Stop Doing Work Software Should Do.
Business Automation, AI Integration & Custom Process Development
You didn't start your business to spend nights copy-pasting between spreadsheets, chasing invoices through email threads, or manually generating reports. We're a CPA-led firm in Moreno Valley that builds the automation, AI agents, and custom tools that quietly run in the background — so your team focuses on the work that actually grows the business.
If You're Wasting Hours on This, We Can Automate It.
Most small business owners are running their operations with 6 different apps, dozens of spreadsheets, and a lot of manual copy-paste between them. Here's what we hear every week:
⏱ "I'm doing the same task every week."
Pulling reports, sending the same emails, updating the same spreadsheet, reformatting data — tasks that should take a button click are eating 10+ hours per week.
⏱ "My apps don't talk to each other."
Stripe, QuickBooks, Shopify, your CRM, your scheduling tool — data lives in silos. You manually move it. Things slip through the cracks. Reports never tie out.
⏱ "Onboarding a new client takes 4 hours."
Engagement letter, intake form, drive folder, project setup, calendar invite, intro email, follow-up checklist — all manual. You can't scale a business one client at a time.
⏱ "AI sounds great but I don't know where to start."
You hear ChatGPT and Claude can transform business workflows. But how do you actually plug them into YOUR processes safely? Without leaking client data? Without breaking compliance?
⏱ "I bought 5 tools, half are unused."
Software sprawl. Subscriptions you forgot about. Tools that overlap. Features no one trained your team on. Cost goes up, productivity doesn't.
⏱ "My team asks the same questions every day."
"What's our process for X?" "Where's the template for Y?" "How do we handle Z again?" SOPs exist in someone's head, not in a system. Knowledge walks out when staff leaves.
⏱ "I have data but no insights."
QuickBooks shows P&L. Your CRM shows pipeline. Your ops tool shows tasks. But you have no single dashboard answering "how's the business REALLY doing?" in real time.
⏱ "My CPA gives me numbers but not strategy."
Most CPAs hand you a tax return and disappear until next year. You need someone who can ALSO automate your operations, not just file your forms. That's us.
Nine Capabilities. One Goal: Your Time Back.
We don't sell "automation" as a buzzword. Each engagement is scoped, scoped, and delivered with a flat-fee quote. Pick the capabilities you need — or let us audit your business and recommend.
Workflow Automation
Connect your apps so data flows automatically: a sale in Stripe creates an invoice in QuickBooks, a new lead in HubSpot triggers an email sequence, a paid invoice posts to your accounting and notifies your team in Slack.
Custom Internal Tools
Dashboards your team actually uses, client portals that replace 20 emails, lightweight CRMs that fit YOUR sales process — built around your business, not the other way around.
AI Integration & Agents
ChatGPT, Claude, and other LLMs plugged into your real workflows: AI that drafts client emails in your voice, summarizes meetings, classifies invoices, answers FAQ from your docs, or runs research while you sleep.
Process Documentation & SOPs
Get the operations out of your head and into a system. We build SOPs your team can actually follow, with checklists, templates, and trigger points — so the business runs the same way whether you're there or not.
Software Selection & Implementation
Stop buying tools that don't fit. We evaluate options with you, negotiate pricing, run the implementation, train your team, and migrate your data — vendor-neutral advice from someone who's not getting a kickback.
Data Analytics & BI Dashboards
One dashboard with the numbers that actually matter to YOUR business. Revenue, pipeline, AR aging, gross margin by service line, churn, utilization — updated in real time, viewable on your phone.
QuickBooks & Accounting Automation
The tie-in to our CPA roots: automatically book transactions, reconcile bank feeds, generate management reports, and connect QuickBooks to your other systems. Less manual data entry, fewer reconciliation errors.
Document Automation
Stop typing the same proposals, contracts, and reports. We build templates that auto-populate from your data — engagement letters, client reports, invoices, e-sign workflows, branded PDFs — on demand.
