today→Free · Yours to keep · No obligation