BurgosOS turns 25 years of accounting expertise into an automated operating system. Client workflows, tax season pipelines, revenue tracking, and growth intelligence in one command center.
The gap
Your clients stay because of the relationship. But relationships don't scale through spreadsheets and sticky notes. The firms winning right now aren't the biggest or cheapest. They're the ones that turned their practice into a system: automated onboarding, proactive alerts, workflow dashboards that catch bottlenecks before tax season buries them.
What BurgosOS does
Every active client, engagement status, and upcoming deadline in one view. No more toggling between Financial Cents, email, and spreadsheets to figure out where things stand.
Track every return from document collection through filing. Automated reminders chase missing documents so your team doesn't have to. Bottlenecks surface before they become emergencies.
Model your monthly recurring revenue against seasonal tax prep income. Forecast cash flow, spot trends in client lifetime value, and identify which service lines drive growth.
Score inbound leads by service fit and estimated lifetime value. Outreach templates for freelancers, LLCs, and small corps in the NY metro. Turn referrals into a repeatable system.
BurgosOS is the infrastructure layer for a CPA firm that's been earning trust for 25 years. Not a replacement for judgment. A system that lets that judgment reach more people.