AI adoption
Make AI useful inside the work your team already does.
Hands-on training, workflow assessment, and implementation for accounting and finance teams—grounded in real processes, governance, and professional judgment.
The operating principle
Start with one workflow. Prove the value. Then expand.
The goal is not tool adoption for its own sake. It is a faster, clearer, more defensible way to complete work your team already owns.
Assess
Find the recurring task with enough friction, volume, and judgment to justify a build.
Build
Create the working process with human review, data boundaries, and exception handling.
Transfer
Document and teach the workflow so the team can sustain it without consultant dependency.
Engagement options
Three useful starting points.
AI Working Session$300 · 90 minutes
A focused one-on-one session on a single 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
Booked and paid through a separate working-session event—no proposal required.
AI Operating Day$10,000–$12,000
An intensive day with your team to assess the workflow, build one AI-assisted 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 ImplementationSprint $40K · Full $75K–$100K
An assessment-to-build engagement for a close, reporting, controls, or decision workflow.
- Current-state workflow and risk assessment
- Tool and process design
- Implementation with review controls
- Training, documentation, and handoff
You do not have to solve adoption from a blank page.
Bring one workflow, one team, or one decision. We will determine the right first build.