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Your 
AI 
problem 
is 
a 
data problem. 

> data first. rules second. tools last.

> the problem

Every week a vendor calls. The tool will save a day. Some tools will. Most won't — and the reason is never the tool.

The firm's data is spread across five systems and a shared drive. Nobody owns the rules. Half the staff already use AI on their own, and no one knows which client data went into it.

A firm can buy tools all year and end up where it started. That is the failure we are hired to prevent.

> what the firm walks away with

Four weeks. Fixed scope. Fixed fee.

A maturity score
Six axes, one phase, one page. Where the firm stands today, scored on what we observe — not what we're told.
A shadow-usage report
What staff say they use, and what they actually use. The gap is the risk.
An opportunity map
Every candidate for automation, ranked by what it's worth against what it costs.
A build-or-buy call
On each opportunity. Sometimes the answer is a tool you already own with a feature switched off.
A governance baseline
For tax firms, aligned to IRS Publication 4557 and the FTC Safeguards Rule — the written security plan you are required to have anyway.
A sequenced roadmap
Now, next, later. Owners named, order defended. The thing the partners actually run.

> who it's for

Firms of 5 to 50 people that sell judgment for a living.

Accounting and tax practices first. Partners who are being sold AI and have no way to judge it.

> what we don't do

  • — We don't sell software. Vendor-neutral. The recommendation is the product.
  • — We don't touch the client relationship. We automate what happens inside the firm.
  • — We don't install a tool before we know the order. A demo is not a deployed system.
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> where you stand. what's worth doing. in what order.

> already have a roadmap? see what comes after the assessment.