AI Automation ConsultantPreston Cardwell
I partner closely with your business to identify strategic opportunities for AI and automation, helping you streamline processes, improve profitability, and scale effectively. I build customized automations aligned directly with your business goals, proactively recommend the best technology solutions, and provide ongoing strategic support to ensure your operations stay agile—all backed by my experience as an active CPA and trusted business consultant.
What's included
AI Automation Implementation
End-to-end setup of the automation system tailored to your stack: integration, configuration, testing, optimization and final hand-off.
Standard Operating Procedure Document
A clear, step-by-step SOP manual for every automated process—triggers, actions, edge-case handling and maintenance tips.
SOP Loom Video Tutorial
Screen-recorded walkthroughs showing the automation in action, end-to-end, so your team can visually onboard, replicate and troubleshoot with ease.
Unlimited Workflow Optimization & Updates
Unlimited monthly tweaks, refinements and new automation builds to match evolving processes and business needs—no extra fees for scope-approved modifications or entirely new workflows under your subscription.
30-Day Post Launch Maintenance & Support
Up to 30 days of minor tweaks and troubleshooting for the originally delivered workflows—applicable only if the engagement doesn’t continue in an ongoing retainer.
FAQs
I specialize in Make and n8n, and I’m also fluent in Zapier, Lindy, Lovable, Cursor and various AI modules. I’ll recommend the platform that best fits your stack, goals and budget.
No problem, one-off projects are welcome. Just reach out with your requirements and I’ll scope the work, then send over a fixed-price quote and timeline.
I’m a CPA with 7+ years of consulting experience - 6 of those in public accounting across 10–15 industries. I’ve built AI automations for accounting firms, law practices, home service companies and digital agencies, and I can apply the same proven approach to any other industry.
Shared dashboard:
I bring automation ideas from what I see and build in the space, and you bring real-world pain points and requests specific to what you're experiencing in your business.
Asynchronous updates:
Loom videos and email summaries for walkthroughs and progress checks.
Real-time support:
Slack (or your preferred chat) channel for quick questions.
Strategy meetings:
Bi-weekly calls to review progress, refine priorities and plan next steps.
Absolutely - I have standard language included in my contracts to ensure confidentiality. If you prefer a standalone agreement, I'm happy to review and sign it.
Preston's other services
Starting at$3,400 /mo
Tags
Cursor
Lovable
Make
N8N
Zapier
AI Agent Engineer
AI Automation
Automation Engineer
Service provided by
Preston Cardwell Houston, USA
- 3
- Followers
AI Automation ConsultantPreston Cardwell
Starting at$3,400 /mo
Tags
Cursor
Lovable
Make
N8N
Zapier
AI Agent Engineer
AI Automation
Automation Engineer
I partner closely with your business to identify strategic opportunities for AI and automation, helping you streamline processes, improve profitability, and scale effectively. I build customized automations aligned directly with your business goals, proactively recommend the best technology solutions, and provide ongoing strategic support to ensure your operations stay agile—all backed by my experience as an active CPA and trusted business consultant.
What's included
AI Automation Implementation
End-to-end setup of the automation system tailored to your stack: integration, configuration, testing, optimization and final hand-off.
Standard Operating Procedure Document
A clear, step-by-step SOP manual for every automated process—triggers, actions, edge-case handling and maintenance tips.
SOP Loom Video Tutorial
Screen-recorded walkthroughs showing the automation in action, end-to-end, so your team can visually onboard, replicate and troubleshoot with ease.
Unlimited Workflow Optimization & Updates
Unlimited monthly tweaks, refinements and new automation builds to match evolving processes and business needs—no extra fees for scope-approved modifications or entirely new workflows under your subscription.
30-Day Post Launch Maintenance & Support
Up to 30 days of minor tweaks and troubleshooting for the originally delivered workflows—applicable only if the engagement doesn’t continue in an ongoing retainer.
FAQs
I specialize in Make and n8n, and I’m also fluent in Zapier, Lindy, Lovable, Cursor and various AI modules. I’ll recommend the platform that best fits your stack, goals and budget.
No problem, one-off projects are welcome. Just reach out with your requirements and I’ll scope the work, then send over a fixed-price quote and timeline.
I’m a CPA with 7+ years of consulting experience - 6 of those in public accounting across 10–15 industries. I’ve built AI automations for accounting firms, law practices, home service companies and digital agencies, and I can apply the same proven approach to any other industry.
Shared dashboard:
I bring automation ideas from what I see and build in the space, and you bring real-world pain points and requests specific to what you're experiencing in your business.
Asynchronous updates:
Loom videos and email summaries for walkthroughs and progress checks.
Real-time support:
Slack (or your preferred chat) channel for quick questions.
Strategy meetings:
Bi-weekly calls to review progress, refine priorities and plan next steps.
Absolutely - I have standard language included in my contracts to ensure confidentiality. If you prefer a standalone agreement, I'm happy to review and sign it.
Preston's other services
$3,400 /mo