$750 one-time setup + $350/month
Small firms needing foundational automation and additional support as they scale.
Document Collection Automation
Basic Client Follow-Up (email & SMS reminders for tax deadlines and appointments)
Appointment Scheduling
Client Engagement (quarterly emails with tax tips)
Missed Call Text Back Feature: Automate follow-ups if a client misses a call, ensuring you never miss a lead.
AI Chatbot Assistance (Basic): Automate common queries from clients with a simple chatbot for your website or social media.
Growth Option: Add-on services like separate phone numbers for lead management, or QuickBooks integration for $100 extra/month.
No contracts - cancel anytime
$1,750 one-time setup + $650/month
Medium-sized firms that need integrated services and advanced automation features.
All Basic Package Features
Advanced Document Collection Automation with internal task automation.
CRM Integration: Full CRM setup with service-based segmentation (tax prep, bookkeeping).
Client Retention Automation: Quarterly check-ins, review requests, upsell campaigns.
AI Chatbot Assistance (Advanced): AI chatbot that helps with more complex client queries and integrates across website, Facebook Messenger, and LinkedIn.
Reporting Automation: Automate monthly or quarterly reports.
GMB & Social Media Integrations: Automate review requests and manage your online presence with Google My Business (GMB) and social media reviews.
Growth Option: Website & Funnel Creation as an add-on for $300 extra/month.
No contracts - cancel anytime
$3,500 one-time setup + $1,200/month
Large firms or enterprises needing customized automation and integrated business solutions.
All Standard Package Features
Custom Workflow Development for internal processes (audit prep, compliance tracking).
Dedicated Account Manager: Monthly strategy calls for optimizing automations.
AI Chatbot with Payments: Offer clients the ability to make payments through the AI chatbot.
Payments on the Go: Integrate with mobile payment solutions for easy invoicing and client payment processing.
Website & Funnel Creation: Build fully automated funnels for lead generation and sales conversions.
Advanced Social Media Management: Manage and schedule posts, ads, and reputation management across Facebook, LinkedIn, Instagram, and Twitter.
QuickBooks & LinkedIn Integration: Automate client accounting with QuickBooks and manage professional networking leads through LinkedIn.
Growth Option: Integrations with other accounting tools or ERP systems for $200 extra/month.
No contracts - cancel anytime
The pricing can feel a bit premium, but it’s justified given the substantial time-saving and scalability-focused solutions you’re providing. For professionals like CPAs and tax firms, who understand the value of automation and operational efficiency, this investment will seem reasonable when they see the impact on their bottom line.
By emphasizing profitability, scalability, and the reduction of manual work, these packages will show their true value over time.
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At OmniNeuro.ai, we specialize in crafting unique and tailored marketing strategies that set your business apart. Through in-depth market research and competitor analysis, we identify opportunities for differentiation. Whether it's through compelling branding, targeted digital campaigns, or innovative content, we'll work closely with you to create a distinctive presence in your industry.
Our commitment is to deliver tangible results that matter to your business. We focus on key performance indicators (KPIs) such as increased website traffic, higher conversion rates, improved ROI, and enhanced brand visibility. Our data-driven approach ensures that we not only meet but exceed your expectations, providing regular reports and insights to track our progress and adapt strategies for optimal outcomes.
Staying at the forefront of industry trends is essential to our success. Our team is dedicated to continuous learning and professional development. We regularly attend industry conferences, participate in workshops, and invest in the latest marketing tools and technologies. This proactive approach ensures that our strategies remain innovative and effective, helping your business thrive in the ever-evolving digital world.
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