Practice management
Workflow rules
MomandPop.AIFractional AI leadership for accounting firms
Your tools have AI. Who decides how it works across your firm?
I step in as your fractional AI lead. Before you buy another tool, we work out what you already have, what should connect, and where your team keeps control.
Talk through your current tools
A 15-minute call about what is in place and what still feels disconnected.
Tax software
Client and return data
Accounting and payments
Transactions and approvals
Email and documents
Communication and files
AI copilots and agents
Partial context
Fractional AI leadership
One accountable AI leadThe decisions between the tools.
- Tool decisions
- What earns a place
- Connections
- What moves where
- Permissions
- Who can access what
- Human review
- Where people keep control
Built in your accounts
Human approval stays
Your firm owns the system
The problem usually isn't one big task.
It is the space between tools, people, and decisions. That is where the week disappears.
A client sends one piece.
Email gets part of the story.
Another lands somewhere else.
The portal has a different version.
Your staff connects it all.
That is the handoff worth fixing first.
Automation should know when to stop.
Repetition can move automatically. Judgment, relationships, and final approval stay with your team.
CollectRouteHuman reviewContinue
Start with the problem, not a service menu.
Bring the process you want AI to improve. I will tell you whether it needs AI, automation, or a simpler fix, then choose the smallest useful next step.
AI Opportunity Review
$750You know where you want AI to help, but not what to build.
In 90 minutes, map one recurring process, identify the points that need human review, and leave with a build, simplify, or stop recommendation.
See the AI Opportunity ReviewSelected work
Work shown with the people who are building it.
ReFrame and Trac-1 are different kinds of engagements. Both stay close to the people who operate and own the work.
Official AI Partner- Event commerce
- Attendee and sponsor paths with Stripe checkout.
- Contracts and access
- Generated PDFs, private signed links, and controlled identity.
- Live review
- Repeated user-acceptance rounds with real operators.
- Owned platform
- A working system continuing toward a broader Event OS.
Active AI Build-With Partnership
A bookkeeping firm building alongside Antonio
Trac-1 is building the workflow with Antonio.
The work starts with routine payment matching and a controlled review queue. Traci Swindle stays close to the decisions, tests what changes, and keeps the final review.
- Result
- Routine items reach one review-ready queue.
- Control
- Traci Swindle reviews unclear items before the work moves forward.
Past and present work
Built by Antonio Urbina Jr.
A one-person systems practice, working beside the owner.
I spent more than 20 years integrating enterprise systems. At MomandPop.AI, I bring that experience into smaller firms where one stubborn handoff can drain the week. I help choose the work, build the system, test it with the people who will use it, and leave the accounts and documentation with your team.
Meet Antonio on LinkedInA build should get smaller as it gets clearer.
Find
Bring the repeated handoff that keeps returning.
Map
Separate repetition from judgment and risk.
Build
Ship the smallest safe system inside your tools.
Own
Keep the accounts, documentation, and final control.
Your firm keeps the keys.
You should know who controls every account, what I can access, and exactly what changes hands when the build is finished.
- Accounts stay under firm control
- Approval boundaries are documented
- The handoff is part of the build
Useful before you are ready to hire me.
Bring the handoff that keeps coming back.
I will help you decide whether it needs AI, automation, or a simpler process change.
Talk through your current tools