IT Services & Solutions
I help independent practices in Canada — advisors, insurance brokerages, mortgage and accounting firms — adopt AI safely, then cut the onboarding and follow-up hours that eat their week. Fixed price. Weeks, not months. Written rules your team signs, then one time-eating job taken off your desk, all the way.
What that means in practice:
→ If your team is repeatedly chasing documents, retyping information, managing onboarding manually, or using AI without clear rules, feel free to message me.
• First engagement complete (Oct 2026): Western CPA, two offices, Zoho to Microsoft 365 migration and a secure client portal, no lost days
• Practice Autopilot: onboarding, document chasing, client portals, bookings, all drafted for a person to review • AI Safe Start: written AI use policy, approved tools, vendor due diligence, staff training, sized for a four-person practice
• Document Autopilot: tax-season and month-end document sorting with identifiers masked on the firm's own machine (demonstration, synthetic data)
• Safe Start Lite: self-serve policy kit for accounting and bookkeeping firms • Fixed price, fixed timeline, the client owns everything delivered