AI workflow consultant — accounting & tax firm

We are an outsourced accounting and tax firm serving small businesses. We handle bookkeeping, accounts payable, expense management, financial reporting, and tax preparation. We're at a point where we want to seriously rethink how we work — not just add AI tools on top of old processes, but redesign our workflows from the ground up to take advantage of what AI can actually do. We're looking for a contractor who has done this before — someone who understands accounting and tax workflows deeply and also has hands-on experience implementing AI tools in professional services or finance environments. What you'll do: • Map our current accounting and tax workflows end-to-end • Identify where AI can replace, assist, or accelerate steps • Research and evaluate tools that fit our stack (we use QBO, and are open to others) • Work alongside our team to build and document the new workflows — not just hand us a deck • Help us implement and iterate until the workflows are actually running Who we're looking for: • Strong background in accounting, tax, or working closely with firms that do this work • Real experience deploying AI tools in a professional services or finance context — not just theoretical • Familiarity with tools like AI document processing, workflow automation, or AI-assisted review • Someone who can roll up their sleeves and build alongside us, not just consult from a distance This is a part-time engagement to start. If it goes well, there's room to expand the scope. We are serious about this — we want to move from buying tools to actually redesigning how we operate, and we need someone who has done it. In your application, please tell us: what accounting or tax workflows have you redesigned with AI, what tools were involved, and what the before/after looked like. Specifics matter more than credentials here.