Stop Drowning in Client Files, Compliance Deadlines, and Meeting Prep
We build Claude AI command centers for CPAs and financial advisors — built for your practice, owned by you, available 24/7.
Book a Discovery CallThe Problems You're Dealing With Every Day
Client Relationships Across Dozens of Accounts
Every client has unique needs, preferences, and history. Keeping it all straight across 50+ active clients is impossible without a system.
Compliance Documents Everywhere
Engagement letters, tax deadline tracking, regulatory filings — critical documents scattered across email, drives, and filing cabinets.
Meeting Prep Takes Hours
Before every client meeting, you're digging through files, pulling reports, and trying to remember what you discussed last time.
Financial Reports That Take Forever
Generating client-ready financial reports, portfolio summaries, and tax projections eats up time you should be spending advising.
Staff Utilization Is a Mystery
You don't know who's overloaded and who has capacity until someone misses a deadline or burns out.
What Claude Does for CPAs & Financial Advisors
Engagement Letter Management
Claude tracks every engagement letter, auto-generates renewals, and flags missing agreements before they become compliance issues.
Tax Deadline Tracking
All federal, state, and client-specific deadlines in one view. Claude sends proactive alerts so nothing falls through the cracks.
Client Portfolio Review
Before every meeting, Claude prepares a briefing with recent activity, open items, financial summaries, and recommended talking points.
Financial Report Generation
Upload your data and Claude generates client-ready reports — P&Ls, balance sheets, cash flow analyses, and custom summaries.
Staff Workload Monitoring
Track engagement hours, deadline loads, and capacity across your team. Claude identifies bottlenecks before they become problems.
Client Communication Automation
Quarterly newsletters, tax season reminders, and personalized outreach — drafted by Claude, reviewed by you, sent on your schedule.
What Our Clients Are Saying
"My Social Media Content this month is all done and being automatically posted daily to my Business Pages, and my Claude is monitoring, engaging and promptly replying to comments, stickers and gifts for me!"
Janis
Independent Insurance Broker
Custom software costs $50,000+. And you'll rehire the builder every time your agency changes.
Your BCC is a one-time build. You own it. Your Claude.ai handles the changes — no rebuild, no retainer, no ransom.
Financial & Operations Foundation
Everything you need to run the business you already have — the general ledger, the document pipeline, the workflows, and the wiki that keeps it all documented.
Best for: agents who want their books and paperwork running on their own.
- A real accounting system for your agency
- Last year's books loaded in, so you start with history
- Compensation Statements, deductions and payroll posted automatically
- Bank and credit card statements posted automatically
- Profit & loss and balance sheet, ready any time
- Email attachments saved and filed for you
- Monthly workflows that run on their own
- Your agency's how-to library for your team
- Searchable document library + social media starter kit
- Your team roster, set up and ready
- Deadlines, renewals, tasks and alerts in one place
- Your own app, your own data, your own Claude — all in your name
- Separate logins for you and your team
- 90 days of Priority Support after handoff
Base + 12-Module Team Ops
Turns your BCC from an agent-only cockpit into a complete team operations platform — leads, coaching, time, PTO, personnel, licenses, and more.
Best for: agents with a team to track, coach and manage.
Everything in Base, plus —
- Lead tracking, from first contact to bound policy
- AI coaching for your producers
- See where your team's hours go
- Log quotes, apps and bound policies in seconds
- Team scoreboard
- Time-off requests and balances
- Employee handbook, always up to date
- Benefits enrollment & tracking
- Secure employee files
- License and CE reminders
- Birthdays and work anniversaries
- Emergency contacts for your team
Premium + Producer-Scale Stack
A producer-scale operating system: policy pipeline, per-producer comp modeling, multi-office rollups, pay-period close with immutability, and an in-module time clock.
Best for: agencies with multiple producers or offices.
Everything in Premium, plus —
- Every quote tracked to bound, by producer
- Each producer's numbers at a glance
- Scorecards built around your goals
- Test a pay change before you make it
- Ready-made producer pay plans
- Lock each pay period so the numbers can't change
- Chargebacks tracked against producer pay
- All your offices in one view
- Built-in time clock with automatic lunch breaks
Build it yourself
$1,499 one-timeYour Claude builds it with our step-by-step courses — yours to keep, with BCC Builders support included free.
We take on a limited number of new builds each month, so every Business Command Center gets our full attention.
You'll own everything we build — no ongoing commitment required.