AI agents for accounting & bookkeeping firms


Eight AI agents that answer your phone, book the consults, follow up the enquiries that went quiet, and keep your firm visible the rest of the year — plus the website they all run on.

So busy season stops costing you next year's clients.

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About 3 minutes · No call required · No card, ever

  • Your score out of 100
  • Where enquiries are leaking
  • The 3 agents to switch on first
Phone Agent — one month at a professional practiceLive dashboard · not a projection
Calls answered
Appointments booked
%Booking rate
Spam blocked

A Toronto law firm — the same shape of practice as yours: phones, intake, appointments. 87 booked. Total cost to run the agent that month: $ — 52¢ an appointment.

5.0on Google
100+agents running for clients
52¢per booked appointment
10+years serving local businesses

The problem

It's the second week of April and nobody has answered the phone since Tuesday.

  • The new-client enquiry went to voicemail. Twice.
  • The consult never got booked.
  • The review never got asked for — again.
  • The last post on your page is from the last quiet week you had.
  • Every hour spent catching any of it back up is an hour nobody can bill.

None of it is difficult. All of it lands on whoever's least busy — which right now is nobody. And the enquiries you miss in April aren't one-off work you lost. They're recurring fees that never start, compounding quietly against you every year they don't.

See it in action

One missed call, two different outcomes.

A small business owner rings at 6:40pm looking to move firms. Here's what happens now, and what happens with the Phone Agent picking up.

How it goes now

  • Phone rings out. No voicemail — most people don't leave one.
  • You spot the missed number between appointments.
  • You call back. You get their voicemail.
  • They signed with the firm that picked up.

With the Phone Agent

  • Agent picks up and asks what they're looking for.
  • Qualifies it — sole proprietor, year-end coming, behind on filings — and checks your calendar.
  • Books Tuesday 9am and texts the confirmation.
  • You open your calendar to a booked consult, with the details already captured.

The agents

Eight agents. Turn them on one at a time.

You don't switch them all on at once. You start with the one costing the firm the most, then add the next when you're ready.

Calls

Phone Agent

Answers the phone, finds out what the caller needs, and books the consult — evenings, weekends and all through busy season.

Follow-up

Inbound Setter

Answers email, text and social messages in seconds, qualifies the enquiry and books it in — then chases the ones who went quiet.

Local search

Google Business Agent

Keeps your Google listing accurate, posts to it, and replies to reviews — so yours is the firm that shows up nearby.

Posts

Social Media Agent

Writes and publishes your deadline reminders and updates across your accounts, including the ten weeks you have no time to.

Getting found

SEO Agent

Works on your site so the firm turns up when someone nearby searches for an accountant or a bookkeeper.

Google ads

Google Ads Agent

Audits your search campaigns, builds the pages they point at, and shows you what a booked consult actually cost.

Facebook ads

Facebook Ads Agent

Runs your Facebook and Instagram campaigns and refreshes the creative before it stops working.

Reddit ads

Reddit Ads Agent

A channel almost no firm has figured out yet. Subreddit targeting, tracking checks and native creative.

Ask on your call

Two more we don't hand out

An outbound agent that works dormant enquiries, past clients and referral partners — and one that takes over the recurring admin you currently pay someone to do. Scoped on a call, not sold from a dashboard.

How it works

Site first. Then how the firm talks. Then the agents.

In that order, and for a reason. An agent with nothing underneath it produces confident nonsense — which is the last thing you want in front of a prospective client.

  1. 01

    Your website goes up — in a day

    A real build, not a template. We put it up, you refine it yourself afterwards in a builder that works like writing an email. This is the foundation every agent reads from.

  2. 02

    We capture how the firm talks

    One sitting. Your services, the work you take on and the work you turn away, your service area, your tone. Every agent reads it before it says a word, so nothing goes out sounding unprofessional.

  3. 03

    You switch your first agent on

    You turn it on yourself — the accounts are yours, not ours — with us on the call while you do. Tested against real enquiries, with clear rules for what it handles and what it passes straight to a person.

Day 1

Your audit lands. Score out of 100, what's leaking, and the three agents that plug it.

Week 1

Site live. How the firm talks, captured in the same week.

Week 2

First agent on, tested against your real enquiries.

Month 2

You stop checking it. The call got answered while you were in a return.

Receipts

Every number here comes off a live account.

