Your Accounting Software Has AI. Your Team Doesn't Have Time to Use It.
Finance teams face increasing complexity while being expected to master AI tools without dedicated training time
Month-end close taking too long with manual processes
Audit prep consuming weeks of staff time
Transaction processing backlogs and reconciliation delays
Accounting software AI features sitting unused
Small companies unable to afford full accounting department
Compliance documentation gaps creating audit risk
Systematic AI-Augmented Accounting Workflows
We don't just provide bookkeepers—we build and continuously optimize AI-augmented accounting workflows that deliver audit-ready results. Whether you need support for your existing CFO or a complete accounting department, we deliver the same systematic excellence.
Transaction Processing & Reconciliation
- AI-assisted transaction categorization and coding
- Automated bank reconciliation with exception flagging
- AP/AR processing with systematic workflow
- Pattern recognition for anomaly detection
Audit Prep & Compliance
- Documentation standardization for audit readiness
- AI-powered audit trail generation
- Compliance checklist automation
- Government contractor requirements (FAR, DCAA)
Financial Reporting & Analysis
- Automated monthly close process with AI assistance
- Financial statement preparation
- Variance analysis and trend identification
- Custom reporting dashboards
System Excellence & Optimization
- Chart of accounts optimization
- Integration across accounting tech stack
- Process documentation and SOPs
- Continuous workflow refinement
Engagement Models
Single Professional
Augmentation
Best for: Organizations with CFO/Controller needing operational support
Typical scope: AP/AR processing, reconciliation, transaction coding, month-end support
Starting at: $2,800/month (Standard tier)
2-3 Professionals
Enhancement
Best for: Mid-sized organizations with complex accounting needs
Typical scope: Full transaction processing, financial reporting, audit prep, specialized roles
Pricing: Volume discounts apply (7% off per seat)
Complete Department
Ownership
Best for: Growing companies needing full accounting function
Typical scope: Complete accounting department with role specialization and team coordination
Pricing: Volume discounts apply (12% off for 4+ seats)
Service Tiers
Standard
- One dedicated full-time accounting professional
- AI-enabled workflow training and optimization
- Monthly performance reporting
Premium
- Everything in Standard, plus:
- Advanced AI workflow customization
- Priority support and faster response times
Star Player Certified
- Everything in Premium, plus:
- 40+ hours of attorney-led AI certification training
- Four Pillars methodology mastery
Setup Fee: $1,500-$2,000 (one-time, based on engagement size)
Volume discounts: 7% off for 2-3 professionals, 12% off for 4+ professionals