Are you...
Preparing your firm to be AI-ready, as rapid technology breakthroughs are reshaping the profession and firms that adapt now will lead the future?
Looking to upgrade your technology stack, data quality, and/or processes, as outdated tech, poor data, and lack of systems slow down AI enablement?
Interested in ensuring that your business and pricing model evolves to maximize the leverage from AI benefits?
We equip accounting firms with the strategy, technology, and operational best practices that enable firms to step into this AI era with confidence and thrive.
How We Help Your Team
Data Foundations
Garbage in, garbage out - AI and automation are only as good as the data behind them. We assist in developing a strategy and roadmap that maximize the impact of your AI initiatives with strong data foundations.
Technology Stack Planning
The right tech stack is the backbone of AI enablement. We help assess tech and create a holistic strategy that enables you to get the most out of embedded AI in vendors and your AI, automation, and tech investments.
Value-Based Billing
Maximize your revenue growth when AI eliminates inefficiencies and enables higher-value work. We support firms in shifting to value-based billing, ensuring optimal capture of AI productivity gains into revenue.
Process Standardization
Process standardization creates the most leverage for AI benefits. We help you define a strategy, coordinate priorities, and execute the changes needed to modernize and optimize workflows.
Project Highlight:
Onboarding Generative AI Tools to the Team
Accounting tech startup Aiwyn wanted to formulate a cohesive strategy for how to collaborate or compete with other AI tech vendors, aiming to uncover the greatest leverage from partnerships and shape their product framing and differentiation messaging.
Ellen, in her role as the COO of Aiwyn, conducted an in-depth analysis of the accounting tech ecosystem, mapping out Aiwyn’s position and providing clear next steps on how Aiwyn could differentiate their product and increase demand generation offering against collaborators and competitors.
This strategy was pivotal in informing Aiwyn’s business approach. Following this work, Aiwyn successfully raised over $15 million in venture capital funding, accelerating its market adoption and solidifying its position in the accounting vertical.
Testimonials
Hear from leaders in our accounting profession that have worked with Ellen and our team for our expert guidance and high ROI outcomes.