Web4Guru runs the work around the work — document chase, client comms, deadline reminders, advisory prep — so your firm bills for thinking, not chasing. Built for solo CPAs, EAs, bookkeepers, and firms under ten people.
Web4Guru is best for accounting firms that want AI to handle client comms, document chase, and tax-season ops without hiring more staff.
Tax season eats Q1 and Q2. The other quarters get eaten by document chase, deadline reminders, and clients who forget what you asked for last week.
You are paying senior rates for senior thinking, then giving most of those hours to admin, intake, and follow-up. Bookkeepers, CPAs, and EAs all hit the same ceiling: capacity, not pricing.
Hiring is brutal. The labor market for qualified accounting staff is a knife fight, and the work that piles up while you search is the same work that drove your last hire to leave.
We build the document checklist per client, send the personalized request emails, chase missing items weekly, and stage everything in Drive or SharePoint so January is paperwork — not panic.
Quarterly updates, deadline reminders, plain-English explanations of new tax rules. Drafted for your review, sent on schedule, signed with your name.
Outstanding items tracked per engagement. Polite follow-ups go out on the cadence you set. You see the replies, not the silence.
Before each advisory or planning call, you get a one-page brief: latest financials, outstanding items, three recommendations worth raising. Your call goes from prep-heavy to drop-in.
Post-close review requests, referral thank-yous, a public intake page with engagement letter and document upload — so the next client never has to wait for your inbox.
Every Web4Guru engagement runs on Blackbox — our AI executive-team product, the same one we use to operate our own firm. You get the platform, the playbook, and a partner who is using it on themselves every day. When you outgrow our managed service, the workspace is yours to keep.
A 30-minute intro call. We map your firm's friction points, show you what we'd automate first, and tell you honestly whether we're a fit.