Hey ,
Quick note for a Sunday morning.
An accountant on my list booked a consult with me this weekend — Saturday night, 12:17 AM. Sole proprietor in South Florida, 9 years in business, studying for her CPA. She’s not slow. She’s exactly the kind of operator who’s quietly worried that Intuit Assist baked into QBO + Pilot/Bench scaling is about to undercut her bookkeeping fees.
She’s right to be worried. But she’s planning to do something about it.
Here’s what I do for accountants like her:
A 2-hour 1-on-1 AI Business Training — done on YOUR QuickBooks, YOUR email, YOUR client list.
Three things you walk out with:
1. Cited tax research in 90 seconds instead of 45 minutes digging through IRS pubs. The AI flags anything it isn’t 100% sure about — your malpractice shield.
2. A client-onboarding kit that drafts itself when a new prospect lands. Personalized email, intake form, engagement letter — all in your voice.
3. A content engine. You’ve got years of war stories. Publish 1 every 2 weeks on LinkedIn and you stop relying on referrals.
Pricing:
Or skip the call and lock your seat ($298):
https://buy.stripe.com/28EdR8fv01JR7Y89wieIw02
If AI isn’t a fit for your practice this year, just delete this. No follow-up.
Eddy Morillo
NeedAWebNow.com | 786-426-4902
P.S. The accountant who booked Saturday night didn’t get a cold email from me. She found my AI Training page on her own. If she’s moving fast enough to book at 12:17 AM, your clients’ competitors’ accountants are moving too. Don’t be the one explaining why your fees went up while their AI-assisted CPA’s didn’t.