Know exactly what you're paying for.

No. The sprint calls, your account manager, and the workflow all stay the same. Points just add visibility.

Yes. Your account manager can share a running ledger anytime: what's used, what's left, and where it went.

Mostly, who does the work. AI Adoption is Done With You: we run firm-wide training and co-build agents and AI skills so the capability lives with your team. Performance is Done For You: we build the automations, apps, and integrations on your roadmap, with 40 development points a month. Fractional AI Officer is both, led by us at the leadership level, with 60 points a month. Enterprise is that same engagement run as a fractional AI team for mid-size and large firms, with the capacity scoped to you: typically 85 points a month, and anywhere from 60 to 120.

No. AI Adoption covers AI setup and governance, firm-wide training, and agents and AI skills we co-build with your team. Automations and custom apps or SaaS replacements are built under Performance or Fractional AI Officer, which include monthly development points.

It's scoped with you, still at $100 a point. Most Enterprise firms land around $8,500 a month (85 points), with the range running from $6,000 (60 points) to $12,000 (120 points), depending on the pace you want to hit and the roadmap you want cleared.

Usually no. The audit protects both sides: it confirms the real workflow, checks ROI, surfaces dependencies, and gives us a written baseline before implementation starts. For very narrow projects, we may recommend a smaller, focused sprint instead.

Depends on the work. Small tweaks need a few; multi-system builds need more. We'll recommend a starting allocation you can adjust anytime.

Points are managed quarterly, so you have flexibility across a 3-month period. If one month is lighter and the next is heavier, we can smooth the work across the quarter. If your usage consistently exceeds or falls below your plan, we'll recommend adjusting your monthly allocation.

We'll flag it upfront. Borrow forward, add points, or split the work into stages.

We're transparent with our pricing. If the scope changes mid-build, we'll communicate openly and walk you through the extra complexity we uncovered that none of us could have seen upfront, then get your approval before spending more points. It's rare.

Our monthly plans have a 3-month minimum, though most clients stay 6–12 months. For short-term needs, ask about our off-menu sprint options.

We specialize in bookkeeping, tax prep, client onboarding, document management, and financial reporting for accounting firms. Every deliverable is customized to your workflows.

Not necessarily. We work with your existing stack and only recommend changes when the ROI is clear, integrating with most popular accounting platforms.

We work inside your accounts: automations run as a permission-scoped user in your systems, like adding a team member.

No data storage on our side: everything runs in your environment; nothing is retained on our servers.

Full ownership: you keep the data and finished assets; we don't host them after delivery.

Enterprise-grade stack: our platforms are vetted by large enterprises (SOC 2, ISO 27001 compliant).

Across measured client projects, we've seen roughly 5.7 hours a year returned per point (that's per $100) on average. So a $10,000 engagement lands around 570 hours back annually if you hit the average. Could be more, could be less.

When we analyze a workflow end to end, we typically find 30 to 50% of the time currently spent on it can be reduced or eliminated. Our audit pins down the specific opportunity for your firm.

We build solutions to be easily maintainable, so you don't need us. If your workflows are mission-critical, our Maintenance plan ($1,000/mo, give or take $500) covers proactive monitoring, break-fix support, minor adjustments, and a quarterly health check.

Maintenance is only for firms that have completed an implementation with us, at $1,000/mo, give or take $500. It's a post-launch safety net, not an entry-level plan: it doesn't cover new builds, strategy, custom tools, or training. For new builds, you'd stay on or return to a monthly plan.