Scaling a Global Firm With Systems, Affiliates, and AI

Most firms wait for referrals. Ali Nisar built systems, affiliates, and AI to grow a US tax and compliance firm serving founders all over the world.

In this episode, I sit down with Ali, founder of Markup Valley, a tax and accounting firm helping non-US entrepreneurs set up US LLCs and stay compliant. We talk about how he uses affiliates, a client portal, banking integrations and conversational AI to drive accounting firm growth, improve client experience, and make his practice more efficient.

Key Takeaways
• How Markup Valley helps non-resident founders with US LLC formation, tax filings, and ongoing compliance
• Why 40% of their business now comes from a structured affiliate and B2B partner program
• How Ali is building a SaaS-style client portal with dashboards, project tracking, and AI tools to improve tax firm systems
• The simple funnel that makes Facebook ads work for a tax and accounting firm, and why lead forms underperformed WhatsApp + AI
• Why Ali believes AI in accounting won’t replace accountants, but will reward firms that build better systems and reporting

Ali’s story is a great example of what happens when a founder thinks in systems, not just services—using automation and AI to free up time for higher-value CFO work and better decisions.

Guest: Ali Nisar, Founder, Markup Valley
LinkedIn:   / alinisar87  
Website: http://www.markupvalley.com

Connect with me, Leonard De Beer:
LinkedIn:   / leonard-de-beer  


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