Accounting firm workflow and AI consulting

For Small Firms and Professional Practices

Fixed-fee workflow and practical AI support for founder-led Canadian accounting and bookkeeping firms with 2–20 people. We clarify ownership, improve handoffs and reduce repetitive admin using the tools you already have.
Start with a free 15-minute fit call. A Clarity Session identifies priorities; a sprint helps implement an agreed improvement.
Book a free 15-minute call
Clarity Session
For owners who know something needs to change but aren't sure where to start. We review your workflows and tools, and you leave with your top 3–5 opportunities and a written summary with practical next steps.
C$499 + HST · 90 minutes, virtual
Book a free 15-minute Clarity fit call
Operational Efficiency & Scale Sprint
For firms where one workflow keeps causing delays and follow-ups. Includes a workflow map, 3 to 5 quick wins, clear ownership, a checklist and client templates, before and after measures, and a 90-day roadmap. 3 weeks · Introductory rate C$1,375 + HST (regular C$2,750). Intro rate applies to sprints booked by November 30, 2026. Book a call about this sprint
AI & Workflow Automation Sprint
For firms curious about AI but worried about getting it wrong. Includes an AI use guideline, one proof of concept with human review and measured time saved, a prompt playbook your team keeps, team training and a 90-day AI roadmap. 3 weeks · Introductory rate C$1,625 + HST (regular C$3,250). Intro rate applies to sprints booked by November 30, 2026. Book a call about this sprint
Fractional COO
For owners who want ongoing help running and growing the practice. Part-time, hands-on operations support, with the scope set around what you need. Monthly · Let's talk about what you need

For Mid-Size Organizations

For organizations of 300 to 1,500 people, I help design operating models, governance and AI adoption programs that give leaders clarity and help teams move faster. Engagements run 6 weeks to 6 months.
Book a free 15-minute call
Operating Model and Governance
For organizations where decisions are slow and ownership is unclear. We design the operating model, governance and ways of working that give leaders visibility and teams clarity. Engagement: 6 to 10 weeks
AI Adoption and Change
For organizations rolling out AI or other large changes. We build the strategy, guardrails, training and adoption plan that turn the rollout into everyday use. Engagement: 3 to 6 months

Start on Your Own

Not ready for a call yet? Start with a free resource or a do-it-yourself kit, and work through it at your own pace.
Free Document Chase Checklist
A one-page checklist with the 10 fixes I use with small firms to cut the back-and-forth at tax time. Free. Get the free checklist
DIY Kits
The Document Chase Kit, C$49 + HST. The Founder Load-Lightening Kit, C$299 + HST. Do it yourself, at your own pace. See the DIY kits
Book a free 15-minute call