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Inerica Systems — AI automation, smarter business

Financial Services · The office in season

Ready for tax season before January

We help tax preparers, accountants, financial advisors, and bookkeepers reach new clients online, automate seasonal intake, and build the credibility prospects look for before choosing a local firm over a national brand.

Map your workflow See the route (650) 695-6404
  • Fixed quote before any work
  • Most sites live in 14 days
  • You own the code and the data
  • A person replies within one business day
An accountant's desk with a calculator, receipts and a laptop in a quiet officeAn accountant's desk with a calculator, receipts and a laptop in a quiet office
A client emailing a photo of a receipt three days before a deadline.

How does Inerica Systems help financial services businesses?

We help tax preparers, accountants, financial advisors, and bookkeepers reach new clients online, automate seasonal intake, and build the credibility prospects look for before choosing a local firm over a national brand. Builds start at $1,500, quoted before any work starts, and most sites are live in about 14 days.

Sound familiar

Where the day leaks

  1. 01

    Tax season is chaos and the off-season is dead

    Without year-round marketing, you're scrambling every January and invisible the rest of the year. We build a system that keeps you in front of clients all twelve months.

  2. 02

    Clients don't understand the difference between you and TurboTax

    We build content and a brand that clearly communicates your value over DIY software and national chains — for the clients who need what you do best.

  3. 03

    You're not getting referrals systematically

    Most clients don't think to refer unless asked. An automated post-season request asks every client, every year.

  4. 04

    Your website doesn't establish trust with high-value prospects

    A financial advisor with a dated website loses prospective clients to competitors who look more credible.

How the work moves

Work comes in, someone decides, the job is handed off

Three moments run through a working day in financial services. We build around the first and the last, and leave the middle one with you.

The office in season: the working route Three stations on one line: incoming work, a decision a person makes (in copper), and a completed handoff. Documents and questions → A professional signs off → Filed, and the client knows. 010203

  1. Incoming work

    Documents and questions

    Client documents and questions arrive in one place, filed against the right client and the right year.

  2. Controlled decision

    A professional signs off

    Preparation and advice are yours. Missing items are chased for you; the judgment and the signature stay with your firm.

  3. Completed handoff

    Filed, and the client knows

    Clients are told what's done and what's next, and the records are where you'll look for them next year.

What we build

The parts that carry the route

Start with the part that leaks most. Each one is scoped and quoted before any work begins.

Firm website

A professional site that presents you as the local expert.

  • Service pages per specialty (tax, bookkeeping, financial planning)
  • Credentials, designations, and trust signals
  • Client testimonials and case studies
  • Secure document portal link and contact form

Local SEO

Show up for 'tax preparer [city]' and 'accountant near me'.

  • Google Business Profile optimization
  • Tax-season keyword targeting
  • Industry-specific client landing pages
  • Review request strategy

Seasonal automation

The same tax-season steps, run on schedule every year.

  • Pre-season client re-engagement (December)
  • Document collection reminder sequences
  • Post-filing referral and review requests
  • Year-round financial tip email campaigns

What it costs

Builds start at $1,500. You see the number before any work starts.

Every build is scoped and quoted. We tell you the number before any work starts, and it does not move afterwards. Most sites are live in 14 days.

See full pricing
  • Website + digital marketingA fast, properly optimized site, ready to be marketed.From$1,500
  • Website + marketing + AI automationAssistants on your site and automated workflows, with a person approving what matters.From$4,000
  • Custom vertical softwareBid pipelines, dispatch and fleet, planroom aggregation, industry CRMs.From$12,000

Where we work

For financial services businesses across the Bay Area

Based in Berkeley, CA, serving the San Francisco Bay Area. Call (650) 695-6404, and a person replies to every inquiry within one business day.

Questions

What financial services owners ask first

Are there compliance restrictions on financial services marketing?

Yes, especially for registered investment advisors (SEC/FINRA rules). We write to the applicable advertising rules and work with your compliance officer on content review before anything is published.

How do I attract higher-value clients instead of just anyone?

Through positioning. Landing pages targeting specific niches (self-employed, small business, real estate investors) speak to the clients who need complex services.

When should I start marketing for tax season?

October/November. Many clients choose their accountant before year-end, not in February. We aim to have your SEO and campaigns in place by October so you're there for the early searches.

Can you help with bookkeeping and financial planning referrals year-round?

Yes. Beyond tax season, we run year-round campaigns for bookkeeping, QuickBooks cleanups, retirement planning, and business advisory services.

Other industries we work in

Start here

Have tax season set up by October

Tell us your services and when your busy season starts. We'll show you what to have running by October: the pages, the client reminders and the document requests.

Map your workflow Get a free audit
  • Fixed quote before any work
  • Most sites live in 14 days
  • You own the code and the data
  • A person replies within one business day
(650) 695-6404