Built by a CPA, for CPAs

For four decades, I built my CPA practice the way most accountants do—through referrals, networking events, and word-of-mouth recommendations. It was a proven formula that served me well throughout my career. I attended countless chamber of commerce meetings, joined professional organizations, and built relationships one handshake at a time.

But around 2015, I started noticing something troubling. Younger, less experienced CPAs were winning clients that should have been mine. They weren't better accountants—they were just more visible. While I was working late nights on tax returns, they were building their presence on LinkedIn, Facebook, and Instagram. While I was attending networking events, they were creating content that reached thousands of potential clients every single day.

I knew I needed to adapt. The problem was, I didn't have time to learn social media marketing, I had no idea what to post, and the thought of being on camera made me uncomfortable. I tried hiring marketing agencies, but they didn't understand the CPA industry. I attempted to create content myself, but it took hours away from serving my clients.

That's when I realized: if I was struggling with this, thousands of other CPAs were too.

So I did what any good CPA would do—I analyzed the problem, researched the solutions, and built a system. I spent two years working with AI developers, marketing experts, and fellow CPAs to create Profit Pro AI. The goal was simple: give CPAs like me a way to compete in the digital age without sacrificing the time we need to serve our clients or forcing us to become social media experts.

Today, Profit Pro AI helps CPAs create professional video content in just 15 minutes, automatically nurture leads, reactivate past clients, and build a consistent online presence—all without ever appearing on camera or spending hours learning marketing tactics.

If I can transform my practice after 40 years of avoiding social media, I know you can too.