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Try something useful before you hire anyone.
Pressure-test a workflow, borrow working AI skills, or read the field guides. All free, no email wall.
Tools
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The 2-minute Handoff Check
Twenty quick yes-or-no questions about the work your team chases, copies, re-enters or rebuilds. Get a score now and a written map by email.
Take the Handoff Check →AI Skills Library
Preview practical skills and prompts for repeated small-business work before saving them into your tools.
Browse the library →Field guides
Read before you buy software.
What should an accounting firm automate first?
A practical scoring method for choosing the first workflow.
Read →Client onboarding automation
Triggers, status ownership, exceptions, human review, and what to test first.
Read →Custom automation vs. Zapier
Choose between native integrations, Zapier and custom systems by risk and ownership.
Read →Owner complaints to map before automating
Turn recurring frustrations into workflows that can be mapped and owned.
Read →AI automation for accounting firms
A practical starting point for safe, useful automation.
Read →ReFrame case study
Inspect a real implementation: commerce, contracts, access and live operator review.
Read →Newsletter
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Short notes on what is working in owner-led firms. Unsubscribe any time.
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Ready to fix the handoff for good?
Build it with me in four working sessions a month, or start with a 90-minute Review and a written plan.