Services

Three Capabilities. One Standard of Work.

Every engagement at M.J. Okeke & Co. draws from custom application development, automation engineering, and AI integration — scaled to what your business needs right now.

Custom Applications

We build what your business needs — not what a template can approximate. From marketing sites and client portals to headless Shopify storefronts and full-stack web applications, every line is written for your exact workflow, your brand, and your customers.

Next.jsReactShopifyNode.jsPython

Automation

Manual operations are the hidden tax on your business. We design and deploy automation systems — from lead capture and follow-up to invoicing, reporting, and multi-step workflow pipelines — that run without you. The goal isn't efficiency for its own sake. It's getting your time back.

MakeZapiern8nPythonCustom Pipelines

AI Development & Integration

We build LLM-powered applications, wire AI into your existing systems, and design data-to-model-to-action pipelines that create measurable business leverage. For organizations evaluating AI at scale, we conduct full readiness assessments and risk audits — so you know exactly what you're walking into before you commit.

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Featured Build · Custom Applications

Client Intake & Document Portal

A secure, self-service portal that collects, organizes, and locks down everything you need from a client — built for accounting, tax, and bookkeeping practices.

🔒 We build for confidentiality. Client portals ship with secure access controls, per-client isolation, locked records that can't be altered after submission, and a clean audit trail — so sensitive financial data stays protected.

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What It Does
  • Service-based onboarding: client picks W-2 only, W-2 + LLC/IC, corporation, nonprofit, or bookkeeping, and gets the matching engagement letter, client data form, and document checklist
  • Secure per-client upload with a live checklist showing what's still outstanding
  • Lock-on-upload: submitted documents can't be deleted by the client — records stay intact
  • Real-time email notifications on every client upload
  • Client self-service history: clients log back in anytime to see exactly what they've provided
  • AI-assisted document categorization into the correct buckets
  • Unique client IDs, searchable by ID or last name
  • Legacy access to prior-year records
  • Driver's license / photo ID capture
  • Fully responsive — desktop and mobile
  • Links directly from your existing website ("click Client Portal → follow the steps")
Case Study — Accounting Practice

From email chaos to a self-running client portal

An independent accounting practice was collecting client documents through shared Google Drive folders and email — files scattered, deadlines at risk, and no way for clients to see what they'd already sent. We built a custom CRM and client portal: each client gets a secure login and a service-specific checklist, uploads are locked once submitted, and an AI agent auto-categorizes every document as it lands. The internal team is notified in real time, and clients can self-serve their own history instead of calling to ask. The result: dramatically less back-and-forth, a complete and defensible document trail, and an intake process that holds up under tax-season load.

3-in-1
Portal + Automation + AI in one build
Locked records
Zero client-side deletions after upload
Real-time
Instant upload notifications
Scoping

How a Client Portal Engagement Is Scoped

Every portal is custom, so pricing follows scope — but here's what a typical engagement looks like so you know what to expect before we ever talk numbers.

Starter Portal

For getting ready for the next tax season.

  • Secure client login
  • Service-based checklists
  • Document upload with lock-on-upload
  • Email upload notifications
  • Website link-in
Book a Discovery Call →
Full Practice Portal

For running your whole client base through one system.

  • Everything in Starter
  • AI document categorization
  • Unique client IDs and search
  • Legacy / prior-year access
  • Client self-service history
Book a Discovery Call →
Portal + Automation

For eliminating the admin entirely.

  • Everything in Full Practice
  • Automated reminders for missing documents
  • Engagement-letter workflows
  • Integrations with your existing tools
Book a Discovery Call →
Featured Build · Automation

Property Automation Suite

A fully automated communication and lead capture system for property owners — rent reminders, maintenance requests, and seller leads handled without lifting a finger.

✓ This isn't a capability we're pitching — it's a system we've already built and delivered for a property management client in North Carolina.

Book a Discovery Call →
What It Does
  • Monthly rent reminder email + SMS sent automatically to every tenant on your list — personalized with their name, address, unit, and rent amount.
  • Maintenance request form connected to an instant email alert — you're notified the second a tenant submits, with full details including urgency level and issue type.
  • Tenant receives a branded confirmation email automatically after every submission.
  • Sell my home lead capture form — seller submits, you get an instant notification, seller gets a confirmation.
  • All contact data logged to Google Sheets automatically for record keeping.
  • Powered by n8n (self-hosted), Resend (email), and Twilio (SMS) — low cost, reliable, and fully managed by us.
  • No software to learn. No dashboards to check. It just runs.
Case Study — Fix & Flip Investor, Kinston NC

From manual texts to a fully automated property system

A fix & flip investor and small landlord in Eastern NC needed a professional web presence and a way to stop manually texting tenants every month. We built a custom showcase website with a before & after renovation gallery, then layered in three automation workflows: a monthly rent reminder that sends personalized emails and texts to every tenant automatically on the 25th, a maintenance request system that notifies the owners instantly when a tenant submits an issue, and a sell my home lead capture form that alerts the team the second a seller reaches out. On top of that, we set up and optimized their Google Business Profile so buyers and sellers in their market can find them in local search. Everything runs automatically. They manage their properties — we handle the rest.

3 workflows
Rent reminder · Maintenance · Lead capture
Automated
Email + SMS to every tenant, every month
0 manual follow-ups
Sellers and tenants get instant confirmations
Scoping

How a Real Estate Engagement Is Scoped

Every build is custom, but here's what a typical real estate engagement looks like so you know what to expect before we talk.

Website Only

For fix & flip investors who need a professional web presence.

Starting at $187
  • Custom showcase website with before & after gallery
  • Move-in ready property listings
  • Mobile-responsive design
  • SEO-ready structure
  • Contact form
Book a Call →
Website + Automation Bundle

For landlords and property managers who want it all running automatically.

Starting at $287
  • Everything in Website Only
  • Rent reminder email & SMS
  • Maintenance request workflow
  • Sell my home lead capture
  • Instant owner notifications
Book a Call →
Full Suite + Google Business Profile

For investors who want to be found and fully automated.

$75 / month after setup
  • Everything in the Bundle
  • Google Business Profile setup & optimization
  • First post published
  • Ongoing monthly management covers everything
Book a Call →

Ready to engage

Ready to scope the right build for your business?

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