For owner-led accounting firms of 10 to 50 people
Busy season shouldn't run on your partners' evenings.
I'll show you which prep and follow-up work comes off their plate, with tools you already own and a policy that keeps client financial data safe.
Not an accounting firm? Architecture and engineering · Financial planning
Ten questions. You get your result straight away.
Sound familiar?
Document chasing eats the season.
Every engagement starts with the same emails asking for the same missing documents.
Everyone uses AI differently.
A few people lean on ChatGPT. Others won't touch it. Nobody has written down what is allowed with client tax and financial data.
Review is the bottleneck.
Senior people spend their nights checking formatting and tick marks when they should be reviewing judgment calls.
What you get: the AI Workflow Audit
A two-week review of how work moves through your firm, starting with client intake and review. Fixed price, no retainer.
- A map of three workflows, starting with document collection, workpaper prep and review, showing where the hours go
- Ranked recommendations for where AI saves time, using tools you already pay for wherever possible
- A one-page AI use policy your staff can follow
- A 90-day plan you can run yourselves or hand to me
- A 60-minute readout with you and anyone you choose
See what you get
Read a sample one-page AI use policy
Halden Pryce is a fictional firm. This shows what the policy looks like. It is not a client.
How it works
Kickoff, 45 minutes.
We pick the three workflows and write down how long each takes today.
Two weeks of work, about three hours of yours.
I talk to three of your people for 30 minutes each and review real examples with client details removed.
Readout.
You get the findings, the policy, and the plan, in plain language.
What it will not do
AI will not sign a return for you, and I won't tell you it will. The judgment stays with your firm. The goal is to give your senior people their time back for the parts only they can decide.
Price
- $1,500 for the first three firms.
- After that, $2,500.
- Half to reserve your start date, half at the readout.
Founding-rate firms agree to give feedback and, if they are happy, a case study they approve before it is published.
Who you'd be working with
I'm Nate Lubeck. I'm a product owner at a Los Angeles advertising agency, where my work is AI adoption and governance.
I work with one firm at a time, so you deal with me directly.
Questions firm owners ask
- We're only 15 people. Is this for us?
- Yes. Firms your size have enough repeated work for a fix to matter, and you can change how you work in a week, not a quarter.
- We already use ChatGPT.
- Good, that makes this faster. The audit turns what a few people do on their own into how the firm works, with a policy behind it.
- How much of my time does it take?
- About three hours across two weeks: the kickoff, a short interview, and the readout.
- Our IT provider handles technology.
- They keep your systems running. This is about how your people do the work. I'd like to include them; the plan works better when they are part of it.
- What about our clients' data?
- We work from examples with client details removed, under a confidentiality agreement, and nothing of yours goes into an AI tool you haven't approved.
- What happens after the audit?
- You can run the 90-day plan yourselves. If you'd rather have help, I can build the first one or two workflows with your team for a fixed price.