Accounting workflow software design by an accountant
Turn Tax Clients Into Monthly Advisory Revenue
Free Seminar for Accounting Firms
Join our free seminar and discover how accounting firms can move beyond seasonal tax work and build more predictable monthly revenue.
Founder Pricing Limited to First 250 Accounting Firms
Founder pricing locked for 24 months.
What This Seminar Is About
Accounting firms are working harder than ever, but many are still relying on disconnected tools, manual follow-ups, scattered documents, and seasonal tax revenue.
In this free seminar, we will show how your firm can create a more organized advisory model using Athena Financial OS — a Financial Operating System built for accounting and tax professionals.
You will learn how to manage client work, organize documents, generate financial reports, track KPIs, and deliver CFO-level insights in a more structured and scalable way.
MEET THE FOUNDER AND CEO
Hey, I'm Carlos Martinez
Mr. Martinez has held positions at leading financial institutions and publicly traded companies such as American Express (AXP), Standard Chartered Bank (STAN.L), Regency Centers (REG), and MasTec Inc. (MTZ). His financial reporting experience includes comprehensive mastery of GAAP, GAAS, and IFRS, with hands-on leadership in complex mergers and acquisitions, global consolidations, audit processes, and enterprise software implementations.
He has successfully managed portfolios exceeding $3.2 billion in assets, overseeing multi-entity operations in more than 75 countries and handling the complexities of 45 different currencies. His auditing experience includes working with entities such as the Federal Reserve Bank, the Florida Department of Revenue, as well as multiple internal and external auditing agencies.
What You Will Learn in this Seminar
Learn how your existing clients can become the foundation for recurring monthly revenue through advisory, reporting, and CFO-style services.
How to Turn Tax Clients Into Monthly Advisory Clients
Learn how your existing clients can become the foundation for recurring monthly revenue through advisory, reporting, and CFO-style services.
Why Accounting Firms Need More Than a Client Portal
A client portal alone is not enough. Firms need a complete system that connects workflow, documents, financials, communication, and reporting.
How to Organize Workflow, Documents, KPIs, and Reports
See how a structured operating system can help your firm reduce manual work, improve visibility, and create a better client experience.
How Athena Financial OS Supports Advisory Revenue
Discover how Athena Financial OS helps accounting firms deliver financial statements, KPIs, AI CFO commentary, and advisory reporting from one centralized system.
Introducing Athena Financial OS
See how a structured operating system can help your firm reduce manual work, improve visibility, and create a better client experience.
Workflow & Practice Management
Athena replaces TaxDome, Canopy, Karbon, Jetpack Workflow and much more.
Document Management
Athena replaces SmartVault, ShareFile, eFileCabinet and much more.
Financial Reporting & KPIs
Athena replaces Fathom, Jirav, LiveFlow
OCR & Document Collection
Athena replaces Hubdoc, Dext and much more.
Client Communication
Athena replaces Email threads, shared drives, manual follow-up and much more.
AI CFO Commentary & Advisory Intelligence
Athena replaces Manual Word reports, Excel analysis, Generic AI tools, and much more.
Ready to Build More Monthly Advisory Revenue?
Join the free seminar and learn how accounting firms can move beyond seasonal tax work with a more organized system for workflow, reporting, KPIs, and advisory services.