The Operating System.
Built for the modern CPA practice.
Tired of losing clients, fighting manual bottlenecks, and no real growth plan?
See If You Qualify.
- ✓A 60-minute audit and strategy session — no pitch. Used to determine fit and alignment.
- ✓A custom revenue leak diagnostic delivered after the call — $500 value.
We onboard a maximum of 5 new firms per quarter to maintain delivery quality. We do not sell or share your information. Ever.
Real Results · Real Firms
A $1M+ solo-partner CPA firm. The owner was personally chasing AR past 60 days, returning client calls between tax returns, and turning down referrals for lack of capacity. Everything changed in under 60 days.
- ×Client messages left unanswered for hours
- ×No CRM — records scattered across email and spreadsheets
- ×Invoices aging 60–90+ days with no recovery sequence
- ×Document intake ad hoc and non-compliant
- ×40%+ of staff time consumed by admin work
- ✓24/7 AI message triage with sub-2-minute responses
- ✓CRM built — centralized records, full audit trail
- ✓AR automation with 30/60/90-day recovery sequences
- ✓Digitized document intake with compliance auditing
- ✓Admin burden reduced to under 12% of staff time
Identity protected under engagement terms.
What We Build
You're not competing.
You're in a class of your own.
AR Collections Agent
Automated 30/60/90-day recovery sequences. Aged invoices collected without partner time.
AI Voice Agent
24/7 inbound call coverage with sub-2-minute response. Every prospect captured during tax season.
AI Lead Generation & Marketing
Outbound campaigns, qualification, and appointment booking — designed for the CPA buyer.
Document Processing
Intake triage and compliance auditing. Engagement letter to filed return — automated and auditable.
Client Orchestration Agent
Proactive status updates and milestone alerts — sent before the client asks for them.
Custom Software & Agents
The systems and agents your firm needs but no vendor sells. Designed and built in-house, around your workflows.
About the Founder
Mikael Dubinsky
Founder, Northstone Ventures
Mikael has spent the last decade as a VP at a global private bank, working at the intersection of financial strategy, data systems, and operational execution on the Americas Business Strategy & Execution Team. The throughline across all of it: good data rarely speaks for itself. Someone has to build the systems that make it useful.
That's what led him to found Northstone Ventures. He works with CPA and tax firms to eliminate manual bottlenecks through purpose-built automation across receivables, client communication, client onboarding, and new-client acquisition — all built around the compliance frameworks those firms already operate under: IRC §7216, FTC Safeguards, and Circular 230.