Not projections. Not case studies written after the fact. These are dashboards from accounts running right now — the first two from a professional practice much like yours.

Phone Agent · a law firm49%

of inbound calls booked

  • 178 calls answered
  • 87 appointments booked
  • 53 spam calls blocked
  • $45.50 to run it
Google Ads Agent · same firm$6

cost per conversion

  • $356 managed spend
  • 123 clicks
  • 55 conversions
  • $2.20 all-time agent cost
SEO Agent · six months4–6x

more clicks from search

  • ~25 clicks/day at the start
  • ~105–140 clicks/day now
  • ~5,000 impressions/day
  • Nobody hired to write it
Facebook Ads Agent16

conversions from CA$142

  • CA$142 ad spend
  • 16 tracked conversions
  • Roughly $8.88 each
  • Creative refreshed on its own

46 client sites live right now · 40+ shipped to date · 130k+ visitors across them

Want numbers like these for the firm? Start with the audit.

Get my free audit

5.0 on Google · 8 reviews

Ten years of this before anyone called it an agent.

The agents are new. The people running them aren't. Every review below is on our public Google profile — go and check it.

Working with Paul to build my website was an absolute pleasure. He was professional, communicative, and incredibly skilled from start to finish. Not only did he bring my vision to life, but he also added touches I hadn't even considered.

CMCasey M.
11 months ago

Working with Paul provided me a turnkey solution to support my business. He has helped me to stand out from the crowd in my industry group. I highly recommend reaching out to Paul to make your first impression your best impression possible.

ZDZoom Dealer Trades
Recent

The team at Affinity has been with me since day one! Their level of understanding our needs as a dynamic brick and mortar space really made a difference. Paul worked with us not only in person but manages our site from a distance.

GMThe Good Magpie
A year ago

Since I first met Paul at Affinity Design, I knew I wanted to work with him. I hired him about a year ago to build my website and have been working with him ever since! Affinity Design handles all my marketing needs — SEO, Facebook and Google ads.

CYColour Your Life Paint & Design
A year ago

The team at Affinity Design went above and beyond to bring my web project to life. I am thrilled with the results and would highly recommend them to anyone!

WGWill Gibson
A year ago

Paul provides exceptional service. He has helped grow my business leads and upgraded my website and marketing strategies. Highly recommended.

JJae
A year ago

Paul is very knowledgeable in all things digital marketing. If you need a website or you need to increase your online sales, definitely reach out. You won't be disappointed.

CMChristopher Milousis
A year ago

Paul has been a pleasure to work with. Highly recommend!

GMGabe Monroy
A year ago

Who you'll be dealing with

Two people. Not a call centre.

You'll know both of us by name, and you'll be on a call with us most weeks.

Paul Giovanatto, founder of Affinity Design, in a navy Affinity Design polo shirt

Founder · Builds the agents

Paul Giovanatto

100+agents running
40+sites shipped
10+years

Paul has been building websites and running marketing for local businesses for over a decade — Google, Meta, SEO, the whole stack. When agents got good enough to do real work, he built the eight on this page and put them into live client accounts. We run every one of them on our own business first. The social you see from us is the agent. Our ads are run by the ads agents. We don't sell you anything we haven't installed on ourselves.

David Pineo, client relations at Affinity Design, in a navy Affinity Design polo shirt

Client relations · Your point of contact

David Pineo

100+owners advised
25+sites shipped
10+years

David has spent 10+ years sitting down with owners and working out how the business actually runs — who answers the phone, what happens to an enquiry, where consults go missing between the first call and the engagement letter. He maps your install, keeps it moving, and runs the weekly call. Practical, no lecture. If something isn't working, he's the call you make.

What it costs

$2,000 to $20,000. Where you land comes out of the audit.

The range is wide because the work is. It depends on how many agents you switch on and how much of the lifting you want us doing — your team running them with us behind you, or us running them for you.

You'll want to run the numbers yourself, and you'll do it faster than we could. So here they are to run: the install is a defined, one-time scope. The agents then cost what they consume, itemised. Against that sits the partner and admin time currently going into answering, chasing and posting — none of it billable — and the recurring fee attached to every enquiry that goes to voicemail in April. The agent in the dashboard above booked appointments at 52¢ each; set that against your own average fee and your retention and you have your payback period before we ever speak.

You get your exact number on the call, after we've read your answers, and before you commit to anything. If the payback doesn't clear your own threshold, don't do it.

