FirmOS, created by CPAs familiar with the challenges of the industry, aims to simplify accounting firm operations and save time each week through automation.
Sheridan, Wyoming, March 2, 2025 – FirmOS introduces its AI-driven automation platform to help accounting firms improve efficiency and create long-term value. The accounting sector is experiencing demographic changes, with a significant number of CPAs over 50 nearing retirement and a decrease in accounting graduates entering the field. This situation results in increasing regulatory demands with fewer professionals available.
FirmOS is launching at a crucial moment for the accounting profession, which has been slow to adopt innovation. Compounding the issue, a large percentage of CPAs feel unprepared for the future, according to the AICPA. FirmOS seeks to address this by using AI to manage increasing workloads and creating systems for long-term sustainability.
FirmOS offers ready-made systems and examples of AI applications in accounting to improve key operations:
- Convert unwritten knowledge into documented, repeatable procedures.
- Automate routine communications and follow-up tasks.
- Offer real-time insights into team capacity and financial data.
- Implement company-wide systems to minimize reliance on specific individuals.
Early users have reported positive outcomes. “Since partnering with FirmOS, we have scheduled 66 discovery calls with financial decision-makers in the biotech sector,” stated Stewart Robinson, CPA, ABV, CFE, MST of Biotech CPA. “Doing this independently would be a full-time job. Any accounting firm could benefit from these services.”
Founded in 2024 by Martin Popiel, Rodney Reese, and Tony Hoong, FirmOS is the product of firsthand experience with the inefficiencies encountered by accounting firms daily. Martin and Tony, both CPAs with experience at Deloitte, KPMG, and PwC, recognized the obstacles that hindered productivity. Rodney contributed his extensive automation expertise to create a system that reduces manual labor and fosters efficiency across the firm.
The platform assists firms in generating value through automated workflows, making daily operations more efficient. These systems demonstrate stability and potential for growth, making the business more appealing to potential buyers for firms considering succession planning or a future sale.
FirmOS is currently available to accounting firms in the United States and Canada. Additional information on FirmOS and the application of AI in accounting can be found at: .
About FirmOS
FirmOS, created by CPAs and developers, develops custom AI workflows to help accounting firms create lasting enterprise value through smart automation. The company is a privately held company located in Wyoming.
References
- https://www.capterra.com/resources/employee-retention-challenges-accounting-firms/#sources
- https://anderson-review.ucla.edu/technologys-hidden-role-in-the-accountant-shortage/?utm_source=chatgpt.com
- https://www.aicpa-cima.com/news/article/new-aicpa-and-cima-research-shows-deep-divide-among-finance-professionals?utm_source=chatgpt.com
Media Contact
FirmOS Inc
+1 (510) 426-9288
30 N Gould St suite r, Sheridan, WY, USA
Source :FirmOS
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