You're already their advisor. You're just not getting paid for it.
Hire Keaton, the AI advisor that runs the year with every client, not just their books: a Business Review, a 12‑month plan, and someone to call at 9 p.m. Under your firm's name, with your firm making the big calls.
Press play: that's Keaton talking. It's an AI, not a person. Every number comes from the client's books. ACME CPA and its clients are fictional
What changed at their firms.
Not another bot on their books.
Plenty of tools answer a question about the numbers. An advisor does the work between the questions.
Every week it reads their books and raises what moved, before they think to ask.
Every conversation, every number, every step it agreed, and it follows up on each one.
Their goals, their 12-month plan, and every area of the business scored against their own trade.
Tax, borrowing, hiring and the big calls go to your firm. Every time.
Here's where the unpaid hours go.
Your best clients already lean on you between returns. It eats your evenings, it never shows up on an invoice, and you still can't give every client the attention they need.
Your clients' questions don't keep office hours
- A "quick question" at 9 p.m. turns into an hour you never bill.
- Your advice goes out on a call, and nobody checks it got done.
- The advisory work you'd love to sell sits there. Nobody has the hours.
- They see you once a year, and wonder what they pay you for.
- It takes the quick questions, any time, straight from their books.
- Every step gets a date, and once it's due, it asks how it went.
- Every week it brings you the advisory work worth proposing.
- Your firm is in their corner all year, under your name.
You keep the relationship and the judgement. It does the hours.
To your clients, your firm just hired an advisor: Keaton.
Built from their books and a conversation. A 12‑month plan across every area: cash, margins, customers, people, and what the business is worth. All under your firm's name.
Revenue up 18%, and cash runs short in six weeks
Nine areas of the business, each scored against its own trade. Strong enough is 4 or more.
Cash first, then margins
What to do each month, and why it comes before the next thing.
The plan, one page at a time
Each one turns a step of the plan into decisions written down, filled in from their books where it can be.
Keeping the mechanical systems in this valley running through February.
Keaton is your firm's first AI hire.
It doesn't replace anyone at your firm. It takes the 9 p.m. questions, the follow-ups and the first look at every client's books, so your people spend their hours on the work clients pay for. And it spots what they'd miss: the margin that's slipping, the customer paying a little later every month.
Your clients will soon expect an advisor who picks up at 9 p.m. The only question is whose name is on it.
It doesn't just tell them. It shows them.
Your client asks out loud. Keaton answers from their own books, and their page moves with the answer: the figure it means, the month it means, the chart redrawn while they watch. Nobody from your firm is on the line: it's Keaton, their AI advisor, on their own screen, whenever they ask. Big decisions go to your firm.
Your firm's name, at your firm's address. Coming soon
It holds a real conversation, too. They can cut in, change the subject, or ask it to explain again.
From invite to first call, you stay in charge.
It keeps everyone on track. Including you.
Tax, borrowing, pay, hiring, leases, anything legal and big spends come to your firm. It helps your client get ready for that conversation; the go-ahead is always yours. You can switch Keaton off for any client.
What to do, why, and when. The next time they open Keaton, it asks how it went.
Waiting on you: Harborview asked about signing a new lease, this morning.
You choose the clients
Nobody meets Keaton until your firm invites them.
You see every conversation
Read what was said, or open any client's portal and see exactly what they see.
Your name comes first
To your clients it's Keaton, from your firm. We never contact your clients ourselves.
Same client. Same books. A bigger fee they're glad to pay.
Most firms already charge by the month. The hard part is justifying a bigger number. This is what justifies it.
- Monthly books
- Year-end return
- Questions by email, when you can get to them
They see a cost.
- Everything in today's package
- A Business Review: their whole business scored, area by area
- A 12-month plan: what to do each month, and why
- Keaton, their AI advisor, any hour, that knows their books
- Their books read every week, with a heads-up when something moves
- You, for the big decisions: tax, borrowing, hiring
They see someone in their corner.
Every client starts with a Business Review under your name. Give it to them or charge for it: your call. Either way, it makes the case for the new price in their own numbers.
Example prices and figures; every one is yours to set. For bookkeepers, tax and CPA firms, and fractional CFOs. Your clients pay you directly, and we never take a cut.
Get paid for the advice you already give.
A short, practical book for firm owners by Marc Howard. He writes for Accounting Today, hosts the Pitch Your Firm podcast, and has helped over 400 accounting practices with pricing, valuation and growth.
Inside, you'll discover:
- The "quick question" you answer for free every week, and the one sentence that turns it into a monthly fee.
- Why your best advisory clients are already on your books, and the five signs that show you which ones.
- The one thing you must never say the first time you charge for advice. It's the most natural thing in the world, and it sets your price to zero.
- How to price advice so clients weigh it against what it saves them, not against your hourly rate.
- The three-part offer boutique firms use to turn a once-a-year client into a year-round one.
- The word-for-word conversation that gets a "yes" without sounding like a sales pitch.
- The quiet mistake that makes clients ignore good advice. (It isn't the advice.)
- How to tell, before you start, which clients will pay for advice and which never will.
- Your first 90 days, week by week, so your first five advisory clients stay past month three.
- How AI lets you be in every client's corner all year, even in the middle of April.
Every business owner deserves someone in their corner. Make it your firm.
Try it on clients you know first: run their Business Review yourself and talk to Keaton as if you were them. Nobody is contacted until you invite them.
No subscription · Pay as you go · No contractHow much does it cost?
Pay as you go, with nothing to join: no subscription, no contract, no minimums. You pay for each Business Review and for each month a client is using Keaton. You set what your clients pay, they pay your firm directly, and we never take a cut. We'll walk you through the numbers on a demo.
Who is it for?
We bring on a small number of firms at a time and review each one first, so every firm we take on gets our full attention.
- You do the books or the taxes for small businesses on QuickBooks Online
- Your firm is 1 to 25 people, solo practices included
- Clients already call you with "quick questions"
- You want advisory revenue without hiring advisors
- You'd rather grow revenue per client than chase new ones
- You're a larger firm with its own advisory department
- Your clients are mostly individual tax returns
- Your business clients don't use QuickBooks Online
- You don't want to talk to clients between tax seasons
Will it make things up?
It's built not to. Every figure it gives comes straight from their books, and when it can't find one, it says so instead of guessing. Tax, borrowing and the big decisions go to your firm, not to Keaton. If their books need cleanup first, you'll see that before you invite them, and their plan starts with your firm bringing the books up to date.
Is their data safe?
It only reads their books and never changes them. The QuickBooks connection is stored encrypted, and disconnecting a client deletes what was read from their books.
Do we have to replace anything?
No. It reads QuickBooks Online and learns from its conversations with your clients. Everything else your firm uses stays as it is.
Does it overlap with our practice management or client portal?
No. It works alongside them, like a colleague who takes care of the advice. Client requests, documents and deadlines stay with your team and your tools.
How secure is it?
Two-factor sign-in for your team, read-only and encrypted access to their books, and built to SOC 2 standards. Our SOC 2 audit with an independent CPA firm is scheduled.
Will my clients know it's AI?
Yes. Keaton's page says it's an AI working for your firm, and Keaton tells them if they ask. Everything else carries your firm's name.
Do I keep my clients?
Yes. We never contact your clients outside your firm's name, and you can switch Keaton off for any client, any day.
Who built Keaton?
Marc Howard. Marc writes for Accounting Today, hosts the Pitch Your Firm podcast, and has helped over 400 accounting practices with pricing, valuation and growth. Keaton is how a firm your size gets paid for the advice it already gives, all year, without adding a partner. He wrote Paid to Advise on the same idea.