Expand Your Firm’s Capacity with AI-Powered Marketing & Sales Agents
CPA firms aiming for growth often hit a ceiling—not because of a lack of opportunity, but because of limited capacity. That’s where AccountingCMO’s AI Agent solutions come in. We help firms deploy always-on digital agents that extend your team’s reach, automate repetitive marketing and sales tasks, and surface the right leads at the right time. These intelligent systems don’t replace people—they multiply your efforts and make your growth strategy more efficient and effective.
The Problem– and How Our AI Agents Solve It
AI Agents
Many CPA firms struggle with inefficiencies in marketing and sales. Leads go untracked, follow-up lacks consistency, and manual outreach rarely drives meaningful results.
We implement and optimize agents that:
- Monitor buyer intent signals across your website, email, and CRM
- Automate personalized outreach to the right contacts at the right moment
- Qualify leads based on real engagement—not just form fills
- Turn website activity into actionable intelligence for your team
- Align sales and marketing with shared, real-time visibility
Build Your Digital Workforce: AI Agents That Drive Growth
Discover where automation creates the most value—then deploy AI agents that save time, boost conversion, and scale with your firm.
Digital Workforce Blueprint
We conduct a comprehensive AI Readiness & Impact Review—mapping your key workflows, pinpointing automation opportunities, and designing a phased implementation roadmap tailored to your firm’s goals and tech stack. This sets the strategic foundation for AI integration across the business.
Agent Implementation
We turn your AI blueprint into action—fast.
Our team partners with developers to build and launch AI agents that do the work: qualifying leads, following up automatically, and surfacing real-time insights. Each agent is engineered to boost productivity, reduce manual effort, and drive measurable ROI—without disrupting your core systems.
Performance Monitoring & Optimization
After deployment, we provide ongoing support to optimize agent behavior, track impact against defined KPIs, and train your team to scale adoption with confidence.
Use Cases for CPA Firms
Sales Teams
Marketing Teams
What Firms Say About Partnering with AccountingCMO
Here’s how clients describe the value of working with AccountingCMO to lead their marketing function with clarity, structure, and results.
“Chad was spearheading an innovative sales enablement project to support hundreds of advisors resulting from a rapid growth spurt. He had the creative vision to automate best- practice persuasion methodology with approved corporate messages via a proven software platform. I found Chad to be open minded, creative and nibble in bringing new tools to the table in order to achieve excellent marketing and business development results that greatly improved his organization. I believe he will shine as an asset at any company he is employed.”
Shawn Johnson
AI CX Strategy & Consulting
AccountingCMO helped us identify and eliminate redundancies and areas of weakness in our strategies, making us more efficient and effective. Their ability to see the bigger picture, while honing in on the details is a rare combination. Their insights left a lasting impact on the firm If you’re looking for someone who can elevate your marketing efforts and drive growth, they are the professionals to trust.
Brian Corby
COO
Barone Defense Firm
“I brought Chad into my client to bring clarity, momentum, and strategic focus to our marketing efforts. He translated complex service offerings into compelling marketing campaigns. A true synergy was created between yorCMO and Sales Xceleration, which gave the client’s sales team the tools and messaging needed to drive real conversations with potential new customers.”
David Jones
President
Sales To Innovation LLC
“Working with Chad across multiple clients has been both productive and energizing. We’ve had the opportunity to collaborate on several projects, and each time, Chad brings clarity, focus, and a deep understanding of what drives real marketing results. His strategic mindset pairs seamlessly with our digital efforts, and together we’ve been able to move the needle in meaningful ways. Beyond the strategy, Chad is simply great to work with: always thoughtful, always approachable, and always focused on doing what’s best for the client.”
Matt McGinnis
COO
RivalMind
“Chad’s a smart, strategic marketer who just gets it. He has a great way of cutting through the noise and helping you focus on what really moves the needle. Every time we are together, I walk away with new ideas, better direction, and more confidence in our approach. He’s easy to collaborate with, sharp in his thinking, and always brings value to the table.”
Patrick O’Donnell
Fractional VP of Sales
SalesXceleration
“I had the pleasure of working with Chad Person during my tenure as the Director of Sales at the CPA Firm I worked for in 2024 and 2025. During that time, Chad’s expertise and strategic vision were instrumental in transforming our marketing, leads management and overall sales strategy.”
Jeremy Pratt
Sales Director