You already know AI could give you time back. You just haven't had time to sit down and figure out where. That's my job — learn how your firm actually runs, then take the work your people hate off their plate.
Recruiting & staffing, Accounting & CPA, Legal, Insurance, Consulting, Owner-led firms, 5–100 people
Recruiting firm
The copy-and-paste job is gone. The dashboards fill themselves before anyone gets to the office.
Read the storyCPA firm
Flexibility for clients, accountability inside the firm, and an owner who is apprised without chasing.
Read the storyThe leaks
Sound familiar? If one or two of these describe your week, you're not looking at a hard problem. You're looking at one that's already been solved for a firm like yours.
Every morning they rebuild yesterday by hand — pulling numbers out of one system and typing them into another. It's hours a week of the work they absolutely hate, and any typo anywhere becomes your company's numbers.
Solved for a recruiting firm: a 6 AM sync that reads both systems, applies their own counting rules, and fills the dashboards before anyone gets to the office.
The information already exists. It's just scattered across inboxes, spreadsheets, and somebody's memory (and that somebody is always busy).
Solved for a CPA owner: a daily triage that tells him what needs him and what's just noise, without anyone being asked for an update.
They'd book it themselves if they could. Instead it's back-and-forth during the busiest weeks of your year, and it makes your firm look slower than it is.
Solved for the same firm: scheduling your clients handle on their own terms, start to finish.
Your most expensive people spend their best hours assembling reports and chasing documents. That was never the job you hired them for.
That's the point of the other three. About a day a week, handed back to the work your firm actually gets paid for.
Why I care about this
AI is everywhere, and let's be honest — a lot of what it's producing is slop. Someone generates pages of a report their colleague now has to skim, when the one-pager they'd have written themselves would've done more.
I think that's backwards. The machine should take the mundane work (the copying, the chasing, the reconciling) and hand the time back to your people so they can do the parts that need a person. The call with the client. The judgment call. The culture you built your firm around.
That's the whole reason I do this. Not to make your firm smaller, and not to put AI in front of your clients. The goal isn't more output — it's giving your team back the hours the busywork has been eating.
How this works
You don't write a scope of work before you call your CPA. You call, you describe the thing, and they tell you whether it's worth doing and roughly what it takes.
Same deal here. Wondering whether something in your firm can be automated? Whether a tool's worth the money? What it'd take to get two systems talking? Email me and I'll tell you what I think.
Some of those turn into work. Plenty don't, and that's fine. It should be about as easy as grabbing a cup of coffee.
I read every one of these myself. You'll hear back within 24 hours, usually sooner.
There's no bench behind me. I sit with the person doing the tedious task, learn how your firm actually works, and build the thing that takes it off their plate.
Before this I spent nine years at Crowe LLP, a top-15 US accounting firm with more than $1B in revenue, leading product design — so I've worked inside the same kind of business you're running, and I know where the hours actually go.
I also lead product and growth at Celestial Divide, running that operation day to day on this exact stuff — so what I tell you about AI comes from using it in a business, not reading about it.
And I'm not a yes man. If something isn't worth automating, you'll hear that from me first.
Built in West Michigan. Working with firms anywhere.
More about how I workFit
Questions
No. The work I take away is the work your people absolutely hate — the rekeying, the chasing, the copying between systems. The judgment stays with them, they just get their week back to use it. The firms I've done this for kept everyone.
Then I'll tell you that. If it's not a big headache yet and the workaround is holding, my honest answer is "not yet." I'm not a yes man, and you're better off hearing it from me than finding out after you've paid for it.
Usually there's more available than the vendor advertises, and finding out is a short conversation and some digging on my end. When a system really is closed, there are other ways in — exports, email, the reporting layer. Let's use what you already have at your disposal before you buy anything new.
The conversation costs nothing. If it turns into real work, I'll scope it and give you a number before anything starts. Most of it begins smaller than people expect, because the first useful thing is usually one process, not a transformation.
It stays in your systems, under your accounts, with the least access needed to do the job. Nothing gets used to train anything. I'll sign your NDA, and if you're bound by professional confidentiality rules, we design around them from the start.
Almost never. I build around the stack you already pay for and your team already knows — Microsoft 365, Google Workspace, your CRM, whatever you're running. Replacing a core system is your call, not something I need in order to be useful.
That's the normal starting point. Bring me the thing everybody groans about and I'll find the part that's actually worth fixing. Not knowing is a reason to get in touch, not a reason to wait.
Email me, or connect on LinkedIn. It should be about as easy as grabbing a cup of coffee — and if it ends with me telling you not to bother, that's worth something too.
Get in touch