AI strategy and implementation for professional services firms $3M–$50M. 30+ years in tech.
Schedule a Discovery CallYou know AI is important. But your team is scattered—IT, operations, finance, each trying different tools. No strategy. No ROI. No one accountable.
Compliance, security, hallucinations—how do you trust it with client data?
You don't have time to evaluate tools. Your staff doesn't know where to start.
Savings and revenue impact aren't obvious. Budgets disappear into tools no one uses.
Professional services firms that need to keep pace with AI—but in operations, not labs.
Medical practices, clinics, rehabilitation centers. Intake, scheduling, coding automation.
Law firms, accountancies, tax practices. Contract review, document generation, client management.
AEC firms, consulting engineers. Proposal automation, specs, RFP responses.
Strategy firms, creative agencies, boutique consultancies. Research, client delivery, operations.
Three approaches. Pick what fits your stage.
3–5 days close look into your operations. Where do you have the most waste? What's the regulation risk? What's realistic in 90 days vs. 18 months?
$7,500–$15,000
I become your part-time AI lead. Strategy, vendor selection, implementation oversight, team coaching, roadmap. Available for calls, Slack, and reviews.
$3K–$8.5K/month
Train your team on AI fundamentals, governance, tools evaluation, or specific use cases (intake, document automation, etc.).
$3,500–$6,000
Real impact from client engagements.
I work closely with leading AI implementation firms to deliver end-to-end solutions.
The framework I use with every vCAIO client. This is where the methodology starts. Read it first, then let's talk about your firm.
Learn More About the BookLet's start with a 30-minute conversation about your biggest operational bottleneck and what's realistic to fix in 90 days.
Schedule a Discovery Call