Build small internal AI tools while keeping client relationships personal
A father-and-son accounting firm moved from compliance work to virtual CFO services and has built 40+ AI tools for internal tasks, while deliberately drawing a line where AI should not replace personal contact.
Reported results
Qualitative: the source describes 40+ AI-built tools and an industry award for AI innovation.
List repetitive internal tasks and build or buy a small tool for each.
Decide explicitly which client touchpoints stay human.
Use the time saved to personalise client work.
⚠️ Watch out
Many small tools need an owner; document them.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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