A $97 written audit of where AI can save your firm hours this quarter — and which AI pitches to confidently ignore.
Most "AI consultants" sell you their stack. This is a focused written report on your specific practice: the three highest-impact AI opportunities, the regulator + confidentiality considerations for each, and the implementation order that buys back the most hours first. Delivered in 5 business days. Yours to keep whether or not you ever work with us.
Conflict-of-interest disclosure is printed on page one of the report itself.
Because every accountant, lawyer, and adviser we talk to is being pitched AI by everyone — and most of it doesn't apply to them.
Most AI advice for professional services is either generic ChatGPT prompts (which ignore your regulator obligations), enterprise pilots that take 12 months (which you don't have the capacity to run), or a vendor demo dressed as a strategy (which is just sales). None of it helps a 4-25 partner firm decide what to actually do this quarter.
So we built the report we wished existed when we started working with our first practice. It's not gated on you hiring us afterwards. If the highest-impact move for your firm is "fix your practice management software first" or "hire a part-time admin before adding AI to anything", that's what the report will say. We disclose the conflict-of-interest on page one and back ourselves to be honest enough that you'll want to talk to us anyway.
The audit is profitable on its own at $97. We're not losing money to win you over. We just refuse to pretend AI is the right answer to every problem in a professional practice — and most of our competitors won't say that out loud.
A specific written report. Not a slide deck. Not a sales call. A document.
15–25 pages, written in plain English, scoped to your firm and your regulator. Delivered as a branded PDF you can forward to your partners and your IT person. Six deliverables, on every audit:
Your AI-readiness baseline vs the 2026 profession benchmarks
Where your firm sits on the AI maturity curve — using your regulator's published research (CA ANZ / Law Society / FAAA / ASIC) so the comparison is apples-to-apples, not vendor-marketing.
The three highest-impact AI opportunities for your specific practice
Ranked by effort vs payoff. Each one named, sized in estimated hours-saved per partner per month, and traced back to a real workflow we can see in your current setup.
The compliance + regulator considerations for each
TPB / AUSTRAC / TASA for accountants. LPUL / AML-CTF / confidentiality for lawyers. ASIC RG 175 / DBFO / agentic-AI for advisers. We name the rule, the obligation, and the practical workaround for each opportunity.
What to confidently ignore
The AI pitches that don't apply to your firm — and the specific reason each one is wrong for your context. Saves you the awkward sales calls and the months of "we should look into that".
A 60-day implementation order-of-operations
Which one to do first, second, third — and why. Includes the rough cost range for each (DIY / hire someone / hire us) so you can decide without coming back for another quote.
An honest conflict-of-interest disclosure
Yes, we offer follow-on services. No, the report's recommendations are not gated on hiring us. We print this on page one of the report itself so there's no ambiguity later.
Five business days. No meeting required.
You order. We do the work asynchronously. You get a PDF. That's the whole shape of it.
You order the audit and answer 12 questions
A single 5-minute form — your firm size, your software stack (Xero / Karbon / LEAP / Smokeball / XPLAN / Iress / whatever), your regulator, and the three things eating most of your week. Nathan reviews it the same day.
We map your current workflow + AI exposure
Public-facing audit of your website, intake flow, and visible client comms. Cross-referenced against your regulator's current AI guidance and your software vendors' published AI features. (We don't touch anything inside your practice — this is observational.)
We draft the three opportunities + ignore-list
Each opportunity scoped, sized, and compliance-checked against your regulator's framework. Each ignored pitch named with the reason. Nathan personally signs off on every line.
You receive the written PDF
Delivered to your inbox by 5pm AEST. You can read it, forward it to your partners, ignore it, or book a free 30-minute follow-up call to talk through the recommendations. No sales pressure. No automated drip sequence.
Built for Australian professional practices with 4–25 partners.
Accountants, lawyers, financial advisers and similar regulated practices. Not for everyone — here's the honest filter.
The audit is for you if…
- You're a professional practice (accounting, law, advice, broking, planning) with 4–25 partners or seniors
- You know AI is changing your profession but every vendor pitch sounds the same
- You want a specific answer scoped to your firm, not a generic playbook
- Your regulator and your software stack actually matter to the recommendation
- You'd rather have a written document you can forward than sit through another 60-minute discovery call
The audit is NOT for you if…
- You're a solo operator or 1–3 person practice (the ROI math doesn't work yet — we'll tell you for free)
- You're a 50+ partner firm with an in-house transformation team (you need a different engagement)
- You're looking for someone to validate a decision you've already made (we'll give you our honest read, not a rubber stamp)
- You're not in a regulated profession (the regulator section is half the value — without it, the audit is a generic AI consult)
Our conflict-of-interest disclosure (printed on page one of the report)
Yes, we offer follow-on services. If the audit identifies an opportunity that fits our regulation-monitoring, client-comms-automation, or front-desk-AI offerings, we'll say so — and we'll quote you for it.
