Services

Practical AI that
pays for itself.

Every service is built around one goal: giving your small business back time it shouldn't be spending on manual work. Whether that's automating a process, fixing your finances, or sharpening your AI strategy — we scope it clearly and deliver it fast.

01 Workflow Automation 02 Finance & Accounting AI 03 AI Workflow Diagnostic
01 Most popular

Operations & Workflow Automation

Your team is probably spending hours every week on work that doesn't need a human. We map exactly where that time is going, then build AI workflows that handle it automatically — reliably, repeatably, and without you having to think about it.

What's included
Workflow mapping — we trace exactly where your team's time is going
Custom AI automation for your highest-impact repetitive tasks
Integration with tools you already use (email, CRM, cloud storage)
Team training so you're fully independent after handover
Documented workflows and a maintenance guide

"Most small businesses are sitting on 10–20 hours of automatable work per week. We find it, we build the solution, and we hand it over."

— Jon, Founder

Example workflows we build
Client onboarding
Forms → contracts → welcome emails, automated
−6 hrs
Follow-up sequences
Trigger-based email & reminder workflows
−4 hrs
Document processing
Intake, categorise, route & file automatically
−8 hrs
Weekly reporting
Data pulled, formatted, and delivered automatically
−3 hrs
02 CPA-built

Finance & Accounting AI

Finance automation built by someone who actually understands accounting — not just technology. That distinction matters when you're talking about your books, your compliance, and your cash flow.

What's included
Invoice creation, chasing, and payment reconciliation
Expense categorisation and management automation
Month-end close process acceleration
KPI dashboards that update automatically from your data
Financial reporting delivered to your inbox on schedule
Finance tasks we automate
Invoice processing
Create, send, chase & reconcile
−82%
Expense management
Capture, categorise & approve
−70%
Month-end close
Faster, cleaner, less stressful
−68%
Scheduled reporting
KPIs delivered automatically
−100%
03 Best starting point

AI Workflow Diagnostic

A fixed-fee diagnostic for solo CPAs and small accounting firms who know AI should be saving them time — but don't know where to start, or who to trust. Over two weeks, we map your actual workflows, identify exactly where AI delivers real hours back, and flag what to ignore.

What's included
Workflow Map — your top processes annotated with where time is lost
AI Opportunity Matrix — workflows scored by time savings and ease of implementation
Firm AI Roadmap — top 3 recommendations with specific tools and first steps
90-minute working session via Zoom
60-minute walkthrough call to review your Firm AI Roadmap together
See full details & book →
$1,500 fixed fee · delivered within two weeks
Your Firm AI Roadmap covers
Workflow Map
Every key process documented & assessed
AI Opportunity Matrix
Workflows scored by time savings & ease
Firm AI Roadmap
Top 3 recommendations, specific tools & first steps
Built for your stack
QBO, Xero, or legacy — specific to your setup
How every project starts

First conversation to first result.

The same four-step process applies to every service — clear, fast, and no surprises.

01
Free Discovery Call
30 minutes to understand your business, your biggest pain points, and whether we're the right fit. No pitch.
02
Scoped Proposal
A clear document: what we'll build, what it costs, how long it takes, and how we measure success. No vague retainers.
03
Build & Deliver
We build quickly and keep you updated. First deliverable is always within two weeks of starting.
04
Handover & Train
You get everything — the solution, the documentation, and the training to run it independently.
Common questions

Things small business owners usually ask.

Not at all. Most of our clients have little to no technical background — that's the point. You understand your business; we handle the technical side and explain everything in plain language. You'll be trained to use and maintain what we build without needing a developer.
Every project is scoped and priced individually based on what's needed — there are no fixed packages because every business is different. What we commit to is always providing a clear, fixed price before any work begins. No surprises, no open-ended retainers. Book a free call and we'll give you a straight answer.
Faster than you'd expect. Our target is to have your first working solution live within two weeks of starting. We specifically scope early phases around quick wins so you see real impact — and real time savings — before we move on to anything more complex.
We'll tell you that on the first call — honestly and without trying to sell you something you don't need. We've been in business long enough to know that a straight answer builds better relationships than a project that doesn't deliver. If AI isn't the right tool for a particular problem, we'll say so and often suggest what is.
No — we work with small businesses across the US. Everything is delivered remotely via video call and screenshare, and we've found that remote collaboration works extremely well once we've had an initial conversation.

Not sure which service
is right for you?

That's exactly what the free discovery call is for. Tell us about your business and we'll point you to the right starting place — no obligation.