For Austin accounting firms
Busy season
is coming.
Your staff
needs hours.
Fifteen minutes, free. We'll tell you what's safe for client financials, what saves real time, and what to write down first.
↑ press it · the audit
What we find in most firms
Four ways this bites.
What we actually do
Practical. Not a deck.
- ✓Pick tools safe for client financial data
- ✓Turn off training and retention on your accounts
- ✓Set what never gets uploaded anywhere
- ✓Speed up document intake and review
- ✓Draft first-pass memos and client emails
- ✓Read the vendor contract before you sign it
- ✓Write the firm's AI policy in plain English
- ✓Set the review step so numbers get checked
- ✓Train staff before January, not during
- ✓Answer “can we use it for this?” on the phone
So nobody's time gets wasted
What we don't do.
Certified & credentialed · current, not decorative
- Certified ArchitectAnthropic
- Certified AI PractitionerAWS
- Generative AI EngineeringIBM
- AI EssentialsGoogle
- FoundationsGitHub
Where most people start
The AI
Once-Over.
Two weeks. I go through how your business actually runs and hand you a ranked list of what AI should be doing in it — then we build the first one together.
Not sure yet? Then don't buy anything. Call me for fifteen minutes and I'll tell you whether the audit is even the right move for your business.
Open for business
Book the
15 minutes
Bring the bottleneck you already know about. You'll get a straight answer and a next step.
- Est. 2025
- Austin owned
- No commissions
- No vendor pitches
- Free consultation