Become an AI-integrated accounting firm

AI is resetting the game board — will you take advantage?

Integrating AI in 2023 & 2024 is your opportunity to gain market share.

Integration in 2025 & 2026 is your chance to keep your market share.

Waiting on AI until 2027+ is an open invitation to your competitors.
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We solve your AI dilemma:

As a firm owner, you can’t afford to drop everything and focus on how to evolve with AI.

But you can’t afford to ignore it either.

Not sure what AI could do for you? Start here.

The trick is to understand that AI is just digital labor.

Then it becomes very clear how to make it useful.

Think about it – who are the most useful employees to a firm?

Isn't it the ones who have been around the longest – who have the most experience, client context, and skills?

Well, digital labor works the same way.

You've got to give AI context (access to your inbox, PMS, ledger, etc.).

And you've got to give it tools to do it's work (e.g. push numbers around, write emails, update the PMS, etc.).

All this is customization work. It's integration.

It's stuff platforms suck at doing.

And either you're going to have to roll up your sleeves to do this work, or you're going to need to pay someone to do it for you.

How we work with you

1. Hold an AI-integration workshop

We use a 3-step process to model labor in your firm, accumulate custom AI uses cases, and prioritize those use cases with you.

As your deliverable, you'll receive a visual "AI-Integration Roadmap" with short-, medium-, and long-term initiatives for your firm.

2. Deploy AI developers to build the infrastructure

Our team specializes in developing AI solutions using low-code and no-code tools – generally deploying new features in under a week.

This has the double benefit of not only being quicker, but also more affordable.

Translation: you do not need a 5-figure/month budget to get started.

3. Provide ongoing strategy consulting

As your fractional Chief Automation Officer, Jeremiah manages the entire process from ideation to development to implementation within your firm.

He meets bi-weekly with your team to sync up on the roadmap, collect feedback, and review business results.

In the end, your team stays focused on keeping the firm running strong as we manage your evolution into an AI-integrated firm.

Who we work with

If you run a niche-based accounting firm with over $500,000 in annual revenue, you're in the right place.

We work with niched-based firms because the narrowed focus in clientele and processes translates to better results from the AI.

Because we work with your most sensitive IP, we only work with one firm per niche.

This means your competitors will never work with the top AI-integration agency in the land. ;)

How to get started

Between now and the end of October, Jeremiah is offering a complimentary AI-integration workshop to niche-based firms at $500k+ in revenue. Valued at $1,497.

Provide your details below, and Jeremiah will be in touch within 1 business day.