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STOA Operations

Your busy season is a systems problem wearing a staffing costume.

Document collection, client onboarding, engagement letters, busy season is a systems problem, not a hiring problem.

Busy season as a systems problem

The same missing file gets chased from the same client for the third time. Onboarding still runs through email chains. Engagement letters sit in someone's inbox. That is not a people problem, it is a systems problem wearing a staffing costume.

Two ways to work with us

As a client, we build your firm's systems. As a referral partner, you know which of your clients is the bottleneck in their own business.

The systems, ordered for this vertical

  1. 1. Never Miss a Request
  2. 2. Find Anything in Seconds (ask on walkthrough)
  3. 3. Get Paid Faster
  4. 4. Deliver Without Chasing

Referral partner program → · Accounting firm case study →

The guarantee

It's a written spec and a fixed price. If the system doesn't do what the spec says, we keep working at no additional charge.

Published pricing →

Four systems, shipping now

Named for what you get

We build one at a time. Fixed price, fixed timeline, written spec before we start.

01 / 04

Close More Deals, Faster

Leads answered, researched, quoted and followed up without you

  • Every website enquiry is in your CRM before you have read it
  • The good leads reach the right person, not a shared inbox
  • Winning the deal starts the invoice instead of adding a task
See use cases
02 / 04

Get Paid Faster

Invoices out, reminders sent, cash collected, nobody chasing

  • The invoice goes out the day the work is done, not at month end
  • The overdue invoice chases itself, in your name and on a fixed schedule
  • Payments land against the right invoice without anyone matching them
See use cases
03 / 04

Deliver Without Chasing

Jobs scheduled, assigned, documented, reported

  • Winning the work sets up the whole project before the kickoff call
  • You know where every job stands without asking anyone
  • Work stops when the invoice ages, instead of quietly continuing
See use cases
04 / 04

Never Miss a Request

Every inquiry captured, routed, answered

  • Every way a client can reach you ends up in the same queue
  • The call you missed gets a text back before the caller rings a competitor
  • Nothing sits past your promised response time without someone hearing
See use cases
Book the free 90-minute Operations Walkthrough