▲ FOR PROFESSIONAL SERVICES — ACCOUNTING · CONSULTING · INSURANCE
Your systems hold client financial data. So that answer comes first.
Where your data sits, in plain words: in accounts you control. It's never sold, and it's never used to train anyone's AI — where AI processes a record, it runs under business terms that forbid training on your data. The day-one access list names every system involved, so you can see exactly where things run. Part ways and you keep everything.
Nothing here proposes a chatbot to your clients. The work is internal — intake, documents, books, follow-up — and anything that takes judgment keeps your sign-off.
The January intake pile is a systems problem.
Chasing client documents by email, three follow-ups deep. The same client typed into the practice suite, the books, and the mail merge — slightly different in each. Engagements you suspect are unprofitable but can't prove until the year closes. The average small business works 13 months for 12 months' pay sources ↗ — for a firm, that's the season.
The fix isn't a chatbot. It's plumbing: your practice suite, your books, and your email finally acting like one system — and your operation able to answer questions about itself.
Where firms start
Systems-That-Talk
Practice suite ↔ books ↔ email in one flow: intake opens the file, documents land where they belong, nothing re-typed. The document chase ends.
$4,900–$9,800 one-time
WORKS-OR-I-WORK-FREE
Ask-Your-Business-Anything
"Which 1040 clients haven't sent documents?" "Which engagements are unprofitable?" Straight answers with the receipts — plus one page every Monday, in dollars.
$7,900–$14,900 one-time
If phones ARE your pain
Never-Miss-a-Lead
Most firms run on referrals — but if intake calls and web forms go unanswered, the phone install exists here too.
$4,900 one-time
The Profit-Leak Diagnosis — $3,500 flat, 4×-or-Free
The same engagement the trades pages call the Profit-Leak Audit — renamed here because "audit" is your word, and this isn't licensure work. About three weeks — the exact date set in writing at booking — against your operation: where hours leak, which engagements bleed, what your systems drop between them — every finding dollar-quantified with the evidence attached, judged by a counting standard you can challenge line by line.
I find at least four times the fee in named dollars, or you don't pay.
A fixed fee, paid at booking, 100% credited toward any install — tied to a delivered report, the same engagement shape your own industry is moving to.
Timing, stated plainly: engagements start May through November. Nobody's installing anything in your office during filing season.
Fair questions — the firm's order
“Where exactly does client data go?”
Into nothing you haven't seen named. The flows run inside accounts you control. The day-one list names every system a record touches. Nothing is sold and nothing trains anyone's AI — the business terms forbid it. Part ways and every flow, credential, and record stays yours. My background is regulated rooms — DOE public-trust vetting, ITAR environments at Boeing Defense — and when a cyber incident hit a company I served, my response recommendation became board policy.
“We're not technical. Who runs this?”
I do. Your people notice one change: they stop re-typing and they stop chasing documents by hand.
“Am I the guinea pig?”
You'd be among my first clients for this company, and I say that before you ask. It's why the guarantee has no wiggle room and the founding terms exist. The work itself isn't new to me — 23 years inside enterprise systems, and you can watch my own operation answer questions live before you engage. Then check back with me at day 30 of your guarantee window — the logs will speak for themselves.
“What if a vendor update breaks a flow?”
Updates do break integrations — anyone who says otherwise hasn't run one. Flows are monitored, failures alert me before they alert you, and under a care plan they're fixed as part of the month.
“Contract?”
Installs are one price. Anything ongoing is month-to-month, cancel with one email. Accounts in your name — and the runbook is yours.
Start free, or start talking.
The system answers in under 60 seconds either way — and I call you the same day.
The Leak Check, in one line: we call your line the way a customer would, test your web form, and time what happens — you get the report free, either way.