Applied AI for Accounting & Professional Services

Helping firms shape their AI initiatives and make them real. We figure out where AI and automation fit, build custom solutions, and make sure it all sticks.

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CPA
Licensed
7 Years
Public Accounting
10 Years
Experience

Data Foundations

Systems connected, data accessible, and properly tagged for AI use.

The Reality

Most AI initiatives don't deliver.

The problem isn't AI itself. It's how it gets implemented. Here's what we see:

01

Firms buy AI tools without understanding where they actually add value. They end up with expensive software that nobody uses because it doesn't fit their workflows.

02

Great strategy is only half the battle. Execution is where things break down. Firms need partners who can both plan and build, not just one or the other.

03

Automations built today can be obsolete in three months. The AI space moves fast. Solutions need to evolve with the technology, not become technical debt.

04

Generic AI training doesn't stick. Teams need to learn in the context of their actual work, from someone who understands their workflows firsthand.

Our Approach

How we're different.

We combine strategy, implementation, and training into solutions that actually stick.

01

We start by mapping your actual processes, not assumptions. We identify where AI adds real value versus where simple automation is better. Sometimes AI isn't the answer.

02

We build the systems ourselves. Automations, AI agents, agentic workflows. Whatever the right solution is for your specific needs, we design and implement it.

03

We train your team. Whether it's training on systems we've built or broader AI skills for your staff, we teach in the context of your work because we've been in your shoes.

04

We stay engaged. AI evolves monthly. Your partner should too. Our best clients keep us on retainer to continuously identify and execute new opportunities.

Services

How we help.

We combine assessment, implementation, and enablement to make AI actually work in your firm.

01

AI Assessment

Every engagement starts with understanding. We map your processes, identify opportunities, and build a prioritized action plan.

  • Process mapping and analysis
  • AI readiness assessment
  • Prioritized implementation plan
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02

Team Enablement

Tools are only as good as the people using them. We train your team on AI tools and custom systems we build for you. Practical, hands-on enablement that sticks.

  • Hands-on workshops for your team
  • Training tailored to your work
  • Ongoing support and documentation
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03

AI Implementation

We build AI and automation solutions that work and last. Agentic workflows, custom automations, and systems designed to evolve as AI capabilities expand.

  • Agentic workflows and custom automations
  • Integration with your existing tools
  • Ongoing optimization as AI evolves
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These services work best together. Most clients start by understanding where AI fits, then we build and train in parallel. The real value comes from an ongoing partnership where we continuously improve and adapt as the technology evolves.

Why Us

Why that matters to you.

01
CPA-Led Expertise
Led by a CPA who spent 7 years in public accounting and a decade consulting. We understand business workflows, not just AI tools. We've built systems that saved $100K+ annually at Big 4 firms, reduced financial close time by 20%, and automated complex systems.
02
We Focus on Results
We care about driving a return on your investment. We keep solutions simple and practical. If something doesn't improve your operations, we won't recommend it.
03
Strategy to Execution
We take projects from planning through implementation. We build the systems, ensure adoption, measure results, and optimize continuously. You get working solutions.
04
Ongoing Partnership
AI capabilities expand monthly. We stay engaged as your partner to identify new opportunities and keep your systems at the cutting edge. You get a team member who knows your firm deeply.
Who We Serve

Who we work with.

Professional service firms and agencies that run on expertise and client relationships.

Accounting Firms
Financial Services
Marketing Agencies
Law Firms
Other Professional Services