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Custom-built infrastructure for your CPA firm.

Rabbithole is a San Juan firm that designs, builds and operates the systems a CPA practice in Puerto Rico runs on: invoicing, scheduling, reporting, client email, documents and return tracking, plus your website, Google profile and reviews, twenty-four hours a day. Custom-built, end to end.

30-min strategy call · No obligation · Directly with the founders
Demo Video

See the infrastructure in action.

A short walkthrough of what we design, build and operate for a CPA firm in Puerto Rico. The video is in Spanish.

The Problem

You already know what's broken.

It's not a marketing problem or a sales problem. It's an operations problem, and you've been carrying it for a while.

01

Hours lost renaming PDFs and chasing documents.

Work that should organize itself still needs someone to push it every day.

02

Clients can't find you on Google.

They search for a CPA near them and find your competition. No profile, no reviews, no website that builds trust.

03

Your tools don't talk to each other.

Email, tax software, spreadsheets, appointments: nothing is connected, and the same data gets typed twice.

04

The firm can't grow past your calendar.

Everything goes through you. The work piles up; the day doesn't get longer. In tax season, the firm is you.

The hard truth

While you run the day to day, the firms around you are already building the systems that don't depend on them. The gap widens every week you wait.

We don't sell software.
We build infrastructure.

Software is a tool you buy, fight with and forget. Infrastructure is the layer that sits on top of your firm and does the work for you. Custom-built and operated end to end.

What We Build

What we build for CPA firms.

We build what your firm needs and skip what it doesn't, sized to your practice.

01 · Presence & Email

Your firm, online and professional.

  • Bilingual website (Spanish and English)
  • Email on your own domain (name@yourfirm.com)
  • A fast, mobile design that builds trust
02 · Google & Reviews

Be the firm they find first.

  • Google profile claimed and optimized
  • Automatic client review campaign
  • Show up when people search for a CPA near them
03 · Email & Documents

Organized without anyone touching it.

  • Client email triaged by priority
  • Documents named and filed automatically
  • A folder for every client, no manual work
04 · Returns & Scheduling

Follow-up that doesn't slip.

  • Status of every return in one place
  • Automatic reminders for documents and appointments
  • Alerts when a deadline is getting close
05 · Client Portal

Documents without the back and forth.

  • Clients upload their documents directly
  • Everything lands organized in the right folder
  • Optional and secure, no loose email attachments
06 · Invoicing & Reporting

Billing that chases itself.

  • Invoices generated and sent on schedule
  • Automatic follow-up on unpaid invoices
  • A weekly digest of billing, deadlines and workload
How It Works

Three steps. Two to four weeks.

Running two to four weeks after kickoff, with a monthly retainer.

Step 01

Audit

We map every workflow in your firm and find where time and money are leaking.

3 days Included
Step 02

Build

We design and deploy custom-built infrastructure. Nothing generic, nothing you have to manage.

2 to 4 weeks Deployment
Step 03

Operate

We run, monitor and improve everything on a flat monthly retainer. If something breaks, we fix it.

Ongoing Retainer
Why Rabbithole

Operators and consultants.

We run our own businesses on the same infrastructure we build for clients. What you get is what we use.

✓

Based in San Juan

In person with local firms and remote with firms across the island.

✓

Direct line to the founders

You talk to the people who build your infrastructure, not a junior account manager.

✓

Predictable pricing

A one-time setup fee plus a monthly retainer, sized to your firm. No surprise invoices.

The Promise
Your business should run while you sleep. If it doesn't, you don't own it. It owns you.
That's the line we draw. Everything we build is in service of putting you on the right side of it.
FAQ

What every firm asks before we start.

Can you automate invoicing, scheduling and reporting for a CPA firm in San Juan?

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Yes. We build invoicing that generates, sends and follows up on invoices, scheduling with automatic reminders, and a weekly report on billing, deadlines and workload. We connect it to the tools your firm already uses and run it for you on a monthly retainer. We're based in San Juan.

How is this different from accounting software?

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Software is a tool you learn, configure and maintain. Infrastructure is the work itself, done for you. We don't replace your tax software: we connect it to everything else and run the workflows in the background. You just see the results.

How much does it cost?

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It depends on the size of your firm. It's a one-time setup fee plus a monthly retainer, sized to your practice, clear and in writing before we start. No surprises and no unexpected invoices.

How fast do you launch?

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Audit in three days, then your systems built and live in two to four weeks from kickoff. We work around your tax season.

Do you replace my team?

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No. We replace your team's worst tasks: renaming PDFs, chasing documents, typing data twice. Your people spend their time on work that needs a CPA's professional judgment.

Where are you?

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In San Juan, Puerto Rico. In person with local firms and remote with firms across the island. Same team and same access either way.

The work isn't going away. You don't have to keep doing it.

Thirty minutes with the founders to diagnose your firm's biggest bottleneck and see what we would build to fix it. No pressure.

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30-min call with the founders No obligation Based in San Juan