Work with us
1:1 Support
Get one-on-one help from Charlie or Rebecca, or book an AI Review with Charlie for a deeper look at your firm. Choose the kind of help you need below.
The AI Review
A 90-minute call with Charlie and a written report on where AI fits your firm. $500.
Book your reviewOne-on-one help
Bring a question or workflow to Charlie or Rebecca. Request a time directly.
Request a callOne-on-one help
Tell us what you want to work on and choose Charlie, Rebecca, or either of us. We'll confirm the scope, fee and available times by email before you book. Individual sessions are separate from membership.
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
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
The AI Review
$500. One 90-minute call, then a written report.
You and Charlie meet for 90 minutes and go deep on your firm: how you work today, where AI actually fits, and what's in the way. After the call you get a written report with his findings and specific recommendations, in order, that you can implement yourself.
If you want him to implement them instead, he quotes that from the report, and your $500 credits toward the engagement. If not, the report is yours and you're done.
Not sure you need a review yet? That's what membership is for.
Book your review
Pay to book, and Charlie will follow up to set up a time. No account needed.
Your review is with Charlie.
Implementation
Scoped from your review. Fixed fee, quoted before the work starts.
When the review points to work worth doing, Charlie does it with you. Focused builds run three to four working sessions over four to six weeks. The full engagement runs eight weeks hands-on across your firm: prep, review, research, client communication, guardrails set for client data, workflows documented, your team trained to run it after he leaves. You keep everything he builds.