AI Implementation Partner for US CPA & Accounting Firms
New bookkeeping clients for your firm. Guaranteed.
We run your website, Google presence, ads and AI outreach, then book qualified consultations straight into your calendar. 10 in your first 90 days, or the next 3 months are free.
Free. No obligation. You keep the report.
14 days
from signing to live
10
qualified consultations in your first 90 days
3 months
free if we fall short
Is ChatGPT sending your clients to the firm down the street?
Business owners now ask ChatGPT, Claude, Gemini and Google Maps to find a bookkeeper. If your firm doesn't come up, the call goes to someone who does. Your free Growth Audit shows exactly where you stand.
- Which firms ChatGPT, Claude and Gemini recommend in your city, and whether you're one of them
- Your Google Maps rank and reviews against the top 3 firms near you
- What's stopping your website from turning visitors into consultations
- A 90-day plan to fix it, written for your firm
Two plans. One setup fee. No long contract.
Built for US CPA and accounting firms with 5 to 25 people that offer bookkeeping or CAS and want more monthly retainer clients without hiring a marketing team.
Get Found
More inbound enquiries
$599/month
- New website with a bookkeeping/CAS page and online booking
- AI chat assistant that books consultations 24/7
- Google profile, weekly posts and review requests
- AI search visibility (ChatGPT, Claude, Gemini) and local SEO
- 8 LinkedIn and Facebook posts a month, approved by you
- Monthly report
Live in 14 days or your first month is free
Growth Engine
A steady flow of new consultations
$1,299/month
- Everything in Get Found, plus:
- Paid ads on Meta, Google and more, managed for you
- Target client list, verified and refreshed monthly
- AI outreach from separate sending domains
- Replies screened, consultations booked into your calendar
- 12 posts a month, including LinkedIn posts in the managing partner's voice
- Shared lead tracker for every prospect and call
- Monthly results call
10 qualified consultations in 90 days, or months 4 to 6 are free
One-time setup: $1,499 on either plan. 3-month starting term, then month to month. Ad spend is charged at actual cost, with no markup.
A $400/month client is worth $4,800 a year. At founding pricing, closing 3 of our 10 guaranteed consultations pays for your first year.
Founding Firm Offer
First 25 firms. Sign by December 15, 2026.
$999
setup, instead of $1,499
$999/mo
Growth Engine, instead of $1,299, locked for 12 months
1:1
monthly results calls with Krishna Kumar, the founder
Why only 25: every firm gets a real strategist, so we cap the intake. Why December 15: so your engine is live before January, when businesses start the year looking for a new accountant.
10 qualified consultations in 90 days, or the next 3 months are free
On Growth Engine, we book at least 10 qualified consultations for your firm in your first 90 days. If we fall short, months 4, 5 and 6 carry no monthly fee, and we keep working until we hit 10.
What counts as qualified
A call or meeting that actually takes place with a business owner who:
- is in the area or niche you chose at kickoff
- needs a service you offer: bookkeeping, CAS, tax or advisory
- meets the minimum size you set, for example $250k+ in annual revenue
We guarantee meetings, not signed clients. We control who gets in front of you. Turning them into clients is your expertise.
Full guarantee terms are in your proposal.
How it works
- 1
Kickoff
Day 0
- Growth Audit call
- Targets agreed
- Access shared
- 2
Setup
Days 1 to 14
- Website rebuilt
- Google profile set
- Ad campaigns built
- Target list built
- 3
Go live
Days 15 to 30
- Ads and outreach live
- Content goes live
- First calls booked
- 4
Optimize
Days 31 to 90
- Weekly tuning
- Monthly review
- More calls booked
Day 90 scorecard: 10 or more qualified consultations and you continue month to month. Fewer, and months 4 to 6 are free while we keep working.
Beyond growth: AI for the rest of your firm
Growth is where we start. Add any of these on either plan, when you're ready.
AI receptionist
Answers calls 24/7 and books consultations, so no tax-season call is missed
From $299/month
Client intake and documents
Onboards new clients, collects documents and chases what is missing
Custom quote, after a free AI audit
AI accounting assistant for your clients
Answers revenue, expense and cash questions from QuickBooks or Xero, on authorized data
$500 per client, one-time, paid by your client. Your firm keeps $200.
Custom AI Employees
Any repeat work in your firm, built and run on PlumoAI
Custom quote, after a free AI audit
Your AI Implementation Partner
PlumoAI Inc. is a Delaware company led by founder Krishna Kumar (18+ years in data and AI, ex-American Express). Before PlumoAI, he founded KDataScience Solutions Pvt. Ltd., an AI agency that has served 200+ businesses since 2017.
How we deliver
AI Employees do the research, writing and outreach. Our team reviews everything, on your hours, from our operations center in India.
Client data protected
Growth work never touches client files, tax returns or accounting systems. Any AI that does uses only data you authorize.
You own everything
Your website, domain, content and lead data stay yours, even if you leave.
PlumoAI is our AI Employees platform. We use it to set up and run everything for your firm, with our human team working alongside the AI Employees on every account.
Questions firms ask us
Referrals don't arrive on your schedule or in the niche you want. This fills the gaps with clients you choose. And referrals check your Google profile before they call.
See what this looks like for your firm
Get your free Growth Audit. We'll show you how you show up on Google and in AI tools like ChatGPT, Claude and Gemini against the top 3 firms near you, and what we'd do in your first 90 days.
Prefer to talk? Book 15 minutes ยท krishna@plumoai.com