You will get Private AI Setup for Accounting Firms — Use AI Without Risking Data
Project details
Confidentiality first: this setup is built so your team gets the speed of AI without sending client data into public models — and you get it usable right away.
You're already using ChatGPT or Claude or Copilot to draft emails, summarize documents, and answer routine client questions. The problem: anything client-identifying pasted into a public tool is a confidentiality exposure under your professional obligations — and most firms have no policy, no safe alternative, and no idea where the line is.
I set up a private AI workspace for your firm: a safe environment plus task-specific assistants built around your real work, so your team gets the speed of AI without sending client data into public models. You also get a plain-language usage policy so everyone knows what's safe.
This is not a lecture on risk — it's the safe setup that lets you actually use AI, configured and handed off. With 5+ years setting up AI for professional-services firms, I keep it practical and plain-language.
Best for: firms of ~2–25 people already using public AI ad-hoc who want it made safe and consistent.
You're already using ChatGPT or Claude or Copilot to draft emails, summarize documents, and answer routine client questions. The problem: anything client-identifying pasted into a public tool is a confidentiality exposure under your professional obligations — and most firms have no policy, no safe alternative, and no idea where the line is.
I set up a private AI workspace for your firm: a safe environment plus task-specific assistants built around your real work, so your team gets the speed of AI without sending client data into public models. You also get a plain-language usage policy so everyone knows what's safe.
This is not a lecture on risk — it's the safe setup that lets you actually use AI, configured and handed off. With 5+ years setting up AI for professional-services firms, I keep it practical and plain-language.
Best for: firms of ~2–25 people already using public AI ad-hoc who want it made safe and consistent.
AI Algorithms
Large Language ModelAI Applications
AI Content Creation, Conversational AI, Natural Language Generation, Natural Language UnderstandingAI Tools
Azure OpenAI, Microsoft 365 CopilotAI Models
ChatGPT, GPT-4What's included
| Service Tiers |
Starter
$450
|
Standard
$1,200
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 21 days |
Number of Revisions | 1 | 2 | 2 |
AI Model Integration | - | ||
Batch Normalization | - | - | - |
Database Integration | - | - | - |
Detailed Code Comments | - | - | - |
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | - | - | - |
Model Documentation | |||
Model Monitoring | - | - | - |
Model Testing & Optimization | - | - | - |
Model Tuning | - | - | - |
Natural Language Processing | - | - | - |
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | |||
Setup File | - | - | |
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$150
Additional private assistant
+$400
Extended team training session
+$250Frequently asked questions
About Craig
United States - 4:55 am local time
Most firms are already using ChatGPT or Claude or Gemini to move faster. The catch: pasting anything client-identifying into a public tool is a confidentiality risk under your professional obligations — and ad-hoc prompting never compounds into real, repeatable time saved.
I fix both. I find exactly where your firm's hours leak, score each drain, and give you a prioritized plan to hand the worst offenders to private AI assistants — built around your actual workflows and designed to keep client data inside your control.
What you get:
- A scored AI Time-Leak Audit of your recurring workflows
- A 90-day roadmap ranked by hours reclaimed
- Working, private AI assistants for your highest-value tasks — handed off in plain language, no technical background required
This isn't a software pitch or a generic "AI strategy" deck. It's a diagnosis and a build, focused on the operational and client-communication work your bookkeeping software doesn't touch — not a replacement for it.
Background: 20+ years leading software implementations and operations for professional teams.
Best fit: principals and partners at firms of roughly 2–25 people whose practice runs on manual repetition and who want their time back. (I also work with adjacent professional-services firms — legal and advisory.)
Tell me your single biggest time drain and I'll tell you straight whether it's a fit.
Steps for completing your project
After purchasing the project, send requirements so Craig can start the project.
Delivery time starts when Craig receives requirements from you.
Craig works on your project following the steps below.
Revisions may occur after the delivery date.
Review current AI use & risks
I review how your team uses AI today and where client data could be exposed, under confidentiality.
Set up your private AI workspace
I configure a private environment so your inputs aren't used to train public models and data stays in your control.