Accounting, advisory and professional services
We build a free, costed AI Delivery Roadmap: three quick wins and a clear order for getting capture, scoping, knowledge and QA out of individuals and into the firm.
Recognise yourself
The reframe
Adding tools to a firm whose best practice lives in people's heads makes the problem worse. Standardise capture, scoping, knowledge and QA first; then put AI on the standardised process. The fastest, lowest-risk wins are here.
The offer
A discovery call followed by a focused deliverable, not a sales call in disguise.
45-minute AI Profit Diagnostic call with the founders
$400 value
Current-state read of capture, scoping and knowledge workflows
$800 value
Three named quick wins for your delivery team, week-one actionable
$600 value
The costed AI Profit Roadmap (priority-ranked opportunities, payback estimates)
$2,000 value
An honest No-Go List (where AI is not the answer yet)
$300 value
Architecture fit note for your engagement and knowledge-management stack
$600 value
AI Governance Starter (acceptable-use policy template)
$300 value
Total value
$5,000 USDapprox. £3,900 GBP
Yours free.
What people say
The audit was the document we would have paid for. It showed us exactly which workflows AI could help with this quarter, and which ones to wait on. Honest, calm and useful.
Priya Sharma
Managing Partner, Mid-tier accountancy firm
Capture, scoping and knowledge. They identified exactly where our delivery method was costing us hours every week. The governance note was a bonus.
Sophie Tremblay
Head of Delivery, Advisory consultancy
Common questions
We have partner-driven culture concerns. Will this disrupt that?
No. The goal is to lift the floor without lowering the ceiling. Senior judgement stays where it belongs.
How long does the call take?
Thirty to forty-five minutes.
We are running ChatGPT informally. Is that bad?
Not necessarily. It is just ungoverned. The roadmap covers what to formalise and what to leave alone.
Does this work for US firms?
Yes. We work with advisory firms across the UK and US. The roadmap is the same — we adapt the engagement model to whichever side of the Atlantic you're on.
Thirty to forty-five minutes. We deliver your The 7-Day AI Profit Roadmap for Professional Services within a week.
