We build. You advise.
For accountants, corporate finance advisers and solicitors whose clients keep asking what they should be doing about AI. Somewhere practical to send them, who reports back and stays in their lane.
What we do
Build your client’s judgment into their business: the tools that take the daily decisions off the owner’s plate, in the client’s own accounts.
What we never do
Tax, accounting, legal, financial or valuation advice. Bookkeeping. Anything that competes with you.
What you get back
With your client’s permission, a short note after every audit: what we found, what we’re building, and the hours it hands back.
How a referral works
An introduction by email. A free first conversation. If they go ahead, the Owner Audit, with its guarantee. You stay in the loop.
Owners stepping back
The Standard works alongside you for clients planning a sale or succession: their business, ready for due diligence, with a handover pack you can use.
A session for your clients
"Worth more when you step back": a co-hosted hour for owner-managed clients, in plain English, with your firm’s name on it.
Bring your goals. We’ll bring the questions.
The first conversation is free and commits you to nothing. In person or on a call. If AI isn’t the answer for your business, you’ll hear that from us first.
Nothing yet. Most owners start with three or four.
Opens your own email with your list written in, plus anything you picked further up the page. Nothing is sent until you press send, and nothing is stored here.