AI Consulting

Practical AI strategy for businesses that want real results — not hype.

CPA and developer — a rare combination of financial expertise and technical skill to build AI that actually works.

Services

What We Do

Identify where AI can have the biggest impact — whether automating tasks, improving decision-making, or creating new revenue streams.

2–4 weeks, $5,000+

Automated workflows for accounting, reporting, client communication, document processing, and other operational tasks.

$5,000–$15,000

Custom AI tools — from intelligent document processing to AI-powered dashboards and reporting systems.

From $10,000

Methodology

Map your current workflows, pain points, and goals.

Find the highest-impact opportunities for AI and automation.

Develop and deploy solutions using proven tools and platforms.

Track results and iterate based on real-world performance.

Applications

Area	What AI Can Do
Accounting & Finance	Automated reconciliation, intelligent categorization, anomaly detection, forecasting
Client Operations	Automated intake, document processing, smart routing, follow-up automation
Marketing & Sales	Content generation, lead scoring, personalized outreach at scale
Reporting & Analytics	AI-powered dashboards, natural-language querying, automated insights
Administrative	Email triage, scheduling automation, document summarization

Why Us

Understands the numbers, compliance requirements, and operational reality.

Doesn't just advise — builds and ships working solutions.

We recommend the right tools for your situation, not a pre-sold platform.

Every engagement starts with a clear scope and measurable outcomes.

Book a free consultation to discuss your needs.