Cathy Vass
Green Zebra Business Solutions
Your team’s stuck on admin. Your pipeline depends on referrals. AI feels overwhelming.
We’re the AI and digital marketing partner tailored to accountants, bookkeepers, financial advisors and insurance brokers; and we fix all of it.
What finance firms say about us.
The four problems we hear most from finance firms.
My team’s stretched and stuck on work they shouldn’t be doing.
It’s January. Your senior’s chasing self-assessment docs from a silent client. Your bookkeeper’s re-keying receipts the bank feed missed. The people you hired to advise clients are spending half their week on admin that doesn’t need their qualifications.
No wonder 99% of accountants report burnout.
We build AI that handles the repetitive work, so your qualified team only does qualified work.
I haven’t got a pipeline. And I don’t know where to start building one.
You’re past the start-up phase. You’ve got staff, overheads and a real practice to feed. But growth still comes from referrals and the odd partner intro, with no plan behind it. SEO, AIO, PPC, paid social, email. You know they should be running but you’ve not got time to work out what good looks like for a firm your size.
We build the marketing engine that brings clients in on your timeline, not theirs.
I know AI is going to change everything. I just don’t know where to start.
You’ve read the articles. You’ve heard a competitor mention it at CPD. 68% of finance firms believe AI will improve their work but most are still spending 40-70% of their week on manual tasks. The gap between “AI is coming” and “here’s what to do Monday” is enormous.
We map your firm in plain English and tell you exactly where AI fits, what to build and what it’ll save you.
I’m running the business but I never get to actually work on it.
You started this firm to build something. Instead, you’re the senior reviewer on every file, the cover when someone’s off, the last one out the door. Burnout is the number one hidden barrier to finance firm growth and you can feel it.
We build the marketing engine that brings clients in on your timeline, not theirs.
Hear from the finance firms we work with.
Paul Cain
Cain & Co Bookkeeping Services
David Sarver
Final Expense Co
How we help finance firms get hours back and clients in.
AI
For your team.
We map your business and show you exactly where AI fits.
Custom workflows that handle the repetitive work for your team.
Ongoing strategy to keep your firm ahead as AI evolves.
Digital Marketing
For your pipeline.
Get found by the customers searching for what you do today.
Be the firm AI tools recommend when prospects ask who to call.
Paid search that brings in qualified leads from day one.
LinkedIn and Meta campaigns in front of the right decision-makers.
Sites that convert customers, built with AI in the backend.
Sites that convert customers, built with AI in the backend.
Helping you work with the right AI tools for real results.
We don’t do generic finance. We do your corner of it.
Accountants
From self-assessment season to year-end packs, we cut the admin and bring in clients between busy periods.
Bookkeepers
Automate the categorisation, chase and reporting work eating your week. Build a pipeline beyond your existing client list.
Financial Advisors
Cut KYC, suitability and meeting prep time using AI. Bring in qualified leads beyond referrals and introductions.
Insurance Brokers
From self-assessment season to year-end packs, we cut the admin and bring in clients between busy periods.
Results we have achieved for companies like yours.
We save finance firms 10+ hours a week on admin,
so the people you hired can do the work you hired them for.
Three things make us different to every other agency you’ve spoken to.
Finance firms only.
We don’t take on e-commerce or SaaS clients on the side. Everything we do is for accountants, bookkeepers, financial advisors and insurance brokers. You won’t spend half your first call explaining how your industry works.
AI and marketing under one roof.
Most agencies do one or the other, and you end up managing two contracts that never quite line up. We do both. Your marketing brings clients in and our AI gives your team the hours back to look after them properly.
Two directors who pick up the phone.
You’ll work with Bailey and Luke from the first call through to every change after. So the people setting your strategy are the people running it and your firm gets a partner who knows the ins and outs of every aspect.
We treat clients as partners, not contracts.
Quarterly catch-ups, dinners, beers, pool nights, coffees, darts, football, rugby and cricket.
We spend real time with the businesses we work with because the work’s better when the relationship is.
Honestly? You don’t even need to work with us to get value from us.
Free AI automations, marketing templates and tools you can download and start using today. Built specifically for accountants, bookkeepers, financial advisors and insurance brokers.
Every Lead Researched, 2 Minutes After They Enquire
Client Meeting Notes, Written and Filed Automatically
The Client Email Prompt Pack
The Branded Presentation Prompt Pack
The SOP Prompt Pack
The Reddit Comment Prompt Pack
The Finance SEO Prompt Pack
25 AI Prompts Your Firm Will Actually Use
Build a Website Page That Ranks and Wins Customers
Ready to get your finance team back to real work?
In 45 minutes, we’ll show you exactly where you’re losing hours, where your pipeline’s leaking clients and the two or three things that would make the biggest difference to your firm in the next 90 days.
Whether that’s AI, marketing or both, you’ll leave the call with a clear picture you didn’t have before. Jump on a call with Luke and Bailey today.
Not ready to book a call? Take the 3 minute AI scorecard first.
