Practical AI adoption inside the accounting and finance work you already do.
Hands-on AI training, workflow assessment, and implementation for accounting and finance teams, grounded in real processes, governance, and professional judgment.
CLEARLY SCOPED ENGAGEMENTS
Start with one workflow, prove the value, then scale AI adoption.
The goal is not AI adoption for its own sake. It is a faster, clearer, more defensible way to complete the accounting and finance workflows your team already owns.
Assess
Find the recurring accounting or finance task with enough friction, volume, and judgment to justify an AI build.
Build
Create the AI-assisted workflow with human review, data boundaries, and exception handling.
Transfer
Document and train your team on the workflow so they can sustain AI adoption without consultant dependency.
Three ways to start AI adoption at your firm.
A focused 30-minute AI brainstorming session to solve one accounting, finance, controls, or AI workflow question.
- Bring one real workflow or decision
- Build or improve the approach together
- Leave with concrete next steps and a working artifact
AI Operating Day
An intensive AI Operating Day with your team to assess a workflow, build one AI-assisted accounting or finance process, and document the handoff.
- On-site or remote delivery
- Live workflow build using your real tools
- Governance and human-review checkpoints
- Team-owned operating guide
Workflow Implementation
A full AI implementation engagement for a close, reporting, controls, or decision-making workflow.
- Current-state workflow and risk assessment
- Tool and process design
- Implementation with review controls
- Training, documentation, and handoff
How AI adoption engagements work
The AI Brainstorming Session is booked through a separate event, no proposal required. Larger AI adoption engagements start with a short discovery call to confirm scope, then move to a written proposal before any work begins.
Common questions.
No. AI adoption engagements are tool-agnostic and typically work with what your accounting or finance team already has, including Claude, ChatGPT, Excel, and Power Query. The right tool follows the workflow, not the other way around.
Every AI implementation includes explicit data boundaries, human-review checkpoints, and documentation of what data the workflow can and cannot touch, consistent with your existing controls environment.
An AI Brainstorming Session is a focused 30-minute conversation on one question. An AI Operating Day is a full-day, hands-on build with your team that produces a working AI-assisted process and a documented handoff.
You receive a documented, team-owned operating guide so the AI-assisted workflow can run without ongoing consultant dependency. Follow-on AI adoption support is available if you want it, but it is never required.
No. Most AI adoption engagements start with accounting and finance teams who have limited or no hands-on AI experience. The work is scoped around your existing process and judgment, not around prior tool fluency.
You do not have to solve AI adoption from a blank page.
Bring one workflow, one team, or one decision. I will help you scope the right first AI build.