Category: Accounting
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How Solo Accounting Consultants Are Cutting Client Onboarding From 18 Hours to 2 Hours Using White-Label AI (While Serving 3x More Clients)
Sarah Martinez stared at her computer screen at 11 PM on a Tuesday, manually reviewing another client’s QuickBooks setup while simultaneously drafting engagement letters for two new prospects. As a solo CPA consultant specializing in client advisory services, she’d built a reputation for delivering meticulous financial insights—but her success had become her bottleneck. With 40…