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Work with Andrew

He still runs the firm. That's the whole pitch.

Most advice about modernising a practice comes from people who left the profession a decade ago. Andrew files under his own systems every season — so you get the working version and the list of what not to bother with.

Someone who has already broken this, in his own firm, with real clients watching.

Most advice about automating a practice comes from people who never had to file under their own system. I've spent twenty-five years doing it to CPA4IT — paperless, cloud-native, largely automated — and I've shipped the failures too. You get the working version and the list of what not to bother with.

What you actually get

  • 01A read on your actual workflow, not your software licences
  • 02The order to do things in — workflow first, tools second
  • 03What I've already tested, including what quietly got switched off
  • 04Straight answers about what AI does and doesn't do in a practice today

There's no package and no price list. Every firm is a different mess, so it starts with a conversation and we work out from there whether I'm any use to you.

Or skip all this and come to a room.

Lake Effect · Wednesday 30 September 2026 · RCYC Island Clubhouse

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