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Put AI whereit actually helps.

We find the repetitive work, clean up your data, pick and set up the tools, and train your team. Our own firm uses AI every day, too.

Talk to our teamCall usSee the four steps
  • No QuickBooks or ADP fees
  • Quoted after a first look

Four steps,in this order.

Workflows first, then the data, then the tools, then your team.

  1. Step 1: Diagnose

    We find the work worth automating.

    • Back office
    • Bookkeeping inputs
    • Reporting
    • Scheduling
    • Customer follow-up

  2. Step 2: Organize the data

    AI only helps when the data under it is clean.

    • Vendors and accounts
    • Customer list
    • File rules

  3. Step 3: Choose and roll out

    We compare tools, pick what fits, set it up and build your reporting.

    • Tool shortlist
    • Setup
    • Reporting

  4. Step 4: Train and run

    We write the rules for what data goes into AI tools, and train your staff.

    • AI use rules
    • Privacy and confidentiality
    • Staff training

What goes into AI,and what never does.

We write the rules for customer and employee data and train your team on them.

AI use rules · sample restaurant

One page, shared with your staff

TrainingExample

OK to use

  • Menu and price list
  • Public website copy
  • Sales totals, no names

Never goes in

  • Customer names and contacts
  • SSNs and account numbers
  • Staff pay and health details

Staff training4 of 6

Example only. Every business gets its own rules.No separate QuickBooks or ADP bill.

AI consultingquestions

Does a small business even need AI?
Not always. If the diagnosis shows little worth automating, we’ll say so. Smaller businesses usually do best starting with one or two things that repeat every day, like booking confirmations or collecting receipts.
What does it cost?
After the call, we take a first look at your workflows and data, then send a written scope and quote. It depends on how many workflows, tools and people are involved, so there’s no set price.
How much time or money will we save?
We don’t promise a number. Results differ with every business and team. What you get instead is a clear plan: what changes, what stays with people, and who owns each piece.
Can customer or employee data go into AI tools?
That’s why we write the rules first: one page on what can go in and what gets left out or masked, shared with your staff and practiced in training. When we choose tools, we check where each one keeps your data.
Do we have to use Florink?
No. Florink is the partner software we use for books, payroll, documents and reports. For AI implementation, we compare the tools that fit your work and budget, and set up the ones you choose.

Start withone conversation.

Tell us how the work runs today. We’ll tell you where to start. Nothing to prepare.

Talk to our team

No commitment. Nothing to prepare.

972-242-2100
  • Since 2005
  • 5,000+ businesses served
  • Lewisville, TX office
  • All 50 states + D.C.