Fixed-fee assessmentMost popular
AI-Native Readiness
Where AI earns its keep in your business, and how to do it safely.
- Fee
- R60,000 once-off$5,000 once-off
- Duration
- 4 weeks
- Senior time
- 24 hours
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For accounting and advisory firms
Your practice runs on software, client data and deadlines. We help you choose and run the right technology, and use AI to take routine work off your team, safely.
Accounting, tax, audit and advisory practices with roughly 5 to 150 people.
The fit
Most firms have practice management, accounting and document tools plus an IT supplier. What is missing is someone senior to decide what to adopt, what to drop and how to use AI without risking client confidentiality. That is a few days a month, not a full-time salary.
What we do
The right practice management, document and accounting tools, connected.
Fewer tools, renewals tracked, savings found.
Approved tools, a policy and pilots on real work.
Access, backups and incident plans proportionate to the firm.
AI in practice
| The task | Today | With AI | Who checks it |
|---|---|---|---|
| Document intake | Invoices, statements and source documents captured by hand | Documents read, classified and posted as drafts | Staff review exceptions before posting |
| Bank reconciliation and query lists | Unmatched items investigated one by one | Suggested matches and a draft client query list | The accountant confirms matches and sends queries |
| Client queries and engagement letters | Drafted from scratch or old templates | First drafts from the client file and your templates | A partner or manager approves |
| Management report commentary | Commentary written after the numbers are final | Draft commentary on movements and ratios | The accountant edits and signs off |
| Firm knowledge | Technical and procedure questions go to senior staff | An assistant answering from your approved manuals and templates, with sources | The technical partner owns the sources |
Every example keeps a qualified person in control. We start with the rules, then prove one use case on your own work before anything scales.
Guardrails
Where to start
Find where AI helps and set the rules first.
Where AI earns its keep in your business, and how to do it safely.
When subscriptions and suppliers have grown unchecked.
Find the waste in your cloud and software bills in two weeks.
To get partners and staff using AI safely, fast.
Get your leadership and teams fluent in AI, safely.
A senior sounding board for founders and boards.
Try AI safely
Half a day for partners or leaders: what AI can do, the risks, your use cases.
Executive AI Briefing and Workshops
Policy, approved tools, and the opportunities worth trying.
AI-Native Readiness
Three weeks, your data, measured against today.
AI Proof-of-Concept Sprint
Put what works into production, or have a senior leader run the programme.
AI Automation and Agents
or lead it with
Fractional CTO and AI Lead
Stop after any step. You keep everything we produce.
FAQ
Book a 20-minute call. We will tell you where to start, and whether you need us at all.