AI Automation Implementation - One-Time Project by Preston Cardwell

AI Automation Implementation - One-Time Project

Preston Cardwell

Contact for pricing

About this service

Summary

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.

Process

Charting your course: Discussion to identify pain points, areas of focus, and create a roadmap for our project.

Curating your tech toolkit: Identification and evaluation of the existing tech stack and any new tools needed to complete the project.

Building your systems: Develop and implement your custom automations, keeping you informed with regular progress updates, and prepare and hand off all final deliverables.

Project wrap-up: Final walkthrough of all automations and SOPs, collect your feedback, secure sign-off, and hand over every deliverable (docs, Loom videos, access).

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.

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.
30-Day Post Launch Maintenance & Support
Up to 30 days of minor tweaks and troubleshooting for the originally delivered workflows—excluding updates due to process changes or additional services.

Example projects