An AI implementation firm.

Stop operating your AI. Start managing it.

Built by a former California Franchise Tax Board auditor whose work included Fortune 500 taxpayers — agents that prepare work, clear review points, and you in the driver's seat.

Start with one workflow See the work plan

Representative work ledger

Synthetic examples

Work Status Open item
Client update draft Proposed Pilot date: To confirm
Onboarding plan Needs your review Data-access owner missing
Research comparison Proposed Data residency not confirmed

Prepared work stays proposed until you review it.

One review pattern. Three kinds of work.

Different work. Same control.

Choose a kind of work. Inspect the example intent, source packet, boundary, unresolved issue, and the choice that still needs you.

Intent → Context → Boundaries → Work → You choose → Representative outcome

The examples change. The review pattern stays clear.

Interactive illustration · Synthetic examples · No live AI · No work is approved, sent, or saved

Client work

Prepare the client update

Work packet

Intent

Turn approved project notes into a clear update and stop on unsupported claims.

Evidence and status

  • Meeting notes
    Referenced
  • Project tracker
    Referenced
  • Prior update
    Format matched
  • Pilot start date
    Source missing
    Unresolved

Boundary

The agent may draft. It may not send the update or invent the missing date.

Intent

Turn approved project notes into a clear update and stop on unsupported claims.

Context
Meeting notes
Referenced
Project tracker
Referenced
Prior update
Format matched
Pilot start date
Source missing
Boundary

The agent may draft. It may not send the update or invent the missing date.

Work

Draft client update with the pilot start date marked To confirm.

Draft client update with the pilot start date marked To confirm.

Choose what happens next

Operations

Build the onboarding plan

Work packet

Intent

Turn the signed scope and kickoff notes into an owner-ready plan.

Evidence and status

  • Signed scope
    Deliverables captured
  • Kickoff notes
    Constraints captured
  • Team roster
    Available roles matched
  • Data-access task
    Owner missing
    Unresolved

Boundary

The agent may draft the plan. It may not assign people, create tasks, or change calendars.

Intent

Turn the signed scope and kickoff notes into an owner-ready plan.

Context
Signed scope
Deliverables captured
Kickoff notes
Constraints captured
Team roster
Available roles matched
Data-access task
Owner missing
Boundary

The agent may draft the plan. It may not assign people, create tasks, or change calendars.

Work

Draft onboarding plan with the data-access task left unassigned.

Draft onboarding plan with the data-access task left unassigned.

Choose what happens next

Research

Compare support platforms

Work packet

Intent

Compare three options using identified public source types and surface what cannot be confirmed.

Evidence and status

  • Product documentation
    Representative notes included
  • Published pricing pages
    Representative notes included
  • Provider security pages
    Representative notes included
  • Data-residency documentation
    Not found in the example packet
    Unresolved

Boundary

The agent may summarize the representative source packet. It may not infer missing claims, contact vendors, or make a selection.

Intent

Compare three options using identified public source types and surface what cannot be confirmed.

Context
Product documentation
Representative notes included
Published pricing pages
Representative notes included
Provider security pages
Representative notes included
Data-residency documentation
Not found in the example packet
Boundary

The agent may summarize the representative source packet. It may not infer missing claims, contact vendors, or make a selection.

Work

Representative comparison with data residency marked Not confirmed.

Representative comparison with data residency marked Not confirmed.

Choose what happens next

The representative interactive path appears when scripting is available. Every synthetic example remains readable above.

End of interactive illustration

Three ways to work with us

Pick the door that matches how you use AI today.

Free

I use AI like Google and I know that's not enough.

Start with free guides and a prompt pack — no setup required. See what the next step actually looks like.

Start here

Consulting — what we sell today

I want one real workflow built and running.

Fixed-fee engagements, $2,500–$7,500. We install AI that does real work in your business, one workflow at a time.

See the work plan

Full AI Business Operating System

I want a staged AI system across my operation.

The staged build across sales, service, finance, and administration — $60,000. Waitlist only.

Request a waitlist spot

Current offer snapshot

$4,500 One-Workflow Plan, fixed fee
3 working sessions over three weeks
$60,000 Full AI Business Operating System, waitlist

FAQ

Questions we get asked first.

What do you actually do?
We install AI work systems for one bounded workflow at a time: agents, runbooks, review points, boundaries, and an inspectable record. The goal is work you can delegate, review, explain, and improve.
Who is this for?
Small-business and professional-services operators who use AI already but need it to be reliable, reviewable, and defensible. Could be a sole CPA, a 10-partner law firm, a synagogue's accounting operation, an SMB CFO.
What does it cost?
The free starting point is the Start Here guide and Claude Cowork prompt pack, no setup required. Consulting engagements run $2,500–$7,500 — the standard entry point is the $4,500 One-Workflow Plan, three working sessions over three weeks. The Full AI Business Operating System is $60,000 and available by waitlist.
Do you use our tools or yours?
We work in your tools, on your real workflow. The runbook is yours at the end. We compose on what exists — we do not greenfield.
How do you handle Shabbos and Yom Tov?
Our firm does not take engagements that require us to operate on Shabbos. Our policy also bars specified outbound communications, user-triggering automation, and availability-based pitches or demos on Shabbos or Yom Tov. Those are operating policies, not a claim that every scheduled or agent action is automatically blocked.
Do you run your own firm on this?
We use AI agents and review controls in selected parts of our own operations. Client work is scoped separately; we do not claim that every engagement uses an identical system.

Start with one workflow.

Use the free guide to name one real workflow. If it looks worth mapping together, the One-Workflow Plan is the next step.

Start hereSee the work plan