Your industry

AI for accountants and bookkeepers

I help accounting practice owners apply AI to the admin around client service. We start with one pressure point, such as document chasing, and build around the email, calendar and practice tools you use.

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Reviewed

Where AI can take pressure off the practice

A useful setup can sort client messages by matter, highlight missing documents and prepare a follow-up list. It can assemble a meeting briefing from approved emails, notes and calendar entries. The next action becomes visible without asking AI to interpret tax law or make accounting judgements.

  • Summarise the client correspondence that needs attention today.
  • Draft document reminders from your approved wording.
  • Prepare a checklist for upcoming reviews and filing dates.
  • Find the right template or past communication in an agreed library.

A first project that fits the working day

I would begin with a narrow routine that has a clear owner and an easy check. For many firms, that is a morning client-work briefing. It can arrive on WhatsApp, by email or as a printable page.

What I need from you, and what stays with your team

You provide the deadline calendar, request templates, client categories, escalation rules and good handover examples. We agree which mailboxes and folders are in scope. Your qualified team remains responsible for classifications, calculations, advice, filings and client communication. I set up the assistant, test representative material and show users how to correct or stop it.

Illustrative example

Illustrative first project: a client-work briefing

Imagine a practice owner beginning each day by checking several inbox threads, outstanding requests and the week's client meetings.

  1. The assistant reads only the agreed email folders and calendar entries.
  2. It groups messages by client and flags requested documents, promised replies and approaching meetings.
  3. It drafts a short follow-up list using the firm's approved request language.
  4. The owner receives a briefing and chooses what to assign, edit or ignore.

What we would agree first: An accountant reviews every client-facing draft and remains responsible for professional advice, calculations, submissions and statutory deadlines.

Questions you may have

Can AI prepare tax or financial advice for clients?

It can help organise source material and draft from instructions, but a qualified person must check the facts, apply the relevant rules and approve any advice or submission.

Will we need to replace our practice software?

Usually we start with what you already use. I check which connections are dependable and explain any additional software, permissions and running costs before you decide.

How do we start without exposing every client file?

We agree a small first scope, specific folders or mailboxes and clear permissions. You decide what the assistant may read or draft, and how access can be removed.

Keep exploring

Other ways I can help

Daily AI briefing

I set up a daily briefing that brings selected emails, follow-ups and meetings into one place. It can arrive on WhatsApp, as a printable page, or in another format you already use. We decide what deserves your attention and keep links to the original information.

Explore Daily AI briefing

AI document library

I help teams organise their own templates, standard terms and reference documents so AI-assisted drafting starts from the material they use. The setup includes source selection, a review process and practice with the team's real tasks. Your subject expert remains the final reviewer.

Explore AI document library

Finance professionals

I help finance business owners and professionals use AI for the preparation and administration around their work. The starting point may be a daily briefing, client follow-ups or an organised document library. Advice, approvals and professional decisions remain with you and your team.

Explore Finance professionals

Recruitment agencies

Recruiters work across fast-moving vacancies, candidate conversations and client expectations. I help agency owners use AI to keep those threads organised and prepare the next conversation, while recruiters remain responsible for assessing people, challenging weak assumptions and making every shortlist decision.

Explore Recruitment agencies

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A starting point

Start with a 30-minute call

We pick one job worth fixing and measure it first. The fee for each step is agreed before it starts.

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In person in Johannesburg and Cape Town. Online worldwide.