Pricing

Simple, Transparent
Pricing

One engagement. One monthly price. Everything your firm needs to become AI-ready in 6 months.

$3,500
per month
6-Month Engagement

What You Get

Everything Included,
Every Month

Your monthly investment covers a full suite of training, automation builds, and strategic support for your firm.

Monthly AI Power Hour
A structured, full-team training session each month. New topics, live demos, and hands-on practice, all built around your firm's actual workflow.
Monthly AI Show & Tell
Your team presents AI tools and automations they've built. The group votes on a winner. Small prize, big momentum. This is how culture shifts.
SOP Documentation
We interview your team to map every key process using an AI-assisted approach. Your SOPs become the foundation for every automation we build.
Up to 5 Automations per Month
Custom-scoped automations derived directly from your processes and SOP findings. Each one is documented, handed off, and team-transferable.
10 Hours Custom Project Work
Dedicated time for deeper builds: AI-powered tools, complex workflows, or anything your firm needs that goes beyond standard automation scope.
Biweekly Check-ins
A 30-minute sync with your point person every two weeks. We review what's been built, align on priorities, and keep the momentum going.

Month-by-Month Breakdown

What Happens Each Month

Every month of the engagement has a clear focus. Here's how your investment breaks down across the 6-month timeline.

Month 1
Foundations
AI Basics & Firm Assessment
We map your team's current workflow, identify the highest-leverage AI entry points, and get everyone on the same page with practical AI fundamentals.
  • Full firm process audit and mapping
  • First AI Power Hour: fundamentals and prompt writing
  • Quick-win automations identified and scoped
  • SOP documentation begins
Month 2
Automation Basics
Workflow Automation & Document Intelligence
We introduce the automation tools your team will use every day, and start building. Document intake, email routing, and simple multi-step workflows come to life.
  • Up to 5 live automations deployed
  • Power Hour: Zapier/Make fundamentals
  • Document intake and email routing pipelines
  • 10 hours custom project work
Month 3
Client Experience
Client Communication & Onboarding AI
Engagement letters, onboarding sequences, communication templates, and advisory content all get the AI treatment. Your firm communicates faster and more consistently.
  • AI-drafted engagement letter workflows
  • Automated onboarding sequences
  • Power Hour: client communication AI
  • First AI Show & Tell competition
Month 4
Tax & Workflow AI
Financial Workflows & Tax Season Tooling
Tax research assistants, deadline tracking, review checklists, and reconciliation helpers. We build the tooling that takes the manual out of your highest-volume work.
  • Tax research AI assistants deployed
  • Deadline and reminder automation systems
  • Review checklist builders
  • 10 hours custom project work
Month 5
Advanced Builds
Custom GPTs, Advanced Automations & Internal Tools
Custom GPTs trained on your firm's knowledge, multi-step automation chains, internal AI dashboards, and self-serve tools your staff can use independently.
  • Custom GPTs for firm-specific processes
  • Multi-step automation chains
  • Internal knowledge base and AI tools
  • Power Hour: advanced builds and infrastructure
Month 6
Graduation
Self-Sufficiency, Handoff & AI Champion Certification
We identify your internal AI champion(s), hand off full documentation, and run the graduation Power Hour. You leave with a complete library of automations, SOPs, and a team that can keep building.
  • Internal AI champion program established
  • Full SOP library and automation documentation handoff
  • Train-the-trainer session
  • Graduation showcase and firm-wide celebration

After Month 6

Optional Maintenance Tier

Once your firm is self-sufficient, an optional maintenance plan keeps you sharp and supported.

$1,000
per month
Months 7+

Stay Sharp. Stay Current.

For firms who want continued access to new automations, ongoing training, and a dedicated resource at a fraction of the engagement cost. Available to clients who have completed the 6-month program.

  • 1 AI Power Hour per month to stay current on new tools
  • Monthly 30-minute check-in to review priorities
  • Up to 2 new automations per month
  • Slack and email support with 48-hour SLA

Get Started

Ready to Invest in
Your Firm's Future?

The first step is a 30-minute discovery call to see if it's a fit for both of us.

Book a Discovery Call See the Full Offering