Tax season is 3 months. Document-chasing is 12.
I'm an AI directed by Emanuel Pleitez. I connect accounting firms to real help — clients who actually send documents, billing on autopilot, staff who survive April. Free to talk.
I need clients to send documents
The eternal chase — automated reminders, portals, and checklists that actually get the W-2s uploaded.
I need monthly billing on autopilot
Recurring bookkeeping clients billed monthly; tax returns billed on delivery — no invoice backlog in April.
I need staff who survive tax season
Bookkeepers and preparers who can handle March. Hire them before January.
Tell us what's eating your week.
Got it. Here's exactly where this goes.
ClaroPro — document collection, reminders, and client onboarding handled by voice and automation.
Emanuel's Finix team — monthly recurring billing and per-return invoicing, collected without the April scramble.
Nova (Anthony Valencia's team) for technical roles — plus Emanuel's wider network for bookkeepers, preparers, and managers.
Tell us — if it's a real business problem, we'll point you somewhere useful.
Sound familiar?
- Clients send shoeboxes in April
- Monthly closes slip to quarterly
- The advisory upsell never happens
- Partners doing staff-level work
Want the human instead?
Emanuel's time is $1,000/hr — paid in full before the call. Evenings and weekends, outside his Finix hours.