I build AI systems for professional services firms
Accounting firms and marketing agencies hire me when they know AI matters but don't know where to start. I map your workflows, build the automation, train your team, and measure what changed. 4-6 weeks.
The problem
More revenue. More headcount. Same margins.
Professional services firms hit the same ceiling. Growth means hiring. Hiring means thinner margins, longer onboarding, and knowledge that walks out the door.
Revenue is tied to headcount
Every new client needs another person. Your payroll grows faster than your profit.
Knowledge lives in people, not systems
Your best manager knows how to handle every edge case because they've done it 200 times. When they leave, that knowledge leaves too.
What changes
AI that runs your repeatable work
I build AI workflows on your existing tools. Your team handles the judgment calls. The system handles everything else.
Scale without hiring
AI agents handle document intake, data entry, report drafting, and client follow-ups. Your 30-person team does the work of 45.
Capture what your best people know
Your senior manager's process becomes a system. When they leave, the knowledge stays. When you hire, onboarding takes days instead of months.
See the numbers
Every automated workflow comes with a measurement dashboard. Hours saved, throughput, error rates. You know exactly what's working.
I've been where you are
I know this because I've been in your shoes. I ran a professional services firm for about ten years. The same problems kept showing up.
I tried the software. Most of it, actually. CRMs, project management tools, workflow platforms. Each one solved one thing and created two new problems. Suddenly my team needed training on five different systems. I spent more time managing tools than managing the business.
And in the end, none of them were smart. They were forms and dashboards. They didn't understand your clients. They didn't understand the context of what was happening. A well-organized spreadsheet without intelligence.
AI changes that equation. Not another tool to learn. An actual system that understands what's going on and acts on it.
How we'll work
One workflow. Four weeks. Measurable results.
Each sprint tackles one high-impact workflow from assessment to production. Then we move on to the next problem.
Find the highest-impact opportunity
I sit with your executives and map the current state of your operations. Every workflow gets scored for automation potential and ROI. We pick the one that moves the needle most.
Design and build
We figure out what the automation looks like. Sometimes it's a Claude Cowork plugin. Sometimes it's custom software. I build it on your existing tools. No new platforms to buy.
Go live and measure
The system goes into production. I set up tracking for hours saved, throughput, and error rates. Real numbers, not projections.
Train your team
Your people learn to use the new workflow. Documentation, walkthroughs, hands-on sessions. Adoption is where most AI projects die, so this part gets the same attention as the build.
Know which workflow to fix first?
Book a 30-minute call. We'll map your operations and find the highest-ROI automation.
Example
20-person marketing agency. Client reporting and scope tracking.
Nobody tracked scope creep until projects were underwater. Two senior people left and took their client knowledge with them.
12hrs
Spent on reports every Friday
Account managers assembled client updates from Slack, Notion, and meeting notes by hand. Every week.
45min
After automation
A Claude Cowork plugin now pulls activity, writes the updates, and flags out-of-scope work. Managers just review and send.
4wks
Assessment to live
Week one: mapped workflows with the founders. Weeks two and three: built the system on their existing tools. Week four: trained the team.
Who I work with
Professional services firms doing $2M-$15M in revenue, 20-100 staff. Work is repeatable. Margins depend on efficiency.
Accounting firms
Document intake, report generation, compliance tracking, task routing. A 30-person firm can save 40+ hours per week on these workflows alone.
learn more →Marketing agencies
Client onboarding, reporting, project management, asset production workflows. The operational work that eats 30-40% of your team's time.
learn more →What you get
One engagement. Three deliverables.
Every sprint covers assessment, build, and training. Here's what that looks like in practice.
AI Readiness Assessment
Workflow-by-workflow scoring for automation potential. You get a prioritized roadmap with your top 3 opportunities ranked by payback time.
learn more →Process Automation
I take the highest-scoring workflow and build the AI automation on your existing tools. No new platforms to buy.
learn more →AI Agent Development
Custom agents that read emails, classify documents, route tasks, and draft reports. Deployed on the tools your team already uses.
learn more →