Advisory
A roadmap you can hand to someone else.
Most small firms do not need a strategy deck. They need a ranked list: what to fix first, what it costs, what it saves, and what to ignore.
Automation Roadmap
We map how the work actually moves today — not how the org chart says it moves — then rank every candidate by hours returned against cost and risk. The output is a build order, in writing, with your numbers in it.
Quoted on the call · typically two weeks
What you get
- Current-state map of the workflow, on one page
- Ranked opportunity list with hours and cost per item
- A proposed build order, and what to do yourself
- The training plan that keeps it running
What it is not
- Not software. Nothing gets built here.
- Not a license to automate everything at once.
- Not a report you file and forget — we walk it with you.
Capability mapping
A shorter engagement for a team that already knows what it wants to fix and needs the skill, not the direction. Half a day of mapping plus the training that follows from it. Quoted on the call.
Where the roadmap lands
Every recommendation is expressed as a rung on that ladder, so you can see the cost curve before you commit to it.
For partners
Bookkeepers, fractional operators, integrators and consultants: if your clients keep asking about AI and you would rather not become an AI company, we will take that work and keep you in the room. Referral terms and white-label delivery are agreed case by case — ask, and we will put it in writing.