System Integrations
The custom-API stuff: when off-the-shelf integrations don't exist, we build them. Connect any two systems via API, webhook, or scheduled sync — so your data lives in one place and stays in sync.
Real Automations We've Built.
Concrete examples to make this less abstract. Each one took 1–3 weeks to deliver and saved the client 5–15 hours per week ongoing.
New Client Onboarding (4 hours → 5 minutes)
One trigger fires off 8 actions. Used by tax/CPA practices, consultants, agencies.
Stripe → QuickBooks → Slack Chain
No more manual reconciliation. Books update in real time. The team sees revenue land.
AI Inbox Triage
Owner reads 30 emails instead of 200. AI drafts replies in your voice. Approve and send.
Real-Time KPI Dashboard
Owner checks one screen instead of logging into 4 apps. Numbers refresh automatically every morning.
Document Auto-Generation
Proposal sent in 90 seconds instead of 30 minutes. Consistent branding. No mistakes.
AI Knowledge Base for Staff
New hires get up to speed faster. Senior staff stop answering the same 50 questions.
Automated Bank Reconciliation
Routine transactions book themselves. Only the exceptions need human review. Books always current.
Lead-to-Close CRM Pipeline
Replaced manual lead chasing. Sold $X in pipeline in the first 30 days from automation alone.
From "Manual Mess" to "It Just Runs" in 5 Steps.
Most projects launch in 2–6 weeks depending on scope. Here's exactly what to expect.
Free Discovery Call
30 minutes. You describe what's eating your time. We listen, ask the right questions, and tell you honestly whether automation makes sense.
Process Audit
We look at your existing tools and workflows. Identify the highest-ROI automations. Map current vs. target state. Free for first project.
Flat-Fee Proposal
You get a written scope, timeline, and flat-fee quote. No hourly surprises. Approve specific phases or the whole thing — your choice.
Build & Test
2–6 weeks typical. Weekly demos. You see it working before paying milestones. We test edge cases. Your data stays with you.
Train, Document & Support
Your team gets trained. SOPs documented. Optional monthly retainer for ongoing tweaks & new automations — or a clean handoff. You decide.
You're Hiring a CPA Who Actually Codes.
Most automation consultants don't understand financials. Most CPAs don't understand code. We bridge both — which means automations that actually move the needle on your numbers, not just your task list.
🎯 We Understand the Business, Not Just the Code
An automation that saves 3 hours but breaks your tax filing isn't a win. We design with your accounting, compliance, and tax positions in mind. Few firms can say that honestly.
💵 Flat-Fee Pricing, No Hourly Surprises
Other agencies bill hourly and watch the meter spin. We scope, quote, and deliver at a flat fee per phase. You know what it'll cost before we start.
🔒 You Own Everything
All code, workflows, AI prompts, dashboards, and documentation are yours. No vendor lock-in. We hand over admin access, source files, and complete docs at the end.
📍 Local: Moreno Valley & Inland Empire
You can sit across the table from us. Your data doesn't go to a 5,000-mile-away vendor. CPA confidentiality applies to everything we touch — not just your numbers.
🚀 Cross-Selling From Strength
Our QuickBooks cleanup, tax planning, and bookkeeping clients see automation as a natural next step. We can do all of it under one roof — or just the part you need.
⚖️ Vendor-Neutral Advice
We don't get kickbacks from any tool. We pick what's right for YOUR business. Sometimes that's Zapier; sometimes it's custom code; sometimes it's "don't automate this yet."
Vendor-Neutral, Picked for Fit.
We don't push specific platforms — we pick what's right for your stack and budget. Here's a sampling of what we've built with.
Local + Remote Across Southern California & Beyond
Headquartered in Moreno Valley. In-person available across the Inland Empire, Riverside County, Orange County, and Los Angeles. Remote engagements supported nationwide.
Honest Answers About Tech Engagements.
Ready to Stop Doing Work Software Should Do?
30 minutes. No pressure. No commitment. Just 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.