Client intake and document chasing
Tax documents, 1099s, W-2s, engagement letters. The same intake sequence repeated every season.
For Henderson & Las Vegas CPA firms Accounting, bookkeeping & tax · 5–50 people
5–7 hours back each week — from intake, drafting, and document chasing.
A 45-minute call. A written plan in 48 hours on where AI recovers hours in your firm — and where it shouldn't go near your workpapers.
Ex-DoorDash, Square, Mudflap. I know your world.
45 min your time
$999 flat fee
48 hours plan delivered
01
Where the time goes
Small accounting and bookkeeping firms typically lose time in the same four places.
The #1 pattern
Speed-to-lead: inbound response latency
Prospect sends an inquiry at 9pm. You see it at 8am. By then they've already called two competitors. Cutting that lag from hours to minutes is often worth more than everything else on this page combined.
Correspondence drafting
IRS notice responses, client updates, engagement letters. Drafted from templates that need refresh.
Meeting prep
Prior-year file review before every client call. 30 to 60 minutes per meeting.
Regulatory research
IRS updates, state rule changes, industry news. Hours that AI can surface in minutes.
02
What I won't tell you to automate
Half the value of this Assessment is the workflows I tell you to leave alone. Here's where I'll push back.
Cold outbound
Your sales motion
Automated cold sequences destroy more trust than they generate. Your sales motion needs more human attention, not less.
Process first
Broken processes
If clients are unhappy or staff is burned out, AI on top only speeds up the problem. Fix the process first.
Judgment call
Human-judgement work
Client calls, review that requires context, anything where your reputation is on the line. These stay human. That's your edge.
Low volume
Low-volume tasks
If the task happens twice a month, setup cost is higher than the time you'd save. Keep it manual.
If the honest answer is "don't use AI here," I'll say so on the call. If the honest answer is "hire the person you were going to hire," I'll say so.
03
How it works
Three phases, fixed scope. A 45-minute Talk, a written Plan in 48 hours, and — optional — a hands-on Build.
Talk
The discovery call
A 45-minute conversation about how your business actually runs. You talk. I take notes. No pitch.
Your time: 45 minutes. One call.
Plan
The written action plan
Delivered in 48 hours. The 3–7 tools worth installing, an explicit list of what not to automate, and financial impact in hours and dollars.
Your time: 45-minute review call.
Build — optional
Hands-on implementation
If you want implementation rather than a self-serve roadmap, I embed for a fixed-scope engagement. You keep what I build.
Priced separately. Zero obligation.
04
The math
5–7 hours/week
recovered per person, on average
For a team where staff time is worth $50–$200/hour loaded, that's $250–$1,400 per person per week in recovered capacity. Most teams land around $600–$800 per person per week.
Tools cost $30–$80/month in aggregate. Most teams recoup the $999 within the first week of implementation.
30-day guarantee
Save 5+ hours/week within 30 days, or I refund the $999. No questions asked.
"I'll tell you where AI doesn't belong as clearly as where it does. No software reselling, no affiliate deals."
05
Is this the right fit?
Right fit if you
- ✓ Own or lead a services business doing $3M to $10M in annual revenue.
- ✓ Have 10 to 50 people and a repeatable service delivered week after week.
- ✓ Run on software your team mostly likes (QuickBooks, HubSpot, your job-management or practice-management system).
- ✓ Lose hours to admin, leads to slow response, or revenue to both.
- ✓ Want to know where AI shouldn't go, not just where it should.
Not a fit if you
- ✕ Want a tool list without 45 minutes on how your business actually works.
- ✕ Want software resold or managed. I don't do either.
- ✕ Have a process broken at the client, vendor, or staffing level.
- ✕ Want a "transformation" or a six-figure roadmap.
- ✕ Have no core software or repeatable process yet. Start there, then come back.
Who's behind this
I'm Piers Rollinson. Fifteen years at DoorDash, Square, and Mudflap building systems that move millions of orders, payments, and drivers. The same thinking that lands 10 million orders correctly at DoorDash lands 100 client intakes correctly at a 12-person firm.
I live in Henderson with my wife and three kids. I'm direct — no glossy pitch decks, no software to resell. Fixed scope. You keep what I build.
Previously
DoorDash, Square, Mudflap
Focus
AI for services firms
Based in
Henderson, NV
Common questions
What if I've already tried AI and it didn't stick?
Most owners have dabbled with ChatGPT or tried a tool their accountant mentioned, and not much changed. The difference here is specificity — a written plan tied to specific workflows in your business, not a generic "try AI" suggestion.
What if the honest answer is "don't use AI for that"?
That's half the value. The action plan explicitly flags workflows where AI is the wrong tool — broken processes, human-judgement work, low-volume tasks. I'll also tell you if the honest answer is "hire the person you were going to hire anyway."
What does this cost?
$999 flat. Includes the 45-minute call, written action plan, and review call. If you don't find it valuable, I refund — no conditions. No upsell during the Assessment.
What do I need to prepare?
Nothing. You don't need to know AI — that's my job. Just show up ready to talk about how your business actually works day to day.
Who will I be on the call with?
Me. Every call, every action plan, every build. No junior consultants, no handoffs.
Do you sell software?
No. The action plan recommends existing tools — ChatGPT, Claude, Dext, Karbon — whatever fits. No reselling, no affiliate deals. Recommendations are genuinely neutral.
How long until I get the action plan?
Within 48 hours of the discovery call. Review call follows shortly. Total calendar time from first call to final plan: about one week.
What happens after the Assessment?
Up to you. Many owners implement on their own — the action plan is designed for that. If you want hands-on help, we can talk about the Build phase. Fixed-scope engagements typically run $3K–$15K. Zero pressure either way.
Ready when you are
Get your hours back. Starting this week.
$999 flat. 45-minute call. Written action plan in 48 hours.
If you don't find the Assessment valuable, I'll refund you. No questions asked.