Stop Doing Work Software Should Do.
Business Automation, AI Integration & Custom Process Development
You didn't start your business to copy-paste between spreadsheets or chase invoices through email threads. We're a CPA-led firm in Moreno Valley that builds the automation, AI agents, and custom tools that run quietly in the background.
If You're Wasting Hours on This, We Can Automate It.
Most owners run operations across six apps and dozens of spreadsheets, moving data by hand. Here's what we hear every week:
⏱ "I'm doing the same task every week."
Pulling reports, sending the same emails, reformatting data — tasks that should be one click are eating 10+ hours a week.
⏱ "My apps don't talk to each other."
Stripe, QuickBooks, your CRM, your scheduler — data sits in silos, you move it by hand, and reports never tie out.
⏱ "Onboarding a new client takes 4 hours."
Engagement letter, intake form, drive folder, calendar invite, follow-up checklist — all manual. You can't scale one client at a time.
⏱ "AI sounds great but I don't know where to start."
How do you plug an LLM into your actual processes without leaking client data or breaking compliance?
⏱ "My team asks the same questions every day."
SOPs live in someone's head, not in a system — so knowledge walks out the door when staff leave.
⏱ "I have data but no insights."
QuickBooks shows P&L, your CRM shows pipeline, but nothing answers "how's the business really doing?" in real time.
Business Automation We Build.
Each engagement is scoped and delivered on a flat-fee quote. Every capability below is paired with something we've actually shipped.
Workflow Automation
Your apps connected so data flows on its own. Built: a Stripe payment marks the invoice paid in QuickBooks, categorizes revenue, and posts a Slack summary — no manual reconciliation.
AI Integration & Agents
LLMs plugged into real workflows. Built: inbox triage that classifies every email, routes it, and drafts a reply in your voice — the owner reads 30 emails instead of 200.
Custom Internal Tools & Onboarding
Dashboards and portals built around your process. Built: client onboarding where one form fires eight actions — engagement letter, e-sign, drive folder, CRM entry, welcome email.
Data Analytics & BI Dashboards
One screen with the numbers that matter. Built: QuickBooks, CRM, and project data combined nightly into a phone-viewable dashboard, replacing logins to four apps.
QuickBooks & Accounting Automation
The tie-in to our CPA roots. Built: bank-feed auto-categorization with anomaly detection, so routine transactions book themselves and only exceptions need review.
Document Automation & SOPs
Templates that populate from your data, plus operations documented out of your head. Built: branded proposal, e-signature, auto-filing and CRM update in 90 seconds.
From "Manual Mess" to "It Just Runs" in 5 Steps.
Most projects launch in 2–6 weeks depending on scope.
Free Discovery Call
30 minutes. You describe what's eating your time; we tell you honestly whether automation makes sense.
Process Audit
We map current versus target state and identify the highest-ROI automations. Free for a first project.
Flat-Fee Proposal
A written scope, timeline, and flat fee. Approve specific phases or the whole thing.
Build & Test
2–6 weeks typical, with weekly demos. You see it working before paying milestones.
Train, Document & Support
Your team trained, SOPs documented, then an optional retainer or a clean handoff.
You're Hiring a CPA Who Actually Codes.
Most automation consultants don't understand financials. Most CPAs don't understand code. We bridge both.
🎯 We Understand the Business, Not Just the Code
An automation that saves three hours but breaks your tax filing isn't a win. We design with your accounting, compliance, and tax positions in mind.
💵 Flat-Fee Pricing, No Hourly Surprises
Agencies bill hourly and watch the meter spin. We scope, quote, and deliver at a flat fee per phase, so you know the cost before we start.
🔒 You Own Everything
All code, workflows, AI prompts, and documentation are yours. No vendor lock-in — we hand over admin access and source files at the end.
⚖️ Vendor-Neutral, and Local
No kickbacks from any tool, so sometimes the answer is "don't automate this yet." Moreno Valley based, with CPA confidentiality over everything we touch.
Honest Answers About Tech Engagements.
Ready to Stop Doing Work Software Should Do?
30 minutes, no commitment — an honest conversation about what's eating your time and whether automation can fix it.
Or email adham@catalyst-cpa.com — we typically reply within one business day.
What Our Clients Say
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Adham Abadier, CPA (CA License #158599) returns calls the same business day.
Free 30-minute consultation · flat-fee quotes · calls returned the same business day