Services

Engagement models for tax teams adopting AI

Six ways to work with us, from a single unblocking session to a department-wide automation program. Every engagement is scoped to your governance and delivered inside the tools you already use.

Tax Operations Consulting

Who it's for: Tax and finance leaders who know their function runs on manual effort and need a credible, governance-aware path to change, from operations modernization to research support.
What happens: We assess your workflows hands-on: where the hours go, which constraints bind (systems, data sensitivity, approvals), and what is automatable today. Engagements range from focused assessments to ongoing advisory.
What you get: A prioritized automation backlog, AI-tooling recommendations that fit your governance, and a roadmap your team can execute, with us or without us.

Automation Engagements

Who it's for: Teams losing days to recurring, Excel-centric work: reconciliations, roll-forwards, provision updates, exception reporting.
What happens: We build the automations that work inside your environment and your approved licenses, iterating with the people who own the process. Every build is measured against its manual baseline.
What you get: Working automation your team can run, documentation that survives turnover, and measured before-and-after results. An engagement is not finished until ownership and maintenance are handed to your team, paired with the training to keep it running. The case studies show what that looks like.

AI Training & Enablement

Who it's for: Teams taking ownership of the automations we build, and departments that want capability rather than dependency. Every automation engagement is designed to conclude with full ownership and maintenance handed to your team, which means the people who run it have to understand it.
What happens: Workshops and hands-on working sessions built on your actual workflows and the automations we deliver, not generic demos: AI literacy, precise prompting, data-handling discipline, and the skills to run, maintain, and extend what was built.
What you get: A team that can operate and maintain its own automations without us, applies AI productively in daily work, and keeps the playbooks and patterns long after we leave.

Micro-Consulting Sessions

Who it's for: Professionals who need an experienced second opinion now: a prompt that won’t behave, a process question, a tooling decision.
What happens: A focused one-on-one session with no formal engagement required. Bring the problem; we work it together on screen.
What you get: Usually unblocked in a single session, along with the technique to handle the next one yourself.

Speaking & Executive Briefings

Who it's for: Leadership teams, conferences, and professional bodies that need generative AI made concrete for tax and finance audiences.
What happens: Talks and briefings grounded in real implementations, what worked, what broke, and what changed, rather than vendor slideware.
What you get: An audience that leaves with a changed mental model and use cases they can pursue immediately.

SR&ED Claims

In partnership with OMNI Accounting & Tax ↗

Who it's for: Canadian companies doing eligible R&D who want claims that stand up to CRA review.
What happens: Financial costing and technical writing handled by OMNI Accounting & Tax, our independent SR&ED partner firm, with the same documentation-first discipline.
What you get: Audit-ready claims that maximize eligibility without compromising compliance.

How an engagement runs

01
Discovery

A working session on your current state: where the hours go, what the constraints are, and which workflow hurts most. You leave with our honest read on what is automatable, even if you never hire us.
02
Pilot

We automate one high-friction workflow end-to-end and measure it against the manual baseline. Small scope, real data discipline, fast proof.
03
Build

The pattern extends across your backlog in priority order, inside your environment, with documentation written as we go, not after.
04
Enablement

Your team learns to run, maintain, and extend the automation. The goal is your independence, not our retainer.

Engagements are scoped to your situation, there is no rate card to misread. Book a call and we'll tell you quickly whether we're the right fit.

Estimate the upside

What could your team reclaim?

A back-of-the-envelope estimate of the hours automation could return to your function each year. Adjust the inputs to your reality.

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hours reclaimed per year

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indicative annual cost reclaimed

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full-time-equivalent capacity

Indicative only. Assumes ~1,800 productive hours per FTE per year and the automatable share you set above. Real results depend on the specific workflows, we measure each build against its manual baseline. [VERIFY] confirm the default assumptions reflect your engagement experience.

FAQ

Frequently asked questions

Do you replace our existing tools, or work inside them?

We build inside the systems you already run, your Excel files, your tenant, your approved AI licenses. No new platforms and no rip-and-replace; the leverage is in automating the manual work around the tools your team already knows.

How do you protect confidential tax data when AI is involved?

Two ways. First, we minimize: most work needs the shape of your files, not the data in them, so we build against sanitized structures and dummy values wherever we can. Second, the AI tools we use run on paid plans with model-training disabled, never free or consumer accounts, and only code, never client data, goes into version control. See how we handle data.

What does an engagement cost?

Engagements are scoped to your situation rather than a rate card. A first conversation is free and usually surfaces at least one automatable workflow; from there we propose the smallest engagement that fixes the most painful problem first.

How quickly will we see results?

Most engagements start with a single high-friction workflow automated end-to-end and measured against its manual baseline, proof in weeks, not a multi-quarter program. The case studies show representative before-and-after numbers.

Will we become dependent on you?

The opposite is the goal. Every build is documented as we go and your team is trained to run, maintain, and extend it. We measure success by the capability that stays after we leave, not by an ongoing retainer.

Can you work within our firm's AI governance and approved-tool list?

Yes. If your team needs specific controls, a signed NDA or data processing agreement, tool restrictions, access logging, or review by your IT group, raise it in the first conversation and we design the engagement around it.

Do you handle SR&ED claims?

SR&ED financial costing and technical writing are delivered in partnership with OMNI Accounting & Tax, an independent CPA firm, with the same documentation-first discipline.

Not sure which model fits?

Describe the workflow that hurts. We'll suggest the smallest engagement that fixes it.

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