Sales
How referrals and inquiries are followed up, and how proposals and engagement letters go out.
For accounting, bookkeeping and tax firms
Get your evenings back before tax season.
AI360 helps small accounting, bookkeeping and tax firms cut the manual work that eats the week: chasing documents, re-entering data and answering the same client questions.
Sound familiar?
Clients send documents late, and your team chases them one email at a time.
The same figures get typed into two or three systems.
Partners do admin at night because the day goes to client questions.
Where we look
Four places an accounting firm loses time and money.
We rate each area for efficiency and effectiveness, then start where the gap is widest.
Operations
Document collection, data entry and review steps. This is usually where the hours are.
Service
Client questions, status updates and reminders through the year, not only at filing time.
Back office
Invoicing, collections and scheduling for your own firm.
Human-Led AI
Where AI fits in an accounting firm, and where it does not.
People plus AI beats AI alone. We recommend AI only where it earns its place, and a trusted advisor stays within reach the whole way.
Good work for AI and automation
- Document requests and reminders to clients
- First drafts of routine client replies, reviewed by staff
- Sorting and summarizing incoming documents
Stays with your people
- Tax and accounting judgment
- Client advice and final sign-off
- Confidential client data in tools without proper safeguards
How it works
The 360 Method: from your goal to measurable results.
01
Define the goal
We start with what you want: earn more, spend less, free up time or reduce risk.
02
Evaluate the business
We rate sales, operations and service, plus the back office behind them, for efficiency and effectiveness.
03
Choose the technology
We match the right tools to your weak points and tell you plainly whether AI is the answer.
04
Design and implement
We build the solution and put it to work with your team.
05
Measure and improve
A dashboard tracks your results, and we adjust as the data comes in.
Start small
The 360 Evaluation for accounting firms.
One fixed price, no open-ended contract. We define your goal, rate your four areas and recommend the right technology. If you go ahead with implementation, the fee is credited toward it.
Our guarantee: if the evaluation does not identify at least one opportunity worth more than its fee, you do not pay for it.
$2,500Fixed fee. $1,500 for our five founding clients, in exchange for honest feedback and a case study you approve.
Your advisor
Isaac Salvant Jr., founder of AI360
Isaac brings more than 18 years in IT, business development and digital marketing, and has founded and led companies of his own. He completed the Chief Marketing Officer Program and Leading Digital Transformation at Columbia Business School Executive Education, and AI Strategies for Business Transformation at Kellogg Executive Education. He leads every engagement personally.
Find the ten hours a week your firm is losing.
Book a free 30-minute growth audit. You will leave with a clear view of your biggest opportunity, whether or not we work together.
info@ai360.team ยท (631) 743-6360