A short, plain-English roadmap built around how your firm actually works. Two calls on your side, about 75 minutes in total. The analysis and the writing happen on mine.
Small owner-run firms: accountants and bookkeepers, financial advisors and insurance brokers, law practices, and clinics. You don't want a big project. You want to know the few changes that are worth making first.
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.
Written in plain English, built around how your firm actually works, and yours to keep whatever you decide next.
The three biggest wins for your firm, with a real estimate of hours saved each week.
Every tool I recommend, plotted so the priorities are obvious at a glance.
The two or three high-impact, low-effort tools to start with, plus how to set them up.
A day-by-day path so nobody's left wondering what to do first.
I share the price on a 15-minute intro call, before you commit to anything. That way I can first tell you honestly whether the assessment is a fit for your firm.
The roadmap points you at tools you can start on right away. If you want a change built later, that's a separate, scoped piece of work.
I note where data is stored and what to check with your regulator. I'm not a lawyer, so I point you to what to check rather than give advice.
I don't sell software. Most recommendations use tools you already pay for.
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.
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 and we'll work out whether it's a fit. Prefer email? Reach out any time at info@northlightai.ca.