FORGESTACK SYSTEMS · SAN DIEGO

Reliable AI automation, built exclusively for CPA firms

Eliminate error-prone tax and admin workflows. We build systems that save time, reduce audit risk, and immediately increase your firm's margins — delivered in 1–2 weeks.

Delivered in 1-2 weeks No lock-in Privacy-first
Abstract Automation Visual
99%
Reduction in manual data entry errors
4-6 Hrs
Average billable hours salvaged per week
<1 Sec
Time-to-response on automated intake
0%
Client data trained on by our APIs

The ForgeStack Advantage

You don't need a consultant telling you about the future. You need a system that works today.

📈

Increase Margins, Reduce Risk

Every system we build solves three business goals: save money on overhead, reclaim lost billable hours, and systematically remove human error from your practice.

🛡️

Privacy by Default

We utilize enterprise-grade APIs that explicitly do not train on your inputs. Your client data stays securely yours.

🔒

Zero Access Liability

We build precisely into your own cloud environment. You own the billing, the accounts, and the encryption keys. You are never locked in to us.

⚙️

The Diagnostic Pack

Our systems don't break silently. Every build includes our standard Diagnostic Pack: automated error alerts, robust formatting, and a plain-English runbook.

Example Workflows We Automate

Our Engagement Model

A calm, predictable process designed strictly for busy professionals.

Strict Operating Boundary: We accept exactly one active build at a time. This prevents scope creep, guarantees our focus, and ensures your system is delivered in 1-2 weeks without fail.
01

15-Minute Consultation

A brief, no-pressure call. If you're a fit, we scope exactly what needs automation. If not, we provide a DIY checklist and refer you out.

02

Opportunity Audit

We uncover the hidden friction in your highest-volume tasks. You get a workflow map, time-savings estimate, and a strict compliance review.

03

System Build

We construct, test, and implement our "Diagnostic Pack." We deliver a functioning, monitored automation within 1-2 weeks.

04

Handoff & Ownership

We train your team, hand over complete documentation, and perform a 30-day check-in. The system is yours.

Fixed Services & Pricing

Buying a solved outcome, not bloated consulting hours.

Opportunity Audit

Best for: "What should we automate first?"

Founding Price
$450
Standard: $750
  • Process map of 1 workflow
  • Time-savings estimate
  • Risk & Compliance notes
  • Recommended tool/deployment
  • Build proposal within 1 week

Multi-Workflow System

Best for: "Automate 2-3 connected steps"

Founding Price
$1,900
Standard: $2,900
  • 2-3 integrated workflows
  • Shared components & logic
  • Advanced logging plan
  • Runbook bundle
  • Extensive team training
  • Delivered in 3-5 weeks

* Founding pricing is finite: applicable for the first 5 clients or 90 days. Maintenance options available post-handoff.

FS

Founder · Systems Engineer

I personally architect and guarantee every automation we deploy. With a background in scalable cloud systems, I bring enterprise-grade reliability and strict data privacy to the practices that need it most.