No, the report's recommendations are not gated on you hiring us. If the highest-impact move for your firm is "fix your accounting software setup first" or "hire a part-time bookkeeper before adding AI to anything", that's what the report will say. We don't write recommendations we can't defend with a straight face six months later.
The audit is profitable for us on its own. We are not losing money to win your business. You don't owe us anything after the PDF arrives.
What people usually ask before they order.
Will the audit pressure me to buy something?
No. The audit is a written PDF, delivered to your inbox. You can read it, forward it to your partners, ignore it, or book a free 30-minute follow-up call to talk through the recommendations. There is no automated drip sequence, no high-pressure call, no scarcity countdown. If you never speak to us again after the PDF arrives, the relationship is complete and we wish you well.
How is this different from a free 30-minute discovery call with an AI consultant?
A free 30-minute discovery call exists to qualify you into a $20–80k engagement — the consultant's incentive is to convince you that the answer is a $20–80k engagement. Our $97 audit is profitable on its own, which means our incentive is to give you a useful report regardless of what comes after. You also get a written document you can re-read, forward, and act on at your own pace — not a half-remembered 30-minute conversation.
Why $97? That feels suspiciously cheap.
Because most professional practices won't engage a consultant they've never met for $5,000, but they will pay $97 to find out if there's a there there. The price is the filter — it screens out tyre-kickers without screening out the firms who would actually benefit. We're also genuinely an early-stage operator-led practice, and our cost of producing this audit is mostly Nathan's time plus a documented methodology — not a 12-person delivery team's overhead.
What software/regulator coverage do you have?
For accounting firms: Xero, MYOB, QuickBooks, Karbon, Ignition, FYI Docs. Regulator: ATO, TPB, AUSTRAC (Tranche 2), TASA. For law firms: Smokeball, LEAP, ActionStep, Clio, NetDocuments. Regulator: AML/CTF Tranche 2, LPUL advertising, state law society confidentiality rules. For advisers: XPLAN, AdviserLogic, Iress. Regulator: ASIC RG 175 / RG 244, DBFO, AML/CTF Tranche 2, FASEA. If your stack isn't listed, just ask — we've usually seen it.
What if you tell me the answer is "don't add AI yet"?
Then we tell you that, in writing, with the specific reasoning. Some practices genuinely aren't ready — usually because the underlying workflow is too informal to automate, or because the partner group hasn't aligned on what "good" looks like. If that's your situation, you'll get a written diagnosis and a plain-English explanation of what to fix first. That's a $97 well-spent: it stops you from spending $30k on the wrong tool.
Do you actually understand the regulator obligations, or are you guessing?
We track the active regulator changes for each of the three professions we serve and update the audit methodology each quarter. For accounting, that means TASA Determination 2024 (8 new obligations from August 2024), annual TPB re-registration (since July 2024), AUSTRAC Tranche 2 (1 July 2026 commencement, enrolment 29 June 2026), and STP Phase 2 enforcement. For law, AML/CTF Tranche 2 (1 July 2026), LPUL advertising tightening, plus state-by-state confidentiality variances. For advice, DBFO Tranche 2, ASIC's agentic-AI focus for 2026, AML/CTF Tranche 2. We don't draft your compliance program — that's your professional judgment. But the audit will not recommend anything that conflicts with a published regulator obligation.
What if I don't like the report?
Email Nathan, tell us why, and we refund the $97 in full. No "consultant-says-it's-good" gatekeeping, no satisfaction-form gymnastics. We'd rather refund you than have a dissatisfied buyer talking about us.
Who actually writes the report — is it ChatGPT?
Nathan writes the report. We use AI for the same things every modern professional uses it for (research synthesis, draft assistance, citation lookup), then Nathan reviews every line and signs off. The document is not AI-generated content with a name on it — it's an operator's read of your specific situation, supported by AI tooling. We tell you which is which on the colophon page.
I'm not an accountant / lawyer / adviser — can I still order?
Probably not yet. The audit's value is in the regulator + software-stack specificity for the three professions above. If you're in an adjacent profession (mortgage broking, real estate agency, financial planning) email Nathan first — there's a reasonable chance we can serve you, but we'd rather decline up-front than deliver a generic report.
$97. Five business days. Written PDF. Yours to keep.
Conflict-of-interest disclosure printed on page one. Refund if it's useless.
Order the $97 AI Audit →After ordering you'll get the 12-question intake form. Nathan reviews the same day.
Written by Nathan in Brisbane. Every audit is read, written, and signed off by me personally. Not delegated to a junior. Not generated by a model. The reason the audit is honest is the reason it's a slow business — and I'd rather build it that way than scale it any other.