Clarity
Find out what AI would earn
your firm, risk-free.
For firms that bill by the hour. Every solution costed before you spend.
Risk-free
We take on all the risk.
We'll find at least $50,000 a year in capacity that AI can unlock within 72 hours, or you get your money back, and you keep our findings.
The conditions
More than 5 staff, every person’s page completed by the date we agree, a true hourly rate for everyone (including people who don’t bill clients), and the collaboration session attended.
It covers what we find, not what you go on to save.
One solution
Every AI solution, costed before you spend.
Each one shows what it does, the tools it works in, what it costs and when it pays back.
This one is from the example firm’s Roadmap, one of 69.
Phase 3 · AI assistantExample AI Roadmap
Advisory reports and tax planning letters
Managing Partner · Advisory
Advisory report drafter.
Works inXero Tax · Xero · TaxCalc · BrightPay · GoProposal · Outlook · Excel
- Setup cost
- $743
- Hours back
- 1.8 to 2.3 hrs/wk
- Return a year
- $23k to $28k
- Pays back
- 1.3 to 1.6 weeks
- Return
- 30.5 to 38×
Fictional demo firm · each person’s billable hour · $1.35 to the £
the return
A 13-person firm: $291k to $350k back in year one.
A fictional demo firm, from its own AI Roadmap.
Top 10 of 69 solutions, by return a year
- 01
Advisory reports and tax planning letters
Managing Partner · Phase 3 · pays back in 1.3 to 1.6 weeks
$23k to $28ka year
- 02
Cash-flow forecasts for advisory clients
Managing Partner · Phase 3 · pays back in 2 to 3 weeks
$22k to $27ka year
- 03
Reviewing and signing off year-end accounts and CT600s
Partner · Phase 2 · pays back in 4 to 5 weeks
$16k to $20ka year
- 04
Year-end accounts for larger limited companies
Senior Accountant · Phase 2 · pays back in 5 to 6 weeks
$15k to $18ka year
- 05
Answering escalated client questions by email and phone
Managing Partner · Phase 1 · pays back in 0.4 to 0.5 weeks
$13k to $16ka year
- 06
Tax planning for my own clients
Partner · Phase 3 · pays back in 3 to 4 weeks
$12k to $15ka year
- 07
Year-end accounts for small companies and sole traders
Accountant · Phase 2 · pays back in 0.4 to 0.5 weeks
$12k to $14ka year
- 08
Bookkeeping for 15 clients
Payroll & Bookkeeping Manager · Phase 2 · pays back in 0.5 to 0.6 weeks
$12k to $14ka year
- 09
New client meetings and proposals
Managing Partner · Phase 3 · pays back in 1.6 to 2 weeks
$11k to $14ka year
- 10
Keying hours and changes into BrightPay and running the payroll
Payroll Administrator · Phase 2 · pays back in 4 to 5 weeks
$11k to $14ka year
Year one costs $46,508 and pays for itself by week 22 to 23. Each person’s billable hour, $1.35 to the £.
your time
Three meetings with you. We do the rest.
- 01
Your roster
You · The day you sign
- 02Meeting
Onboarding call
You and Ben · Within 3 working days
- 03
Everyone answers their own page
Your team · By the date agreed
- 04
Version one of your three reports
Us · Within 72 hours of the last page
- 05Meeting
Walkthrough and collaboration session
You and Ben · When version one lands
- 06
Your final reports
Us · Within 72 hours
- 07Meeting
Final session
You and Ben · When the final reports land
Before anything is costed
We make sure everything is ready first.
So we check all five first, and fix what isn’t ready.
what you keep
Three reports, yours to keep.
Key Findings Report
Where the time goes, priced at each billable hour.
AI Roadmap
Every solution costed, with its payback week.
Operating Model
Who gets time back, and the AI beside them.
The example
Open the example reports (password demo1234). A fictional UK firm, so its reports are in £.
new opportunities
Where AI lets you do business better.
We also find what AI makes possible for your clients and your team.
For your clients8 in the example
- Tax payment reminders with the date and amountRecommended by usExperience · Retention · Hours
- Monthly finance review package for management accounts clientsRecommended by usRevenue · Retention
- Instant answers to ‘where is my return?’ and ‘when do I pay?’Hours · Experience
For your team6 in the example
- Hours and changes read into a ready payrollHours
- First-pass review of accounts filesHours
- Suggested timesheets built as people workHours · Revenue
For both8 in the example
- Pre-year-end tax planning offered to every director-shareholderRecommended by usRevenue · Retention
- Quarterly records service for sole traders and landlordsRecommended by usRevenue · Hours · Retention
- Records chaser that knows what each client still owesHours · Experience
22 found in the example: 18 from the firm’s own people, 4 recommended by us. Outside the guarantee, each one priced when you choose it.
Questions
Questions owners ask first.
What do I get at the end?
Three things you can act on: a Key Findings Report, an AI Roadmap and an Operating Model. The report reads your business across six layers. The roadmap lists every solution, costed, with the time it returns and how long it takes to pay for itself. The operating model shows every role with the right AI beside it.
How much of my team’s time does it take?
Less than most expect. Three meetings with you, and each person answers their own page, about three minutes a task. We chase anyone who stalls and do the rest.
Do we need to be technical or already using AI?
No. This is about how your business runs, not about tools. We ask the questions, your team answers about their own work, and we do the translation.
What if you don’t find enough?
We add up the AI solutions costed in your final Roadmap: the hours a week each one wins back, at the low end of its range, times the billable rate of the person it works for, over 48 working weeks. If the total is under $50,000, we refund the fee and you keep our findings. The conditions: more than 5 staff, every person’s page completed by the date we agree, a true hourly rate for everyone, including people who don’t bill clients, and the collaboration session attended. It covers what we find, not what you go on to save.
Do you implement all of this for us?
Not here. This engagement works out what is worth doing, what it is worth, and what has to be true underneath it for the solutions to work. What you get is the plan, and it is yours whoever puts it into action.
Do we have to use you to put the plan into action?
No. Some teams take the plan and run it themselves. Most ask us to bring the first solutions to life through Implementation. Either way the plan is yours.
Find out what AI would earn your firm, risk-free.
Bring your partners. We’ll talk fit and price on the call.