Do you feel like everyone is using AI except you? You know you're supposed to be. You don't want to, and you don't know where to start. I can help with that. It takes some setup and some time together, but once it's in place, the work your business does the same way every month can largely run itself.
In your office. In the numbers. On your team.
Does someone in your business do the same work every month? Reconcile the bank, roll the spreadsheet forward, build the same report? Do you think it should be faster, cheaper or more accurate, and that AI should be able to do it?
You're right. I can help with that.
Every headline says your competitors are automating and pulling ahead. Every tool promises the world, and none of them come with instructions for a real business.
I was there too. I'm a CPA. I do controller and CFO work, and I work inside companies going through bankruptcy and turnarounds. So I organized my own firm around AI, learned what holds up and what doesn't, and it finally lived up to the hype.
You don't need to become an AI expert. You need someone who already did the homework, and who knows what your numbers should look like.
An AI employee is a workflow built around one recurring job, with clear outputs and exceptions routed to a person. Here's where most businesses start.
Most businesses already pay someone, in-house or outside, to do the monthly grind. What comes back is a stack of finished tasks: a reconciled account, an updated spreadsheet, a P&L nobody explains.
When the grind runs itself, the same monthly spend can buy something better: a report that tells you where the cash went, what changed, and what to watch next month.
Think of one task someone in your business does every month. Check what's true.
Check the boxes that describe your task.
This isn't a switch you flip. We'll spend real time together up front so the result is something you can trust.
We sit down in your office, and you or whoever does the work walks me through every step exactly as it's done today. With your permission, I record the conversation so nothing gets missed.
I build the workflow from that walkthrough, then prove it. It has to reproduce your last few months exactly: the same numbers your team got by hand.
We run it together for a few months going forward, comparing results each cycle and adjusting until you trust it.
Once it's proven, it's in place. Anything unusual gets routed to a person instead of guessed at, I keep it working as the tools change, and your team gets its time back.
AI makes confident mistakes. Every workflow is designed by a licensed CPA with checks and exception flags, so problems surface before they reach your books, your customers or your bank.
I know what a good management report should show because I build them for companies under real pressure. The output is designed for decisions, not just to be finished.
Clear rules on which tools touch your financial data, where it lives and who can see it, set before anything goes live.
Every workflow comes with plain-English documentation of what it does. You're never locked in.
Once your workflows are proven, the monthly fee keeps them running: the reports keep coming, exceptions get routed to the right person, and everything keeps working as the tools change.
I've spent my career in the numbers: private equity fund accounting on Wall Street, commercial real estate development, and since 2021, bankruptcy and turnaround work inside companies under real pressure.
I've sat with owners and their teams through just about every kind of business problem. I know which work can safely run on autopilot and which needs a human.
Lifelong New Paltz resident, working on-site with businesses across the Hudson Valley.
We'll figure out together what could run itself, what the setup would take, and what you'd get back. If AI isn't the right fit yet, I'll tell you that too.