For Accounting Firms
We help Calgary accounting firms compress the work that lives between data sources, client deliverables, and partner review. Same tier structure, same fixed fees, deeper depth on the workflows that move your senior hours.
Where AI Pays Off
A starting list. Every engagement begins by mapping yours specifically.
Pull trial balance from QBO or your GL, run analysis prompts, draft client-facing commentary. Partner-reviewed, not partner-written.
Generate PBC lists, chase missing items, summarise responses, and route exceptions for review.
First-pass review of tax packages, slips, and supporting docs. Flags inconsistencies and missing items.
Management reports, MD&A, commentary, executive summaries, all drafted from data in your firm's voice.
Bank, intercompany, and GL reconciliations with AI-flagged variances and proposed adjustments.
Turn intake forms and emails into structured client records, with categorisation and missing-info follow-ups handled automatically.
What We Build
$500 fixed
2 days
A fast, low-commitment read on where AI can help. The easiest way to get a clear answer without a budget meeting first.
$3,000 fixed
1 week
The full diagnostic. A half-day on-site workshop, process maps of your top workflows, and a 90-day deployment plan with tool picks and projected ROI, backed by our 5× guarantee.
From $6,000 fixed
2 – 6 weeks per package
Pick the build that fits the workflow you want fixed. Each package is a single fixed price and targets one measurable outcome, with a baseline KPI and an after-number.
$3,500 / month
6-month minimum, then month-to-month
For firms past their first build who want a permanent in-house-level capability without the full-time hire. One monthly number; we adjust scope, not price.
Every engagement is a single fixed price, quoted before we start. No hourly billing, no surprise overages. If scope changes, we agree a new number first.
Ready when you are
Free 30-minute conversation at your office. We come prepared with three workflows specific to accounting firms and a rough projection of what AI would be worth in recovered time.