AI & Consulting
Led by Cade Zerby, CPA. AI implementation, automation, and hands-on training that put modern AI to work on the busywork draining your week — plus honest advice on where it pays off first. Serving small businesses across St. Charles, Geneva, Batavia, and the Fox Valley.
Three ways we put AI to work.
Whether you know exactly what you want automated or have no idea where to start, there is a door in for you. Start with a project, train your team, or let us find the highest-return opportunities first.
AI Implementation & Automation
Put AI on lead response, scheduling, customer chat, invoicing, and reporting, built on the tools you already use and handed off so your team can run it.
Explore implementationAI Training
Hands-on, role-specific training that gets your whole team using AI well, with prompt libraries and playbooks they keep after we leave.
Explore trainingConsulting & Advisory
Not sure where to start? We assess how your business runs, rank the highest-return AI opportunities, and give you a clear, honest plan before anything gets built.
Start a conversationNew to AI? Here's what this actually means.
Forget the buzzwords. "AI implementation" just means we take the repetitive work that eats your day — answering the same questions, chasing leads, booking appointments, retyping the same invoices — and set up software that quietly handles it for you, automatically.
Here's a real example. A customer messages you at 9 p.m. for a quote. Right now it sits until morning, and half the time they've already hired someone else. With what we build, they get an instant, friendly reply, their questions answered, and the job booked on your calendar — while you sleep.
You don't need to be technical, and you don't need to learn a new app. We build it on the tools you already use, set it up for you, and show your team how to run it in plain English. And if something ever needs a real person, it always hands off to one.
Questions, answered
Not at all — that's the whole point. We handle the setup and the technical side, build on tools you already have, and train your team with simple playbooks, not manuals. If you can send an email, you can run what we build.
No. It takes the busywork off their plates so they can focus on the work that actually needs a person. Most owners use it to grow without adding headcount — and anything sensitive always hands off to a real human.
The highest-return uses are consistent across trades: reply to leads instantly, book appointments and send reminders, answer common customer questions, and automate invoicing, data entry, and review requests. We start with the one or two that will save you the most time first.
No. We build on what you already pay for and know — your inbox, your CRM, your scheduler, QuickBooks. We only suggest a change when it clearly earns its place, and we'll tell you honestly if it doesn't.
Every project is priced up front after a short, free call — usually a fixed-price project focused on one or two high-impact workflows, not an open-ended retainer. You'll know the cost before any work begins.
Curious what we'd automate in your business?
Let's find out.
A short, free conversation. No pitch deck, no obligation. Just a clear read on where AI and clean books could help your business.