Coaching
Help me work through it.
Side by Side
$1,000 per month
3 new coaching openingsTwo private, one-hour sessions each month, plus asynchronous Slack support.
Need more time together? Side by Side Plus: four sessions for $1,750.
MomandPop.AIFor accounting and bookkeeping firms
Practical AI help for you and your team.
Know where to start, put a useful workflow into practice, or help your team use AI with confidence. Work directly with Antonio through coaching, implementation, or team training.
A free 15-minute call to find the right kind of help.
Antonio Urbina Jr.
More than 20 years integrating enterprise systems.
Built in your accounts
Human approval stays
Your firm owns the system
Ways to work
Coaching. Implementation. Team training.
Work through it with me, have me own the agreed implementation, or help your team learn together. Start with the kind of help you need.
Implementation
Own the agreed build work.
Ongoing AI Implementation Support
Monthly scope and proposal
Implementation capacity, covered systems, and review cadence agreed before work starts.
Defined AI & Workflow Projects
Fixed scope and written quote
AI Systems Builds currently start at $4,500. Final scope, price, and timeline are agreed after discovery.
Team training
Help us learn to use it.
Practical AI Workshops & Cohorts
Coming in 2027
Cohorts are planned for 2027. Registration is not open. Exact dates, format, participant requirements, and price will be announced once confirmed.
Organizational AI Training
Custom training proposal
Audience, preparation, delivery, exercises, and follow-up are scoped with your team.
The problem usually isn't one big task.
It is the space between tools, people, and decisions. That is where the week disappears.
01 / INTAKE
A client sends one piece.
Email gets part of the story. The request starts moving before anyone can see what is missing, what is current, or who owns the next step.
02 / SPLIT VERSION
Another lands somewhere else.
The portal has a different version. Someone has to compare the copies, carry the context over, and hope the right detail survives the handoff.
03 / HUMAN BRIDGE
Your staff connects it all.
That is where the week disappears. Fix the handoff first, then decide what should move automatically and what still needs a person.
Automation should know when to stop.
Repetition can move automatically. Judgment, relationships, and final approval stay with your team.
CollectRouteHuman reviewContinue
- Moves on its own
- Reminders, sorting, matching, and status updates.
- Stays with your team
- Exceptions, judgment calls, client conversations, and final approval.
Bring one problem. We will find the right next step.
We will look at where the work gets stuck, decide whether AI, automation, or a simpler process would help, and choose the right kind of support together.
Selected work
Selected work, shaped by the people who use it.
ReFrame and prior work with Trac-1 show different kinds of implementation, grounded in 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.
Prior AI Build-With work
Prior workflow work with a bookkeeping firm
Trac-1: payment matching with a review queue.
The work focused on routine payment matching and a controlled review queue. Traci Swindle took part in the decisions and testing, with final review kept under her control.
- Result
- The workflow brought routine items into one review-ready queue.
- Control
- The workflow kept unclear items with Traci Swindle for review before proceeding.
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. Start with the work people already do, not a software wish list.
Map
Separate repetition from judgment and risk. Write down what can move, what can stop, and who decides.
Build
Ship the smallest safe system inside your tools. Make the exception visible before you add more machinery.
Own
Keep the accounts, documentation, and final control. A finished build should leave your team more capable, not more dependent.
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
- My access is removed or limited to agreed ongoing support at handoff
Useful before you are ready to hire me.
Questions
Before we work together
Where do we start if I do not know what we need?
Bring one recurring problem to a free 15-minute intro call. We can decide whether coaching, a paid review, implementation, or training is the useful next step.
Is this only for accounting firms?
Accounting and bookkeeping firms are the primary focus. Professional-services organizations can explore implementation and training; financial institutions can explore organization-specific training.
Do we need to replace our software?
We start with what you already use. Any proposed change should have a reason, a scope, and your approval.
Can you train our team?
Yes. Organizational training begins with the audience, its work, and the approved tools and information rules. Preparation and delivery are scoped in a proposal.
Bring the handoff that keeps coming back.
I will help you decide whether it needs AI, automation, or a simpler process change.
Book a free intro call