The Problem
Your firm grew faster
than your operations did.
Hiring doesn't fix a broken process. It just adds another person inheriting it. Without a system behind your operations, growth means more hours, not more capacity. We fix that.
The Offer
We install the system.
We guarantee the result.
We'll install an AI Operations Manager into your firm and guarantee it gives you back 15+ hours a week in the next 90 days, or you don't pay.
Document Collection Automation
Clients submit what you need without you chasing them down by email.
Client Onboarding Automation
Every new client follows the same process, no more improvising from memory.
AI Receptionist & FAQ Assistant
Routine client questions get answered without interrupting billable work.
Client Communication Automation
Status updates and follow-ups fire automatically. Nothing sits in an inbox.
System Integration & Data Sync
Your accounting software, CRM, and intake tools finally talk to each other.
Operational Visibility & Reporting
See every client, engagement, and bottleneck in one place, automatically.
Guaranteed: 15+ hours a week back in 90 days, or you don't pay.
How it's measured: before we build anything, we clock the manual hours your team spends on the tasks we're automating. At the 90 day mark we compare that baseline to the hours those tasks now take. If verified savings are under 15 hours a week, the trial fee is refunded in full. No negotiation.
BUILT INSIDE THE TOOLS YOU ALREADY RUN
How It Works
From first call to
your hours back per week.
Discovery Call
We learn how your firm actually operates and where document collection, onboarding, or communication is leaking hours. If you are qualified and we believe we can actually help you, we will move forward.
System Design
We map the automations or solutions that fix your top leak first, scoped from what we find on the call.
Trial Install
We install the system directly connected to your existing tools. Depending on the scope of the project, it takes between 2 to 3 weeks.
Guarantee Check-In
We confirm the hours you have saved in our client hub, which both your firm and we will have access to from the moment we start working together. If we haven't delivered, we make it right. That's our promise.
Why It Works
From chaos to a
system that runs itself.
Is This You?
We're selective on purpose.
We only take on firms where we're confident we can hit the guarantee. That means being upfront about who this works for, and who it doesn't.
Good fit
Doing $50K+/month with a real bottleneck in document collection, onboarding, or client comms
A partner or ops lead is still doing manual, repeatable work that isn't billable
Willing to let us work inside your existing tools for a 2 to 3 week trial
Not a fit yet
Under $50K/month or still figuring out your core service delivery
Looking for a generic off the shelf tool, not a system scoped to your firm
Not ready to give a trial 2 to 3 weeks before judging the result
Who We Are
The people who scope it
are the people who build it.
Riverbear is focused exclusively on accounting firms. We stay deliberately small and hands on: no account managers, no junior team handoffs, and no disappearing after the sale.
From the first conversation through implementation, you work directly with the people responsible for designing, building, and improving your system.
Jorge Osorio
Product & Engineering
Studied Digital Media at the University of Central Florida. Jorge leads the technical side of every engagement, designing and building the automations, integrations, and operational systems that make the work run.
Valentina Boada
Client Strategy & Success
Studied Business & Organizational Leadership at Valencia College. Valentina leads discovery, process mapping, and client strategy, making sure each system solves the right operational problems and delivers measurable value.
Common Questions
Before you book the call.
What happens to our client data and confidentiality?
Everything runs inside your existing tools: your accounting software, your CRM, your email. We don't move client data to a third-party platform or store it ourselves. Access is scoped to what the automation needs, and we're happy to sign an NDA before any discovery call.
Does this work with the software we already use?
Yes. We build inside your stack rather than asking you to switch. We've worked with QuickBooks, Karbon, Canopy, and common CRM and intake tools. On the discovery call we confirm exactly what you're running before we scope anything.
How is this different from hiring an ops person or VA?
A hire still depends on that person remembering the process every time. We build the process into the software itself, so it runs the same way whether it's busy season or not, and it doesn't leave when someone quits.
What if it doesn't save us the hours you promised?
Then you don't pay. We measure the hours saved during the trial and the guarantee is contractual, not a marketing line.
How long does implementation actually take?
The trial install is 2 to 3 weeks. We scope the automation that fixes your biggest leak first, so you see results before we talk about anything bigger.
What happens after the trial?
If the guarantee is met and you want to keep going, we scope an ongoing retainer based on what we built and what's next, sized to your firm, not a fixed package. There's no long term contract required to start the trial itself.
Get Started
Ready to fire yourself
from operations?
Book a free 30-minute discovery call. We'll look at how your firm handles document collection, onboarding, and client communication, and tell you exactly what we'd automate first. If we believe we can actually help you, we'll move forward from there.
Book Your Free Discovery Call →Or reach us directly at riverbearstudio@gmail.com