AI Consulting for Accounting
Professionals & Businesses
Harness AI to work smarter, not harder.
Why a CPA for AI Consulting?
Because understanding the profession makes all the difference.
Most AI consultants know technology but not your industry. Rodolfo bridges both worlds — as a practicing CPA who leads AI seminars for the Colegio de CPA, he understands the real challenges accounting professionals face every day.
That means no generic advice. Every recommendation is grounded in the realities of tax compliance, client management, and the regulatory environment that governs your work.
How We Help
Practical AI solutions designed for accounting and business professionals.
AI Readiness Assessment
A thorough evaluation of your current workflows, tools, and team capabilities to determine where AI can deliver the highest impact with the least disruption.
Hands-On AI Training
Interactive workshops that teach your team to use AI tools effectively — from prompt engineering to integrating AI into daily accounting workflows.
AI Integration Support
Guidance on selecting, implementing, and optimizing AI tools that fit your practice — not generic tech, but solutions tailored to accounting professionals.
AI Strategy for Businesses
Strategic advisory for businesses looking to leverage AI across operations, from automating financial processes to enhancing decision-making with data.
Who This Is For
AI adoption looks different for every organization. We meet you where you are.
Formats Available
Flexible engagement models to suit your schedule and goals.
One-on-One Consulting
Personalized sessions tailored to your specific needs and goals.
Group Workshops
Interactive training sessions available in both Spanish and English.
Ongoing Retainer Advisory
Continuous support as you implement and evolve your AI strategy over time.
Speaking Engagements
Keynotes and presentations for conferences, associations, and corporate events.
How an Engagement Works
Most start small and only grow if the first step earns it.
Start with a working session
One hour, one-on-one. Bring the workflow that actually slows you down — not a hypothetical. You leave with something you can use that week.
Diagnosis and plan
A structured review of your workflows, tools, and team, ending in a written plan: what to adopt, in what order, and what to leave alone for now.
On-site setup and training
A half or full day at your office. We set the tools up on your machines and train your team on them. The scope of the day is agreed in writing before we start.
Support while you implement
Hourly follow-up as questions come up — as much or as little as you need. Most firms taper off once the habit sticks.
You can stop after any step. Every engagement beyond the first session is quoted for the work in front of us, and you get a written proposal to review before anything begins.
Curious How AI Can Transform Your Practice?
Start with one working session. If it earns the next step, we talk about the next step — no pressure, no jargon.