AI Managed Services

The AI outcomes your firm needs.
Without the experiment.

We partner with professional services firms and nonprofits as your dedicated AI team — handling the work, governing the outputs, and delivering results you can actually rely on.

Governance built in from day one Proven before ongoing Nothing leaves without your approval Built for 5–50 person firms
Sound familiar?

Most AI experiments don’t deliver.
Here’s why.

The tools aren’t the problem. The missing layer is an accountable team that governs the output, owns the outcome, and won’t let the experiment die quietly.

See where you stand →
Tool Sprawl

“We bought the tools. Some work, some don’t. Nobody owns the outcome.”

Adoption

“The team tried it for a month. Then stopped. Then tried something else.”

Execution

“We’re still doing our monthly close manually — the AI pilot never quite got there.”

ROI

“AI should be saving us time. We’re not sure what we’re doing wrong.”

What we can do for you

Real work. Handled.

Email & Calendar

Email & Calendar Management

Your inbox, triaged and responded to. Follow-ups that never slip. Client responsiveness becomes your competitive edge — without adding to your day.

Reporting

Monthly Reporting & Close

Data gathering and narrative generation done automatically. Your team reviews and approves — they don’t build from scratch.

Communications

Client & Stakeholder Communications

Intake, follow-ups, billing narratives — automated, on-brand, staged for review. Nothing leaves without your approval.

Content

Content & SEO

Consistent, researched blog content on a real schedule. Your expertise, made visible, without consuming your time.

Workflows

Workflow Automation

The repetitive work your team does manually every week, mapped and running. Hours recovered. Every week.

Governance

AI Governance & Stack Cleanup

Audit what you’re running, cut what isn’t working, build a governance structure. Someone accountable for what comes out.

Why this matters

Most AI failures aren’t technology failures.
They’re governance failures.

When AI gives a client the wrong answer, or drafts a communication that misses the mark — someone has to be accountable. Without a governance framework, nobody is.

Talk to us about governance →

Why AI Governance Matters for Small Firms

What happens when AI output is wrong and who’s responsible. A practical primer for principals.

Coming soon — join the list →

Garbage In, Garbage Out: Why Prompts Are Everything

How the quality of your inputs determines the quality of your AI outputs, with examples from professional services.

Coming soon — join the list →

The AI Tool Audit: What to Keep, What to Cut

A framework for evaluating your current AI stack — what’s delivering real value versus wasted spend.

Coming soon — join the list →
How we work together

Focused. Proven. Then expanded.

01

We find out where you actually stand

A focused AI Opportunity Review looks at what you’re running, what’s working, what isn’t, and where the risk lives. You get a plain-language findings report — not a sales pitch.

AI Opportunity Review — $750 →
02

We start with one process, done right

We pick the one workflow that matters most and get it working — properly, with governance built in from the start. Fixed scope. You see a real result before committing to anything more.

30-day engagement
03

We become a partner, not a project

Once we’ve proven the model together, we move into ongoing delivery — content, operations, finance, communications — handled by our team, reviewed by yours.

Ongoing partnership
Built for Accounting & CPA firms · Law firms · HR consultants & staffing · Financial advisors & RIAs · Nonprofits Not sure you fit? Let’s talk →

Get started

Not sure where to begin? Answer three questions.

Takes 45 seconds. Tells you exactly where your firm stands with AI and what makes sense as a first step.

01 — What kind of organization are you?

02 — Where are you with AI right now?

03 — What would matter most to fix first?

Already know what you need? The AI Opportunity Review ($750) is a focused 1-week review — what’s working, what isn’t, and what to do next.

Ready to talk? Book a discovery call.

Pick a time that works for you — no commitment required.