Bring AI into your firm — safely, and for real.
Hands-on help for small and mid-size accounting firms adopting Claude and modern AI — from first pilot to firm-wide, defensible workflows.
Most firms know AI matters. Few have made it real.
Between the hype and the workpaper sits a hard question: what’s actually safe, useful, and defensible in a CPA practice? I help you answer it — and build it — without betting the firm on a demo.
From first pilot to firm-wide
AI Readiness Assessment
We map where AI fits your real workflows, what’s safe to adopt, and a prioritized 90-day roadmap.
Hands-On Implementation
We set up Claude and the right tools and build working automations with your team — reporting, cash forecasting, document review.
Governance & Defensibility
Policies, review controls, and documentation so AI holds up in the workpaper and with regulators.
Team Training
The AI Practice Lab, tailored to your firm — your people leave confident and productive, not overwhelmed.
A CPA who has actually done it.
CFO & Treasurer, CPA / CGMA, 35 years in finance, past Chairman of the Alabama Society of CPAs, and a continuing-education instructor and author on practical AI for accountants. This isn’t theory — it’s the toolkit I teach, publish, and use.
Move from curiosity to working AI.
Book a consultation and we’ll map your firm’s first wins — safely, and on your terms.
