Strategy. Advisory. Execution.
From AI readiness assessments to deployed agents in production — we meet you where you are and move you forward.
Strategy & Planning
Assessment, strategy, resourcing, and roadmap — know where you're going before you build.
AI Training
- Executive education — AI strategy, opportunity identification, risk awareness
- Staff training — hands-on workflows, prompt craft, tool adoption
- Custom workshops — built around your specific tools, processes, and use cases
✓ Outcome: A team that understands AI and can work confidently alongside it
AI Transformation Planning & Roadmap
- Current-state audit — people, processes, tools, data
- Opportunity mapping — where AI creates the most leverage
- Integration roadmap — prioritized initiatives with milestones, owners, and metrics
✓ Outcome: A 90-day or 12-month AI roadmap your team can actually execute
AI Resourcing & Staff Augmentation
- Fractional AI leads embedded in your team
- Subject matter experts on specific AI topics (agents, automation, LLMs, compliance)
- Ongoing advisory — answer questions, unblock initiatives, review vendor proposals
✓ Outcome: AI expertise available when you need it, without full-time overhead
Advisory
Ongoing expert presence — the AI transformation partner you call when it matters.
Specialist AI Advisory
- Answering hard questions your team can't answer internally
- Second opinions on AI strategy, tooling choices, and vendor evaluations
- Real-time guidance when AI initiatives hit unexpected walls
✓ Outcome: Trusted expert access without the cost of a full-time hire
AI Governance & Oversight
- AI risk and compliance counsel — regulation, audit questions, liability
- Policy and controls — acceptable use, data handling, model governance
- Board and leadership briefings — translating AI into executive language
✓ Outcome: AI that is defensible, auditable, and aligned with your obligations
Community & Thought Leadership
- Building and growing your internal AI community
- Positioning your firm as a credible AI voice in your market
- Content, events, and community strategy
✓ Outcome: Your firm becomes the go-to AI voice in your space
Execution
Hands-on delivery — build and run the AI transformation you planned.
AI Transformation Execution
- Initiative management — running AI projects end-to-end
- Change management — embedding AI into how the team actually works
- Progress tracking — milestones, KPIs, and reporting
✓ Outcome: The roadmap gets executed, not just documented
AI Agent Development
- Finance & accounting agents — close process, AP/AR, reporting, reconciliation, audit prep
- Operational agents — intake, triage, research, client communication
- Multi-agent systems — agents that coordinate across tasks and hand off work
✓ Outcome: Deployed agents that run real workflows, not demos
AI Application Development
- Client-facing tools — portals, dashboards, AI-assisted reports
- Internal tools — workflow automation, knowledge bases, decision support
- Integrations — connect AI to your existing stack (NetSuite, QuickBooks, FloQast, etc.)
✓ Outcome: Production-ready tools your team uses every day
Delivery Models
Engagements structured to fit your needs — from one-time projects to embedded partnership.
| Model | What it looks like |
|---|---|
| Project | Fixed scope, defined deliverable, clear end date |
| Retainer | Ongoing monthly engagement — advisory + delivery mixed |
| Embedded | Fractional CAIO presence — attend your meetings, own your AI roadmap |
Let's figure out the right engagement for you.
Every firm is different. Let's talk about yours.
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