Summary

FAQs

• What automation tools do you use?

  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.

• What if I want ongoing support for AI and automation systems?

  No problem, I offer a monthly retainer for continuous AI and automation consulting. This is high-value because I can get a deeper understanding of your business and proactively refine and build systems as your needs evolve. Just let me know when you're ready, and we'll get you set up.

• Do you have experience in any particular industry?

  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.

• How do we stay updated on the project?

  I provide ongoing progress updates—you’ll have a dedicated Slack channel (or your preferred chat app) for real-time questions and quick feedback. For asynchronous updates, I share Loom videos and email summaries for project milestone updates or asks.

• Do you sign an NDA or confidentiality agreement?

  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.