You sell expertise. Your team spends the day on admin.
Accounting, consulting, advisory and agency firms bill for judgment, then lose hours to intake, status updates and reports nobody wants to write.
№ 01
What's capping your firm's growth
The billable-hour ceiling.
The only way to grow revenue is to hire more people, because every dollar is tied to someone's time.
Partners writing first drafts.
Proposals, engagement letters and research eat the hours your most expensive people should spend with clients.
Knowledge that walks out the door.
What the firm knows lives in people's heads and old folders, not somewhere anyone can search.
Status updates nobody bills for.
Hours a week go to telling clients where things stand.
№ 02
How firms end up here
Most firms grew on people, not systems. Drafting, research and reporting are still done by hand, one engagement at a time, and past work is hard to find and reuse. The result: senior people doing junior work, and growth capped by headcount.
№ 03
Same team, more clients
Grow without hiring at the same pace: AI does the research, drafting and reporting, so each person can carry more clients.
Your firm's knowledge, on tap: past proposals, memos and deliverables become searchable and reusable in seconds.
More value per partner: firms that do this win on speed and price, and the gap grows every quarter.
№ 04
What we build for accounting, consulting and advisory firms
01
Proposal drafter: builds a tailored proposal from your past wins and the client's brief, ready for a partner to edit. Days become hours.
02
Client intake: collects documents, checks what's missing and sets up the file, folders and project.
03
Client status updates: reads your project tools and emails, then drafts a weekly update for each client.
04
Research briefs: pulls sources together into a short, structured brief you can drop into a deck.
05
Contract first-pass: flags unusual or off-standard terms before a partner reads the contract.
06
Capacity view: shows who's over- and under-booked so billable hours don't leak.
The fastest wins are client intake, first drafts of proposals and reports, and meeting follow-up. These are repetitive, text-heavy tasks where AI does the first 80% and your people review the rest.
Will AI replace our staff?
No. It removes admin so the same team can take on more clients. Every client-facing output is reviewed by a person before it goes out.
How much does it cost to start?
The AI Deep Dive is $2,500 for 10 days and ends with a written plan and a price for each step. Ongoing work starts at $3,000 a month with no long-term contract.
Start with the AI Deep Dive.
$2,500, 10 days, one written plan with the price of building it. You own the plan whether you build it with us or not. Already know what you need? Ongoing engagements start at $3,000/month.
