Where Accounting Firms Begin Their AI Journey
Everyone knows change is constant, but when it comes to adopting new tools, most firms hesitate.
After just 6 months of kicking off AI initiatives within small accounting firms, we’ve seen:
+64%
in daily use, from 22% ⟶ 86%
13.8hrs
saved per employee per month
+40%
client engagement and interaction
+15%
employee confidence
Why Most Firms Struggle to Get Started
Too Fast, Too Quick: With new AI tools and updates dropping daily, it’s hard to keep up to date, let alone train your teams.
Talent & Culture Gap: Without a robust change-management plan and targeted training, teams default back to familiar manual workflows.
Risk & Compliance Roadblocks: Data-security, privacy, and regulatory requirements can make scaling AI feel like navigating a minefield.
Our Process:
Start with a secure, reliable foundation. Secure accounts, roles, guardrails, data security, company AI policy.
Setup
Hands-on onboarding for all of your team. From one-on-ones, to workshops, to custom resources and apps (GPTs), we take it off your plate and into your team’s hands.
Training
Turn pain points into streamlined workflows. Deep dive into your processes to deliver tailored solutions
Solutions
We’re around for you 24/7 + 365. We handle updates, new releases, and keep your tools running flawlessly.
Support
Adoption That Compounds
Day 0 (0 months):
Uses AI a few times a week
Confidence: 6/10
Unsure what AI can actually do
Day 60 (2 months):
Using AI daily (2x increase)
Confidence: 7/10 (+1)
Starting to see impact (saves 0.5-1hr/week)
Day 180 (6 months):
“AI is open at all times”
Confidence: 8/10 (+1)
Saving 3-5hrs/week
Productivity ↑ 25%+
Client Engagement ↑ 75%+
🚀 Novice → building his own GPT (app) in 6 months
👉 Firms who adopt AI today will outpace those who don’t
The first step is deciding your firm won’t get left behind.
The next step is recognizing you don’t have to figure this out alone.