GrowXFlow · Claude for CPA & advisory firms
We build your Claude OS.
Teams execute. Leaders see ROI.
Launched in 15 days. Period.
We turn Claude into a live AI operating system built around how your firm actually works: engagement letters, client onboarding, and the handful of workflows that eat every week. It learns your firm once, so every partner and associate works from the same context, while leadership gets clear, workflow-by-workflow visibility into time saved and ROI.
Your firm's Claude operating system
See it in motion
One shared workspace that already understands your firm and your clients - no re-explaining, no starting from scratch.
The problem
The problem isn't Claude. It's the blank slate - too many chat sessions - and it hits every partner and associate at your firm.
Every person, every conversation starts from zero. Context gets re-pasted, output is generic and inconsistent across people, and the firm never builds a shared system. The missing layer is shared context plus structure. A busy firm shouldn't have to build that themselves, so we do.
→ Book a discovery callThe buildout
A fully configured Claude workspace, built and handed over.
Projects setup
Structured Claude Projects per service line or engagement type, so everyone works from the same context.
Knowledge files
Your firm encoded once: fee schedules, engagement letter templates, client onboarding checklists. This kills the blank slate for everyone.
State files & trackers
A living tracker of open engagements, deadlines and decisions, so the firm knows where things stand.
Connected tools
Privacy-safe access to Gmail, Drive, Slack, Notion, calendar. Real client data, no copy-paste.
SOPs packaged as Skills
Your top 5 recurring workflows (onboarding, engagement letters, reviews), run the same way by anyone, every time.
Decision frameworks
How your team makes recurring calls, encoded. Claude recommends, your team decides.
Weekly review protocol
A repeatable routine that keeps the workspace alive instead of going stale.
Export & backup routines
Scheduled exports and a local copy, so the team's work is never lost.
How it works · 15-day build
Seven phases in fifteen days, from discovery to a workspace your team owns.
Discovery
Context interview, gather docs, pick the top 5 workflows, and run a privacy check.
Plan & billing optimization
Right-size the team's Claude plans to optimize billing against actual usage.
Architecture
Design the structure, files, Skills and connectors. Leadership approves the plan.
Build
Projects, files, SOP Skills, decision frameworks and connectors, all configured.
Reliability layer
Export/backup routine plus the weekly review protocol that keeps it alive.
Handover & training
Two live team sessions, recordings yours to keep forever, plus a live walkthrough.
30-day support Included
Slack and email support from handover, plus a check-in to refine the workspace.
What the build includes
Proof
A real client, on the record.
Pascal, an accountant and tax advisor, on an automation project we built together: an AI-powered client portal that turned manual invoice handling into an automated workflow.
Pricing
One build. One fixed price.
- ✓15-day delivery
- ✓Everything in the buildout, configured and handed over
- ✓Two live training sessions with permanent recordings
- ✓30-day post-handover support included
$750/mo dashboard + workflow retainer
Keep the impact dashboard live and the workflows evolving after handover.
Free 20-minute AI Visibility Audit
Not sure what your team's AI use would show? Start with a free audit before committing to anything.
The transformation
Before, and after.
- -AI used inconsistently, or barely at all.
- -Only the partner extracts any value from AI.
- -Everyone re-explains the client and the engagement; output varies.
- -The subscription is quietly underused.
- ✓Anyone runs the same workflows, consistent output.
- ✓Value distributed across the team, not the founder.
- ✓One shared workspace that knows the firm.
- ✓Connected to your tools, backed up, reviewed weekly.
Why us
Prompt packs teach one person a skill. We build a system the whole team uses.
The value is shared workflow architecture, done for you, that lives on after handover - not a library of prompts someone still has to assemble. "We set it up and your people just use it" is the whole point.
It's a configured workspace
Bespoke automation pipelines are a separate offer.
Your team owns it
Ongoing management lives in the retainer.
People stay in charge
Human-in-the-loop stays, always.