Industries / Accounting firms
AI consulting for accounting firms that want fewer bottlenecks and a less miserable busy season.
If your team is still chasing documents, copying numbers between systems, and getting buried in status emails, there is room to clean this up.
Common pain points
- Missing documents and constant reminder emails
- Manual intake and repeat data entry
- Review prep that starts too late because admin work piles up first
- Clients who need better communication without more staff hours
What I help improve
Document workflows: intake, categorization, extraction, and cleaner handoff to the next step.
Client reminders: automated follow-up that feels organized instead of naggy.
Internal prep: summaries, checklists, and review support that reduce the scramble.
Process cleanup: deciding what should be automated, what should stay human, and what should simply stop existing.
Best fit
CPA firms, tax prep shops, and bookkeeping teams with repeatable document-heavy work and enough volume for process debt to hurt.