CAS-Firm AI Implementation Sprint
Six-week fixed-fee AI implementation for accounting firms running Client Advisory Services.
The Journal of Accountancy's January 2026 playbook turned CAS-firm AI implementation into a buyable category. Firms know they need to ship AI tools (Ramp Accounting Agent, Puzzle, Digits, Campfire) to their advisory clients but their tech leadership is the same person who runs tax season. We deliver a fixed-fee 6-week sprint: pick the stack, integrate it, train your team, hand over runbooks.
What you get
- ✓1–3 AI tools live in your CAS practice within 6 weeks
- ✓Trained staff (10–30 people) using the new stack daily by week 6
- ✓Runbooks and SOPs you own — we don't lock you into a managed service
Who it's for
- —US accounting firms with 20–200 staff and an active CAS practice
- —Firms who picked a tool (or three) and stalled on adoption
- —Partners who keep saying 'we need to do AI' but the project is no one's day job
How we work
A real engagement, week by week.
- 1Week 1
Diagnostic + scope
- Interview 5–7 staff across the CAS practice
- Map current workflow to AI-tool surface area
- Lock the 1–3 tools we'll ship in this sprint
- 2Week 2–4
Integration + setup
- Tool provisioning, SSO, data integration
- Custom prompts/templates for your firm's tone and clients
- Pilot with 2–3 advisors, daily feedback
- 3Week 5
Rollout + training
- Live training sessions (in-person or Zoom) for full CAS team
- Office hours throughout week 5
- Pair sessions with skeptics — they're the ones who'll teach others
- 4Week 6
Handover
- Written runbooks for each workflow
- 30/60/90-day adoption metrics dashboard
- Optional retainer for ongoing tuning (separate engagement)
Why us
Why this works at our cost base.
Fixed-fee — no scope creep, no surprise hours
We're vendor-neutral — we recommend the tool that fits your practice, not the one that pays us
BD base means 6-week sprint costs half what a US consultant charges, with the same outcomes
Common questions
Things prospects ask first.
We're not consultants pretending to be advisors. We're delivery operators who ship AI tools into your existing practice.
Depends on your stack and clients. Common picks: Ramp Accounting Agent, Puzzle, Digits, Campfire, Keeper, Pry. We'll match to your workflow.
You own everything. Optional month-to-month retainer for tuning, but most firms don't need it.
Yes — that's a common scope choice. White-labeled CAS chat for your clients to ask basic questions.
JoA playbook is US-centric, but the pattern works for UK + AU accounting firms running similar advisory practices.
Ready to start S3?
20-minute scoping call. We'll tell you straight whether it's a fit.