Meet Parkes at Intuit Connect · Oct 26 to 28
Helps you run
your firm.
Not your returns.
An AI coworker that already knows how accounting firms run. It takes on the business side so your team can stay on client work. Nothing goes out until you approve.
Works with
- And more
Find revenue opportunities this week
Hartley Dental Group is the strongest opportunity this week: $700 a month more, or $8,400 a year. Payroll is up 3.2x and they're opening a second location in Oregon.
| Source | Date | What it says |
|---|---|---|
| Engagement | Signed Mar 2025 | Scoped for 1 location, 12 staff, at $600 a month |
| Email thread | Sep 18 | Office manager mentions multi-state payroll from November |
| Zoom call | Sep 22 | Partner confirms a second location in Oregon, opening Q4 |
What I'd propose, effective Nov 1
| Service | Change | Fee |
|---|---|---|
| Monthly bookkeeping | Reprice to the tier that matches current volume | $850 / mo was $600 |
| Multi-state payroll compliance | New: Oregon registration, withholding and quarterly filings | $450 / mo |
| Annual tax return | Unchanged | $2,200 / yr |
The engagement update is drafted in Ignition. Want me to send it as drafted, or open it so you can edit first?
Why Parkes
Knows how firms run
Built for accounting work and connected to QuickBooks, Xero, Karbon, Ignition and the rest of your stack. No training needed. It already speaks firm.
- And more
Built with accountants
Start with ready-made playbooks for the jobs every firm runs, built with accountants. Parkes adapts each one to how your firm works.
- And more playbooks
Security you can sign off on
Parkes only sees what you give it. Every step is logged with its source, nothing reaches a client until you approve, and your firm's data stays yours.
- Every step logged
- Approved by you
References
Hear from firms using Parkes
I would hire Parkes everywhere.
Erica EddThe Numbers Agency 
Parkes paid for itself in one instanceWatch the film
Dug into past fee proposals to scope the next ones betterWatch the film
Set up 17 years of client jobs in 12 minutesWatch the film
Found the underpriced clients, then built the campaignWatch the film
Use cases
No learning curve. Useful from the first ask.
No prompts to learn. Start with one job, and Parkes takes on more as it gets to know your firm. Every job stays on the record.
Tell Parkes the role, the start date and a little about your firm. It drafts the onboarding pack, from a welcome note to a 30-day plan, ready for you to review.
Drafted. Nothing goes to your new employee until you approve it.
Parkes reads each client’s engagement and finds the work outside it: extra services, one-off requests, the job that grew. Connect your inbox and call notes to catch new asks as they land, then it drafts the updated proposal for your review.
Drafted. I won't send it without your approval.
Parkes checks what you’ve billed against what’s been paid in your ledger, finds what’s overdue and drafts a reminder for each client in your firm’s voice. Review them in Teams or Slack and send with one click.
Reminders drafted. Nothing goes out until you approve.
Parkes compares your client list across billing, your ledger and practice management, then flags duplicates, missing clients and clients who’ve gone quiet, with the reason for each. Approve the cleanup and it archives them, with undo if you change your mind.
Archived. Undo is one click away.
Start with ready-made playbooks built with accountants, like onboarding a new client or rolling out a price increase. Parkes runs each step across your stack, stops for your approval where it matters and logs every step with its source.
Step 3 done. Waiting on you before I contact the client.
Find out what else Parkes can do.
Sign up for early access to see new use cases as they land, and get first access when Parkes launches.
What people are saying about Parkes
In their own words.
If I was moving to a new firm and could only take one staff member with me, I’d bring Parkes.
Elizabeth BystromPrincipal Owner, Elizabeth Bystrom CPA, Ltd.Most firm owners and accountants aren’t gonna go to Claude or ChatGPT and set up their own agent. This does the heavy lifting for them.
Michael LyFounder, ReconciledI said, go look at QuickBooks, go look at my proposals, go look at my active agreements, and it figured all that out. Pretty brilliant.
Erica EddFounder & President, The Numbers AgencyThis did not feel intimidating… It feels like I could probably pick this up and run with it.
Al-Nesha Jones, CPA, MBAFounder, ASE GroupThis is phenomenal! I’m really impressed by what you’ve built here.
Heather SmithANISE Consulting
Get early access
Parkes is opening to firms now. Get early access and we’ll bring you in as soon as your spot opens.