More clients. Same partners.
Accounting, advisory, insurance, real estate, recruiting, consulting and other firms run on two things: documents and what your people know about each client. I build one AI system your whole firm works from, so that knowledge is captured once, used by everyone, and sharpened every time someone corrects it.
Also: Law firms · SEO & marketing agencies
The work that repeats for every client, done the same way every time.
- Engagement letters, proposals and onboarding packets drafted from your own templates
- Recurring client reports and summaries, ready for a partner to review
- Meeting notes turned into action items and follow-up emails in your voice
- Document review against your own checklists, with every issue pointed out
- Answers to "how do we do this here?" for new hires, from your own procedures
- Each client's preferences and history kept in one place the whole team can use
Firms that run on documents and client knowledge.
- Accounting & bookkeeping
Engagement letters, month-end checklists, client questions answered from your own notes - Financial advisors
Meeting prep, review summaries and follow-ups drafted from each client's file - Insurance agencies
Quote comparisons, renewal letters and policy questions, checked against the policy itself - Real estate brokerages
Listing copy, transaction checklists and client updates in your brokerage's voice - Property managers
Tenant notices, owner reports and maintenance follow-ups from one shared record - Recruiting & staffing
Job posts, candidate summaries and client submittals built from your own playbook - Architecture & engineering
Proposals, scopes and meeting minutes drafted from past projects - Consultancies
Proposals, decks and client reports that reuse what the firm already knows - Something else?
If the work repeats and the knowledge lives in people's heads, it fits
Different businesses. The same three questions.
Where does the time go? What repeats? What does this business know that no AI model does? Every engagement starts there.
- A financial-advisory brokerageConnecting accounting firms with advisors
- A farmers-market delivery startupStandardizing its financial model so every version is built the same way
- My own backgroundYears in supply chain at Tesla and KLA, and building and exiting a Bitcoin ATM company
Start with a conversation. Leave with a plan.
Free consultation
One hour with you and whoever runs operations. I learn where your team's time actually goes, and where AI fits and where it doesn't.
FreeYour written AI plan
Which tasks to automate first, which tools to use, and what it will save. It's yours to act on with or without me.
Yours to keepBuild, train, oversee
If you want me to do it, I build the system, train your staff, and stay on as your outsourced AI lead.
OptionalWhat firms ask first.
What kinds of professional-services firms do you work with?
Accounting and bookkeeping firms, financial advisors, insurance agencies, real estate brokerages, property managers, recruiting and staffing firms, architecture and engineering firms, and consultancies. If your work runs on documents and what your people know about each client, the same approach applies.
Is my clients' information safe?
The system lives in your own accounts and folders, not in someone's personal chat history. I set it up on business AI plans that don't train on your data, and every person works from the same controlled files.
Do my people need to be technical?
No. Day to day, they type what they need in plain English. I set everything up, train the whole team, and show them how to correct the system when something is off, so it gets better every week.
What does it cost?
The consultation is free. After it you get a written plan with the scope and price for your firm, and you can act on it with or without me.
Tell me how your business runs. I'll tell you honestly where AI fits.
One hour. If AI isn't a fit for your firm yet, I'll tell you that too.