Services
Five ways we get AI working in your firm.
Each service stands on its own and feeds the next. Most firms start with a workshop, then pick up training and a specialist build once the value is obvious.
01 · The front door
Live workshops
Online, small groups. A half-day to find where AI earns its keep in your specific practice.
Format · Half-day, online
Price · From $6K
Book thisWe do not run a generic "intro to AI" deck. We sit with your real work, your matters and your numbers, and map the workflows where AI is worth the effort, ranked by the cost it takes off or the hours it bills back.
You walk away with:
- A ranked, costed shortlist of AI workflows specific to your practice.
- The guardrails to run them safely in a regulated, client-confidential setting.
- A clear first move, with an owner and a rough effort estimate.
02 · Capability that sticks
One-on-one training
Senior, hands-on coaching for a partner, principal, or operator who wants to be genuinely capable.
Format · 1:1, by engagement
EnquireBriefings fade. Skill stays. We work alongside you on your own files until using AI well is just how you work, not a thing you have to remember to do.
- Built around your role and the work you actually own.
- Real prompts and workflows you keep, not slides you file away.
- Honest coaching on when to trust the output and when not to.
03 · Lift the whole team
AI 101 for employees
A structured program to take an entire team from zero to safe, confident, everyday use.
Format · Team program
EnquireThe gap in most firms is not the partners, it is the bench. AI 101 gives your team the fundamentals: what these tools are good at, where they fail, how to use them without putting client data or the firm at risk.
- Practical sessions tied to the work your team does every day.
- A shared standard for safe use across the firm.
- Reference material the team keeps and actually opens.
04 · Specialist
Management AI workflows
Specialist builds for the leadership seat. Strongest fit for CFO and virtual-CFO finance work.
Format · Specialist build
EnquireFor the people running the numbers. We build AI workflows that take the grind out of reporting and free leadership for the judgement calls.
- Management reporting and board-pack preparation.
- Forecasting, scenario work, and variance commentary.
- Month-end and close acceleration with a human still signing off.
05 · Specialist
GRC automation workflows
Specialist governance, risk and compliance automation for firms that have to prove their controls.
Format · Specialist build
EnquireCompliance work is mostly evidence gathering and cross-referencing, which is exactly the kind of work that should run itself. We automate the collection and mapping so the humans can do the judgement.
- Evidence collection and continuous control monitoring.
- Control mapping across the frameworks you report against.
- Audit-prep packages assembled and kept current automatically.
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