--- title: AI Implementation Partner for CPA Firms | PlumoAI description: New bookkeeping clients for your CPA firm, guaranteed. Website, Google, ads and AI outreach that book 10 qualified consultations in 90 days, or 3 months free. url: https://plumoai.com/cpa --- 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. Get my free Growth Audit [Book a 15-minute call](https://cal.com/krishnaoptif/15min) 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 Get my free Growth Audit ## 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 Get my free Growth Audit ### Growth Engine A steady flow of new consultations Recommended $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 Get my free Growth Audit 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. Claim a founding seat ## 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. 1 Kickoff Day 0 - Growth Audit call - Targets agreed - Access shared 2. 2 Setup Days 1 to 14 - Website rebuilt - Google profile set - Ad campaigns built - Target list built 3. 3 Go live Days 15 to 30 - Ads and outreach live - Content goes live - First calls booked 4. 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 ![Krishna Kumar, founder of PlumoAI](/hackerhouse/Krishna.jpeg) 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 We get our clients from referrals. Why do we need this? 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. What if we're too busy during tax season? Will cold email hurt our firm's reputation? Where is your team based? Do you need access to our client data? How much is the ad budget? Can we cancel? ## 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. Full name Firm name Firm website City and state Team size Work email Mobile phone I agree that PlumoAI may contact me about my Growth Audit by email, phone and text message at the number above. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out. Get my free Growth Audit Free. No obligation. You keep the report. Prefer to talk? [Book 15 minutes](https://cal.com/krishnaoptif/15min) ยท [krishna@plumoai.com](mailto:krishna@plumoai.com) Get my free Growth Audit