Get your firm's AI guardrails in place before busy season.
Your staff are already putting client work into AI tools. In one 30-minute call, we'll pinpoint where your firm is exposed and the first three moves to make before January. Then we handle the implementation.
30 minutes to map where you stand and what to do first.
AI is already in your firm. The rules for it aren't yet.
Most growing firms are in the same spot. The ones that sort it out before busy season go into January with less risk and more capacity. The ones that wait spend tax season hoping nothing goes wrong.
Staff are experimenting without rules
ChatGPT and other tools are already in use, with no firm-wide answer for what client information can go where.
You're paying for AI you don't use
Your tax, practice management, and Microsoft 365 tools already include AI features nobody has turned on.
Everyone agrees, no one owns it
The partners know something needs to happen. Nobody has the time or the mandate to lead it.
The window is short
Once January hits, nobody has room to make these decisions. The off-season is when this gets done.
Plan in the fall. Protected by January.
The off-season is the only time your partners have room to make these decisions. Start now and your guardrails are live before the first return comes in.
Decide what to do first, what to skip, and who owns it
AI policy, approved tools, WISP updated, existing features turned on
No disruptive changes. Staff use approved tools safely.
Real hours saved, implemented when your team has room
You make the decisions. We handle everything else.
Once your partners agree on priorities, the work is ours: the vendors, the setup, the specialists, the rollout, and the follow-through. One contract, one point of contact, one team accountable for the result.
No software to buy from us, no commissions, and no report that sits on a shelf.
What comes off your plate
Specialized security, integration, and legal work is done by vetted specialists under our management, and we answer for it.
Rachael Skillman
Rachael's career is in cybersecurity, and she has spent years orchestrating the tools, automations, and vendors businesses run on. On the call, she'll tell you plainly what's worth doing, what isn't, and what to do first.
"Rachael was the only person in the room who truly understood what needed to happen."
Technology leader
Busy season won't wait. Request your call this week.
In 30 minutes you'll know where your firm is exposed, which AI features you already own, and the first three moves to make before January. Free, no pitch deck, and useful whether or not we work together.
