Work with us
Work with us directly
Time with Rebecca, Charlie, or Michael, three CPAs who've built and run real firms. Two ways: a focused 1:1 session, or the Buildout, where we work hands-on across your firm.
Book a 1:1
A focused session on whatever you're working on, with whoever fits.
Book a sessionThe Buildout
We work hands-on across your firm to put AI into your real workflows, and train your team to run it.
Request the BuildoutBook a 1:1
One session, on whatever you're working on. Pick who fits, request a slot, and they follow up to schedule.
Book a 1:1
A session is $250. Pay to book, and we'll set up a time. No account needed.
Rebecca Driscoll
CPA
Rebecca’s your person if AI feels overwhelming and you just want to know where to start.
- Finding your first real use case and getting it going
- Where AI fits your firm’s direction, not just a random tool
- The beginner questions you’d rather not ask in a crowd
Charlie Barmore
CPA, CFE, CVA
Charlie’s your person if you want AI doing the actual work of your firm.
- Real firm workflows: tax prep, accounting, client deliverables
- Proposal generation and pricing your services
- Getting from “I saw someone do a cool thing” to it running in your firm
Michael Cutajar
CPA
Michael’s your person if you’re already using AI and it’s not working as well as it should.
- Claude setup that actually persists: projects, folders, context
- MCPs, plugins, agents: what they’re for and when they’re overkill
- Cutting token spend without cutting what you’re doing
The Buildout
Want us hands-on across your whole firm? The Buildout is a hands-on engagement with the three of us. We work directly with your team to put real AI workflows and tools into your actual tax and accounting work, set the compliance guardrails, and leave your firm able to run them without us. Remote or, for some firms, in person. Every engagement is scoped to your firm and quoted directly, so tell us where you are and what you want, and one of us will follow up.