Running costs for the agents themselves are billed separately and shown to you plainly — you see what each agent is consuming, and it scales with what you actually run. That estimate comes with your audit.

You run them, we're behind you

Done with you

Your site, the agents, the playbooks, and a live call every week where you bring the thing that isn't behaving and we fix it on the call. Best when someone in the firm will own it.

Hands off

Done for you

Full custom site, we install and run the agents against a strategy we build with you. You approve and direct — you never touch a settings screen. Best when you'd rather buy the outcome.

We take 10 installs a month — the install is done with you, not sent to you.

The 30-day install guarantee

Live in 30 days, or we keep working for free until you are.

Your site, your brand setup and your first agent are running inside 30 days — or we carry on at no additional cost until they are.

After that you're on a live call with us every week for as long as you're with us. If an agent isn't pulling its weight, that's what the call is for. We don't do refunds. We do show up.

Your side of it: complete the intake and hand over account access in the first week, and take the actions we map for you. Agents don't produce for firms that never switch them on.

Find out where the firm lands in the range — and what you'd switch on first.

Get my free audit

Honest fit

This is right for some firms and wrong for others.

We'd rather you rule yourself out here than six weeks in.

Right fit

  • Enquiries are coming in and your capacity to answer them is the constraint
  • You'd rather hold your own accounts than hand them to an agency
  • You can hand over account access and actually complete the intake
  • You want to know what's running and why
  • You'll run the payback yourself rather than buy on a feeling
  • Someone in the firm will show up to a call most weeks

Wrong fit

  • Nobody is enquiring yet — agents multiply demand, they don't invent it
  • You want it fully hands-off with nobody on your side reviewing anything
  • You're after a cheap course to watch on your own
  • You won't give access to the people installing your systems
  • You need all eight running on day one

FAQ

The questions firms actually ask.

Will an agent talk to my clients about their file?

No. The agents work the front of the practice — answering, qualifying, booking and following up on enquiries. You set the rules for what an agent handles on its own and what it passes straight to a person, and anything outside those rules comes to you.

What happens in busy season?

That's the point of it. The phone gets answered at 8pm in April the same way it does in August, and the consult gets booked into whatever your calendar actually has left. The enquiries you'd normally lose between February and May are the ones this is built to catch.

How do I justify this against billable hours?

Work it the way you'd work it for a client. On one side: a defined install cost, plus agent running costs that are variable and itemised, so you can see what each one consumes. On the other: the hours your people currently spend answering, qualifying, chasing and posting, none of which go on an invoice — and the recurring fees behind the enquiries that get missed. Whether that clears your hurdle rate is your call to make, not ours to claim, and you can make it before the call.

Does any of this change what the practice is worth?

Two things a buyer looks hard at are recurring revenue and how much of it walks out the door with the partners. Having intake, follow-up and visibility run by systems the firm owns — accounts in your name, not an agency's — moves both in the right direction. We're not going to put a number on your multiple; you'd see straight through it. But it's worth a thought if succession is anywhere on your horizon.

Whose accounts are these?

Yours. Your Google, your ads, your site, your phone number, your numbers. You hold the keys, which is deliberate — it's the opposite of an agency retainer where the accounts leave with the agency.

Do I need to be good with computers?

No. If you can write an email you can run this. We're on the call while you switch the first agent on, and the weekly call is there for anything after that.

How much of my time does it take?

An intake and an access handover in week one, then a call while your first agent goes live. After that it's a weekly call if you want it. Most of the work sits on our side.

Is the website really included?

Yes. It goes up first, in a day, because it's what the agents run on. On the group programme it's a one-page site you expand yourself in the builder. On a done-for-you build we deliver the full custom site and dial it in for you.

What happens after the free audit?

You get a score out of 100, the exact place the firm is leaking work, and the three agents that plug it — in the order to install them, including which ones to skip. Then a call to walk through it. No card, at any point in that.

Your next move

Find out where the enquiries are going.

Answer a few questions about the firm. We'll score it, name what's actually costing you clients, and map the agents that fix it — before you spend a dollar with anyone.

  • Your score out of 100
  • Exactly where you're losing work, quoted back in your own words
  • The three agents that plug it — and the ones to skip for now
  • An honest verdict on whatever you're already paying for
Get my free audit

About 3 minutes · No call required · No card, ever