Take on more clients without drowning in admin.
I build AI for accounting, bookkeeping and law offices that does the typing: the entries, the emails, the invoices. Your team checks it and clicks approve.
15 minutes on the phone. Tell me where your week goes, and I'll tell you honestly if it's worth a closer look.
Or pick your area belowBuilt on your firm's own accounts, with AI services whose business terms say they don't train on your data.
An invented firm. What I'd build: it does the typing, you approve.
01 / Where your week goes
Most offices lose time in the same four places.
Pick the one that sounds like your week.
Your client work
- Typing client numbers into your software
- The same steps, every month, for the same kind of client
- Reports and files that take a day to put together
Your team is paid to check the work. Most of the day goes to typing it.
What I build here, for example:
- ✓Client statements and reports read, every page, and turned into entries waiting for your team's OK
- ✓Your own steps and spreadsheets, run for you the same way every month
- ✓Every figure traced back to its source, with the proof saved for you to check
One client or twenty of the same kind. Same system.
What's the typing costing you?
About 2.5 hours a week back. Worth about $12,000 a year if you spend them on paid work.
The checking stays with you.
Based on 48 working weeks. Example numbers. Change them to yours.
Your inbox
- Hours a day in email
- Chasing clients for documents
- The same questions, over and over
You spend the morning in email instead of the work only you can do.
What I build here, for example:
- ✓Email sorted by client and urgency and sent to the right person, with anything it's unsure of flagged for you
- ✓Routine replies drafted for your team to check and send
- ✓Nudges to clients who still owe you documents, drafted for you to approve
What's your inbox costing you?
Not sure? Use what you bill per hour. If you don't bill hourly, use what you earn in a year divided by the hours you work.
About 2.5 hours a week back. Worth about $12,000 a year if you spend them on paid work.
I'd never take all of it. The replies that need you stay with you.
Based on 48 working weeks. Example numbers. Change them to yours.
Getting paid
- Turning timesheets into invoices by hand
- Small overdue amounts nobody chases
- Month-end that drags on
The work's done. Getting it billed is its own job.
What I build here, for example:
- ✓Timesheets turned into draft invoice lines, following your rules
- ✓Drafts waiting in your accounting software for you to approve
- ✓Reminders on small overdue amounts, drafted for you to approve and send
What's billing costing you?
About 2.5 hours a month back. Worth about $3,000 a year if you spend them on paid work.
Nothing goes to a client until you've approved it.
Based on 12 months. Example numbers. Change them to yours.
New clients coming in
- Enquiries that sit for a day or two
- Intake forms and engagement letters by hand
- Calls you couldn't take while you were with a client
Someone wants to hire you. They're waiting for an answer.
What I build here, for example:
- ✓A quick reply to new enquiries, in words you've approved, with a link to book. No advice given, and a person takes it from there
- ✓Intake forms that fill in your engagement letter
- ✓A text back when you miss a call, in words you've approved, so they know you'll call them
Something else, or not sure? Most people don't know where the time goes until we look.
02 / What it adds up to
Start with one area. Then the next.
You've spent years growing your expertise and perfecting your systems. It's time to put them to work. Each fix stands on the one before it, and together they're built to add up to three things.
Higher margin
The same work, done in less time, on the fees you already charge.
More clients, without extra overhead
Your team checks instead of types, so the same people can take on more.
A practice that can run without you
The work, the billing and how each client is handled, written down and running. That's what makes a practice worth more to a buyer.
Firms already work this way: AI prepares each entry, staff approve, and nothing posts unchecked.
(One published example: a small-town New York bookkeeping firm, in a case study by Minerva, an AI company.)
03 / How it works
How it works
Same three steps, whatever you picked.
We talk
A free 15-minute call. You tell me where the week goes, and I tell you honestly if it's worth a closer look. No client names or files needed.
I look, then show you what I found
If it's worth it, we go through how the work actually moves, step by step. Then I show you where the hours go and the fixes worth building, in order, each with a fixed price.
I build it. You keep using it.
It runs on your firm's own accounts. Your finished work is the answer key: each build is tested on months your team already did, before it goes live. A care plan keeps it working.
Your part: the call, a walkthrough of how you do it today, approving the account connections, some past work to test on, and a sign-off once it passes. I do the building.
04 / Your data
Your clients' data. Your name. Your team.
Your accounts. I build on accounts your firm owns, and I only use AI services whose business terms say they don't train on your data. I don't copy your client data into my own AI accounts.
In writing. Every build comes with a signed agreement that covers confidentiality.
Your sign-off. Anything it writes for a client waits for your OK, and there's a record of what it did and what you changed.
Your team. It does the typing and your people do the checking, so the same team can take on more.
I'm not your lawyer or your regulator. I'll point you to the guidance that applies, from the Law Society of Ontario, CPA Ontario, RIBO, FSRA or the Privacy Commissioner of Canada, and tell you plainly where there isn't any yet.
You're not on your own
A real person builds it. And I'm here if you need me.
I'm Alex Wolf, based in Oakville. I started in financial services, moved into business development, then ran New Rey Media, a successful marketing agency working with businesses across all kinds of industries. Now it's AI. It looks like four careers, but it's really one: figure out how a business makes its money, then fix what's slowing it down.
You're not buying an app and figuring it out alone. I sit down with you, build it, and stay on to keep it working. If something breaks or you want a change, you call or text me and it gets done.
05 / Straight answers
Questions owners ask
To the AI service your firm signs up for, on its business plan, where the terms say it isn't used for training. Most AI runs in the US right now, and I'll tell you exactly where yours is processed. I don't copy your client data into my own AI accounts.
Maybe not. If a setting in software you already pay for does the job, I'll show you where it is, free. I build what a setting can't do.
It's built to take the typing off your team, so the same people can handle more clients. Whether you grow or hire less as you grow is your call.
If anything talks to the public, it says it's an assistant and offers a person. For the rest, I'll give you a plain line for your engagement letter saying you use secure outside tools.
15 minutes for the first call, a walkthrough of how you do the work today, approving the connections to your accounts, and checking the build against work you've already finished. I do the building.
Each build gets a fixed price for one defined job, agreed before anything starts.The AI tools run on your own accounts, so you pay those bills directly. You get an estimate and a monthly spending cap before you say yes. Care is included for the first months, then a monthly plan keeps it working.
It's 15 minutes about your business. You talk, I listen. If something's worth fixing, I'll tell you what the next step looks like. If nothing is, I'll say so.
You don't need to. The call starts with how your week actually runs.
Whatever fits the job and your firm's rules. Usually it's the business version of a tool you've heard of, like ChatGPT, Claude or Microsoft Copilot, set up on your firm's own account.
06 / Book the call
Pick your area. Book the call.
15 minutes on the phone. You talk, I listen, and you'll know if it's worth a closer look.
Can't see the calendar? Book here.
I use your details to arrange the call and follow up on it.