Built by a CPA who automated his own practice first.

I started RTW Advisors as a Georgia-licensed CPA with a straightforward problem: I wanted to serve more clients with better quality, and I kept running into the same ceiling — client communication.

Email response. Meeting scheduling. Quarterly update calls. Monthly "how are my books" check-ins. These are not advisory services. They're administrative work that happens to require a CPA's name on the calendar invite. I was spending 15–20 hours per week on it.

I started building the infrastructure to automate it — not as a product, but as operational necessity. First the inbox routing. Then transaction classification. Then the decision log so I could prove to myself (and to the profession) that the AI was never making unsupervised choices about client finances.

Then came the virtual twin. I wanted clients to feel like they had dedicated attention, not time-shared attention. The Synthesia avatar delivers quarterly updates in my face and voice. My clients think I recorded a video just for them. I approved a script.

On a flight from Atlanta to Phoenix, I was working in my seat. The managing partner of a 40-person Southeast firm leaned over and asked what I was building. I showed him. He asked if I could build it for his firm.

That's why Praxis exists. Not because someone told me there was a market. Because someone saw it working and asked me to make it available.