Your clients are already asking you about AI.
It comes up at every year-end meeting, and you do not always have a name to give them. I train your clients’ teams on Claude AI and automate their administrative tasks, with a costed review at the end of every engagement.
What your firm gains.
You are often the first to see an SME grow. When its owner brings up AI, you can answer with a name and a method rather than a shrug.
- Someone to recommendThree stages, audit, pilot, then handover to the team, and a measure of what each automation saves. You can follow the work at your client’s, and check it.
- No risk on your sideClaude subscriptions are in your client’s name, and they can stop them whenever they like. Their data stays with them and is not used to train the models. A non-disclosure agreement is signed on every engagement, and nothing goes out without a person having read it.
A discovery workshop.
Two hours at your office or your client’s, for an owner who is asking the question or for your own team. We work on the participants’ real files, not on demo examples. Everyone leaves knowing how to use Claude, with two or three tasks to automate in mind. Pricing is set out in our first call.
And for your own firm.
Review files to prepare, annual summaries, follow-ups, letters: your own staff have days Claude can lighten too. The four engagement formats hold for the firm as much as for your clients, from the short engagement to ongoing support.
I train and I automate. I do not practise accounting, tax advice or legal advice.
The numbers and the advice stay with you, and your clients remain your clients.
Let’s talk about your clients.
A thirty-minute call is enough to see what Claude can do for them, and for you.