CiteHarbor

Accountants

AI for accountants, done for you

clients scheduled, returns filed, invoices paid. Done for you, from one text thread.

Example

See it for accountants

  • AI Visibility

    Taxes, found in March

    1. The moment

      A new business owner in March asks Gemini who can prepare taxes for an LLC, and Harbor Accounting comes back with the next open slot.

    2. The work

      She texts "I haven't done my books all year, is it too late?" and gets a calm answer and a books check this week.

    3. The outcome

      The books check is Thursday at 11 a.m., the return prep starts Friday, and the return is filed 9 days before the deadline.

  • AI Automations

    The document chase that ran itself

    1. The moment

      Every spring Harbor Accounting spends 200 hours asking clients for the same missing forms, one email at a time.

    2. The work

      Clients now get one text, "Still need your 1099s, just snap a photo" and the photos land in QuickBooks.

    3. The outcome

      This season the missing-document list clears 3 weeks earlier and 240 tax returns are filed by April 1.

  • AI Consulting

    Beyond the return

    1. The moment

      Harbor Accounting prepares six hundred returns a year and is busy for three months, then quiet for nine.

    2. The work

      The owner asks "What turns a tax client into a year-round one?" and gets a monthly books service, priced and ready to offer.

    3. The outcome

      By year end 90 clients pay $350 a month for the service, and the quiet nine months are done.

Found by AI.

Every question is an invitation.

Once an AI names Harbor Accounting, the question turns into a lead within the hour. A message about a tax review comes in by text, an opening is offered, and the appointment is on the calendar for two o'clock, with nobody at the desk stopping what they were doing.

Example

Every lead handled. Every task done.

Nothing slips.

Whether it arrives as a call about a tax review, a text about a books check or a form about a return prep, every lead is answered, logged and followed through until the job is done. Nothing waits for someone to notice it, so nothing slips.

Example

The work after the lead runs itself.

Lead in. Job done. Paid.

After the lead, the ordinary work runs on its own. On a Tuesday morning Harbor Accounting hears that seven invoices are unpaid, worth just over eighteen thousand dollars, and one word sends the reminders. When an invite collides with the eleven o'clock, the owner texts "move it", and it moves.

Example

Choose what you need

Questions

What does CiteHarbor do for accountants?

It is done for you: clients scheduled, returns filed, invoices paid. You approve the work and keep everything.

What does it cost?

Custom pricing. The first move is free.