I sit down with small firms, look at how your work really runs, and hand you the specific changes worth making first, including the ones that cost nothing.
Every week there's another AI tool to read about. Meanwhile the real work, like intake, scheduling, invoicing, drafting, and reporting, still eats hours you'd rather spend with clients.
You're not the only one. In a 2025 survey of Canadian small business owners, 51% said a lack of digital skills made adopting new technology harder, and 49% said they didn't have time to look at the options. Just as many, 51%, had never used generative AI.Source: CFIB, Digital Transformation, September 2025 (1,683 owners).
Client intake, follow-ups, document prep, and reporting can take hours every week. That's exactly the kind of work AI is good at now.
There are hundreds of AI products, all making the same promises. It's hard to tell which ones actually fit a firm like yours.
You don't want a six-figure custom build or a rip and replace. You want a few smart moves that pay for themselves fast.
You got into this to serve clients and grow something, not to spend your evenings chasing emails, preparing invoices, and rekeying the same information between apps. I help owners who'd rather put those hours back into their clients and their business.
A clear assessment that turns "we should use AI" into a specific, ranked plan built around how your firm actually works. It's written in plain English, and it's yours to keep.
A short, ranked plan for your firm: three specific changes worth making, or I refund in full.
About the assessmentA half-day session where I teach your team to use AI on examples from their own work, with clear rules for what goes in and who checks the output.
About trainingPick the change from your roadmap that matters most and I build it with you: set up, tested on your real work, and handed over with simple notes.
If you go on to have me build the change, the assessment fee comes off the price of that work.
About building a workflowRegular check-ins for firms that have done the assessment or training, with fixes when a tool changes and help for new staff.
About ongoing supportEach one is scoped and priced up front, after we've talked.
Two calls on your side. The analysis and the roadmap happen on mine, so nobody on your team has to stop working.
A 45-minute conversation about where your team's time really goes. I listen and take notes. No pitching.
I find your highest-friction workflows and research the specific tools that fix each one for a firm like yours.
A clear, ranked report with quick wins first, short enough for any partner to read in five minutes.
We go through the roadmap together, I answer your questions, and you decide what to put in place. With me or on your own.
I've spent more than 10 years in tech, including work with Fortune 50 companies. Along the way I've put AI tools to work on the everyday jobs that slow a business down: invoicing, email and inbox management, and automating the repetitive processes that move data between apps. With Northlight, I want to take that expertise beyond the tech world and put it to work for our local communities.
I don't sell software, and I won't hand you a fragile system to babysit. My job is knowing which tool solves which problem, pointing you at the few that are worth your time, and, if you want, building the one that matters most with you. Most of the time, that comes with little or no added cost to you.
The assessment is a fixed price, agreed before we start. I share it on the 15-minute intro call, so I can first tell you honestly whether it's a fit. It covers the discovery call, the roadmap, and the review call where we go through it together. If you go on to have me build any of it, the assessment fee comes off the price of that work.
I don't need access to your systems. On the call you talk me through how you work; nothing gets connected, and if you share your screen I'm noting the shape of your workflows, not copying records. For each tool, the roadmap notes where data is stored, what the vendor's privacy terms say, and whether your regulator's guidance suggests getting a written agreement first. I'm not a lawyer, so for privileged or health information I point you to what to check rather than give legal advice. If a tool can't meet that bar, it doesn't go in the roadmap. Happy to sign an NDA before we talk.
You can, and it will give you eleven, all plausible. What it won't do is tell you which two problems in your business are actually worth solving first, check that the tool still does what it claims at a price that makes sense for your size, or work out what has to happen before something else can. That judgment is the deliverable. The tool names are the easy part.
Mostly the everyday jobs that slow a business down: invoicing, email and inbox management, and automating the repetitive steps that move data between apps. One thing I see again and again: people are paying for software with half its features switched off, and the fastest win is turning those on rather than buying anything new.
None. The whole point is to put AI in plain business terms. If you can walk me through a normal week at your firm, you're ready for the call.
About 45 minutes for the discovery call and another 30 for the review. The analysis and roadmap happen on my side, so your team keeps working.
Not a big system. The roadmap is built from proven tools you can start on right away. If you want a change built, I do one workflow at a time, scoped and priced up front, kept simple and handed over with notes, so there is nothing fragile for you to maintain.
Yes. A half-day team session where I teach your people to use AI on examples from their own work, including rules for what goes in and who checks the output. It's scoped and priced on a call.
Small owner-run professional and service firms: accountants and bookkeepers, financial advisors and insurance brokers, law practices, and clinics.
Then you don't pay for it. If it doesn't give you at least three specific changes worth making, tell me and I refund the assessment fee in full. You keep the roadmap regardless, and I'd rather hear that it missed than have you quietly not use it.
Book a 15 min call to know more. Prefer email? Reach out any time at info@northlightai.ca.
Seven questions, about two minutes. I'll read it myself and come back with where I'd look first, whether or not you book anything.
Or email me directly at info@northlightai.ca.