We find it in a 15-minute call, then come back with one fix — the tool, what it costs, and the first step you can take this week. The diagnosis and the recommendation are free.
15 min · No pitch deck · No jargon · Built for firms with 2–50 people
e.g. chasing clients for documents, cleaning up books, drafting engagement letters…
That's the number we put on the table in the first call. Then we go find the fix.
How it works
Most AI consultants show up with a tool and look for a problem. We do it in the only order that actually works.
Five questions. Which lever matters most to you right now, what your team repeats most, where things fall through the cracks, and how many hours it eats. We name your most expensive problem back to you in one sentence.
"It sounds like the real leak is the 6 hours a week spent rewriting the same proposals."
We don't guess on the spot. We go do the homework and come back with exactly one recommendation: the tool, what it costs, and the first action you can take this week. It's yours either way.
One bottleneck. One fix. Not a 40-page strategy deck.
If you want it done for you, we set it up with your team — configuration, workflow, training — and measure the before-and-after against the hours we found in Step 1. Our fee comes out of the savings we verify. No savings, no success fee.
"Live by next week" is the standard, not the stretch goal.
The pattern library · Accounting & Tax
We only work in two industries, so the same bottlenecks show up over and over. Typical weekly hours below are what we see at firms your size.
Hours shown are typical ranges for 2–50 person firms. Your numbers come out of the first call.
Why one fix beats ten
Makes the firm more money — turning compliance clients into advisory revenue, or re-mining a dormant candidate database.
Gives you and your team hours back — the document chasing, the data entry, the formatting, the follow-ups.
Makes your clients happier — faster responses, faster submittals, fewer things falling through the cracks.
Pricing
Start free. The assessment locks your baseline. Implementation is a small floor plus a share of the verified savings — you keep ~75% of every dollar recovered, and if the number doesn't move, you pay the floor and nothing more.
Bigger firm, bigger roadmap? The AI Transformation engagement implements your top 3–4 fixes over 60–90 days: $5,000 floor + 20% of verified annualized value, capped at $30,000.
Book the free Bottleneck Call. Worst case, you lose a quarter of an hour and gain a number you didn't have this morning.
Book the free Bottleneck CallNO PITCH DECK · NO JARGON · FIX LIVE BY NEXT WEEK