Accounting firms, consultancies, and engineering and architecture firms lose hours to email, meeting notes, and status updates. The billable work waits while the admin piles up.
AI Assistant Setup is a fixed-fee team of assistants for that routine work, plus support so the people in the firm know how to check it. An optional monthly retainer covers tuning later. Nothing here is accounting or tax advice, and nothing is sent unless someone at the firm approves it.
These are examples of routine work a setup can cover. They are not client results. AI makes mistakes, so a person still approves anything that would be sent.
The pinch. Partners and managers start the day inside a crowded inbox. Client questions, vendor mail, and internal notes sit in one pile.
The assistant. Sorts the inbox, summarizes what matters, and drafts a reply for review. It does not send.
You approve. A person reads the draft and decides what actually goes to the client.
What comes back. Hours back each week that used to disappear into the inbox, with the client still hearing from a person.
The pinch. Project meetings, client calls, and site reviews produce recordings nobody has time to write up.
The assistant. Turns the recording into a short summary and a list of action items, with names only where the recording already has them.
You approve. The person who was in the meeting checks the list before it is shared.
What comes back. The follow-up exists the same day, instead of living in someone's memory.
The pinch. Clients ask where a job stands. Writing the update is slow even when the facts are already in the file.
The assistant. Drafts a plain status note from notes you provide. It does not invent progress.
You approve. The project lead corrects it and sends it, or throws it out.
What comes back. Updates go out more steadily, without a late evening of rewriting.
The pinch. Deadlines, site visits, and client calls collide, and the conflict shows up too late.
The assistant. Looks at the calendar you connect, flags conflicts, and drafts a proposed shift.
You approve. You accept or ignore the suggestion. The assistant does not move meetings on its own.
What comes back. Fewer surprise clashes in a week that was already full.
The pinch. Bank and card activity sits in downloads until someone sorts it for the bookkeeper.
The assistant. Sorts statements into a spreadsheet your team can review. This is sorting, not accounting or tax advice.
You approve. A person checks the rows before they are used for anything else.
What comes back. The sorting time comes back. The judgment stays with your team.
The pinch. A proposal, a fee summary, or a short report starts from notes that are already written, then stalls.
The assistant. Turns those notes into a first draft in your tone. It does not add claims you did not supply.
You approve. The author edits it before a client ever sees it.
What comes back. The blank page is gone. The editing is what remains.
The pinch. Someone needs a product spec, a past project note, or a public source pulled into one place.
The assistant. Looks things up and reports back with the sources named, so a person can open them.
You approve. A person checks the sources before the note is relied on.
What comes back. Less time hunting, and a trail you can actually verify.
The pinch. The same how-do-we-do-this questions land in a manager's inbox every week.
The assistant. Drafts a short answer from a note you already use, for the team inbox or a shared doc.
You approve. A manager approves the wording before it is posted for staff.
What comes back. The answer is written once, and the manager is not retyping it.
Most firms already live in Google Workspace or Microsoft 365. Accounting firms often also use QuickBooks. We start with the email and calendar you own. If another tool is a poor fit, we say so before anyone connects it.
The useful part is not the draft. It is whether the team trusts it enough to check it, and whether clients can tell a person is still responsible.
A free conversation. No rates on this site. You get a quote before you commit. Alberta and Canada, in person in the Calgary area or remote.
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