AI Workflow Consulting for CPA and Advisory Firms

Your clients pay for your thinking.
Not your typing.

AMG helps CPA and advisory firms in the DC Metro area automate the repetitive writing, reporting, and communication that fills the day. More time on client work. Less time producing the same documents over and over.

Talk to AMG See use cases
40%
of professional services firms now use AI organization-wide
Up from 22% just one year ago. The advisory and accounting firms moving now are building workflows their peers will spend years trying to replicate.
57%
have no AI governance policy
Staff are already using AI tools with client financial data. Without a written policy, the firm has no visibility into what tools are being used or how client information is handled.
Source: 2026 AI in Professional Services Report, Thomson Reuters Institute  |  PEX Report 2025/26

Where CPA firms see results

The same reports. The same emails.
Every single month.

Client reporting narratives

Monthly and quarterly report narratives drafted from the numbers you already have. Consistent format, consistent tone, delivered faster. The accountant reviews and approves. They stop writing from scratch every cycle.

Engagement letters and onboarding

Engagement letters, information request checklists, and onboarding communications drafted automatically for each new client. The intake process becomes consistent and professional without taking staff time to create from scratch.

Client communication drafts

Responses to routine client questions, deadline reminders, document request follow-ups, and update emails drafted and ready to review. Staff spends time on the substantive work, not composing the same messages repeatedly.

Internal procedures and knowledge base

Firm procedures, staff reference guides, and onboarding documentation that is actually written down and findable. Stops institutional knowledge from sitting in one person's inbox and never getting passed on.

Meeting prep and follow-up

Pre-meeting summaries from prior notes and client records, and follow-up action items drafted immediately after the call. The advisor walks in prepared and follows up the same day without spending an hour writing.

Advisory deliverables

First drafts of business planning summaries, cash flow narratives, scenario analyses, and strategic recommendations built from the data you already have. The advisor refines and delivers. They stop producing everything from a blank page.

Is this right for your firm?

AMG works best with firms that look like this.

Good fit

3 to 20 staff in the DC Metro area

Advisory, bookkeeping, or client accounting services (not tax prep only)

Already on Microsoft 365

Client communication and reporting happens in Word and email

Staff spending time on repetitive writing and documentation

Not the right fit

Tax prep only shop where Drake, Lacerte, or UltraTax owns the entire workflow

Part of a large national firm or franchise

Already has dedicated IT or ops staff handling automation

Get started

Find out where
your firm stands.

AMG works with a small number of firms at a time. If you are a CPA or advisory firm with up to 20 staff in the DC Metro area, reach out and we will be in touch within one business day.