A while back, I was helping a small tax firm get organized for the season. They were managing everything by hand — emailing each client individually for their W-2s, calling back missed voicemails, tracking which documents had arrived with a sticky note on the monitor.
It wasn't a small-firm problem. It was a workflow problem. And workflow problems are exactly what I fix.
"The partner told me they'd onboarded three new clients that week without once picking up the phone."
I built them a system: a form that captured inquiries and booked consultations automatically, a document checklist that followed up on days 3, 7, and 12 — chasing only what was still missing — and a chat widget that answered common questions after hours.
That was the moment I realized this wasn't a one-off project. Every tax and bookkeeping firm in the country has the same pile of open items. And almost none of them have an engineer on staff who can build the system to handle it. That's what Momento is.