One month. One orchestrated stack spanning bookkeeping, tax, payroll, year-end, audit, and advisory. Your firm leaves running on an AI operating system — not a scattered collection of agents.
System Bootcamp assumes you can already ship a single agent end-to-end. Coming from the Agent Builder Sprint? You're ready. Coming fresh? Start with the AI for Accounting Workshop and Sprint first.
The Sprint gives you the agents. The System gives you the wiring between them — the routing, the shared memory, the handoffs, and the dashboards that turn a pile of automations into a firm that runs itself.
Map every service line into a single operating graph — intake, delivery, review, client comms, and billing. One spine, six service lines on it.
Take existing SOPs — your close checklist, your 1040 prep steps, your PBC list — and convert each one into an agent with inputs, outputs, and a review gate.
Route work between agents and humans automatically. Close status, filing status, run status — one pane of glass for the partner, one queue for every preparer.
Every week ends with a working piece of the firm plugged in. By the end of week 4, the OS is live on real client files — not a demo, not a sandbox.
Map the firm as one graph. Every service line, every handoff.
Convert 10+ existing SOPs into agents. Close, 1040, 1099, payroll run, engagement letter, PBC list.
Wire the agents together. Intake routes into Bk, Bk closes feed Adv, YE feeds Tx, Audit pulls from Bk.
Partner dashboard, staff queues, client-facing status. OS goes live on real files.
Six service lines, one operating system. The System Bootcamp installs the agents on each line and — more importantly — the orchestration layer that makes them behave like one firm.
Shared client memory. Agent-to-agent routing. Human-in-the-loop review gates. Partner dashboards. The wiring that turns the agents above into one firm.
What the firm owner sees Monday morning. One screen. Real-time. Every service line.
Before System Bootcamp, each service line runs independently and the partner is the glue. After, the OS is the glue — and the partner can walk away for a week without the firm stalling.
Reconciliation, variance flagging, and client-ask drafting all run in a chain. Staff review by 9am, partner signs by noon.
Incoming docs land in the right preparer's queue with context. No more "who's handling the Smith file?" Slack threads.
The OS clears the 80% that's routine. The partner reviews the 20% that actually needs judgment. Realization goes up. Hours go down.
Once bookkeeping runs itself, advisory becomes the time you can actually sell. CAS proposals, KPI dashboards, and board decks get packaged and upsold.
PBC lists draft themselves. Workpapers tie out. Inquiries route to the right staff. Busy season stops destroying the firm.
One dashboard. Closes, returns, runs, advisory MRR, realization, review-note rate. Live. Every morning.
By the end of week 4, your firm should be running an orchestrated close on real client files — not a demo. If you're not at Level 5 at week 4, we extend the cohort until you are. No extra cost.
Next cohort starts monthly. 4 weeks. $2,999 one-time.
Sprint gets you to Level 4. System gets you to Level 5 — a firm that runs without the partner holding every thread. One month. $2,999. Real client files by week 4.
Enroll in System Bootcamp