Full-Service Accounting Firm offering
AI Accounting Tools merged into your office systems
AI Tools in 121 categories for every workflow you need
Data Analytics on financial, customer, operational, and market metrics
AI Tech Stack Solutions
Rightsizing, Downsizing, Cutbacks, Restructuring, Reorganization, and Tariff Mitigation Strategies to counter US economy slowdown
Specialty Services
Financial Technology Accounting Research and Generative Artificial Intelligence Solutions Applications
The following service components propel our company as a vendor for AI research and development in a Chief AI Officer capacity whereby we employ AI accounting tools, other AI business tools in 121 categories, AI accounting business data analytics, and AI solutions.
Research
We research all things AI in software and hardware technology as well as business and social trends as you can see in our Accounting Analysis and AI Solutions blog.
We do continuous research 24/7/365 with smart automation.
That said, we stand on the shoulders of giants.
Here is a sample of research topics that are current and indispensable for PhD's, AI junkies, geeks, power users, aficionados, novices, and curious bystanders.
References
AI 2027: The Future to Artificial General Intelligence, Artificial Superintelligence, and Beyond
Deloitte Insights: Tech Trends 2025 77 page report
Keeper Security: Future of Defense - IT Leaders Brace for Unprecedented Cyber Threats
44 page report
MIT Technology Review Insights: A Playbook for Crafting AI Strategy
20 page report
Development
We develop methods and techniques that apply cutting-edge research for using AI accounting tools, other AI tools in 121 categories, and data analytics in the pursuit of discovering and implementing solutions that address pain points and challenges.
Human Progress - 400,000 BC to 2027: Neanderthals to GenAI, AGI, ASI, and Beyond
AI Accounting Business Data Analytics
We use best in class AI for all data analytics which depending on use cases is AI data analytics used by everybody industrywide that results in some hallucinations which generally provides 90 to 100 percent accuracy.
We follow up our GenAI data analytics results with an internal audit using Power BI, Tableau, or other sophisticated data modeling software to certify our results are 100 percent accurate.
Anybody who tells you their AI data analytics engines are 100% accurate is blowing smoke and choking your chain.
Power BI by Microsoft, Tableau by Salesforce, and other similar technologically advanced data modeling data analytics tools that deliver dynamic interactive data analysis that connects, shapes data relationships, and visualizes information which empower data-driven decisions with powerful analytics are 100 percent accurate.
However, GenAI is a great deal less expensive to run and exponentially faster.
We know how to do the balancing act between GenAI data analysis and using Power BI, Tableau, and other similar advanced data analysis software to give you the best actionable results.
Commercial Banking Advisory
We are unique from the majority of other accounting firms in that we do advanced data analytics, accounting, business analysis, commercial banking advisory, and a host of other cutting-edge GenAI related services in-house.
CPA firms and other accounting firms rarely have someone on staff who is an accountant with many years of professional commercial banking advisory experience.
Also, CPA firms and other accounting firms scarcely ever have staff members who are accountants that are trained and competent to use the most advanced data analytics software on the market. If they did, they would advertise it on their websites. Instead they come to vendors like us.
In most cases, CPA firms, other accounting firms, and banks do not have accountants with the breadth and depth of AI and GenAI research knowledge in addition to hands-on experience our accounting firm possess.
The Commercial Banking Advisory page lists a full directory of services in this category.
Accounting Data Analytics in all Areas of Accounting
The areas of accounting data analytics we focus on are finance, banking calculation issues, banking metrics, accounting management administration statistical benchmarks, managerial accounting, cost accounting, equity, debt, employee options, warrants to purchase private company stock, and how securities market trends affect your company's opportunities and threats in your industry and the US and World economy as a whole.
GenAI Solutions
We provide GenAI solutions that include, but are not limited to:
· Revenue · Productivity · Costs · Customer Service · Cybersecurity · Sales Funnels · Content Marketing · SEO · Communications
· Medical and Life Sciences · Education · Agriculture
· Green Technology
· Government Administrative Services · Forensics · All Things Accounting
Our research library repository of GenAI solutions across all major categories contain hundreds of safe, secure, fast, no code, easy to learn, and accurate models with a human in the loop (HITL) that can be used straight out of the virtual box with no - - or - - very little custom enhancements.
We can also help you build specialty custom GenAI solutions from the ground up starting from square one.
Major GenAI solutions categories are:
Generative pre-trained transformers (GPTs) with a robust and significant focus on GenAI architecture numbering 3 million GPTs at the beginning of 2024 and forecasted to number 4 million GPTs by 2025 in the US.
GenAI Apps that balance GenAI and software with microservices architecture.
Layered architecture software with user support from machine learning (ML), AI, and GenAI drivers.
Chief AI Officer (CAIO)
This is a role in organizations that is still being defined and can mean many different things to various companies.
Our CAIO role in broad terms focuses on AI application and execution for data governance, committee of sponsoring organizations (COSO) system for establishing internal controls that are integrated into business processes, key performance indicators (KPIs), responsibility AI, security, control objectives for information and related technologies (COBIT), future proofing AI systems, and other broad-based companywide department systems.
"If you are not using AI to
increase revenues,
increase productivity,
increase efficiency
reduce costs,
mitigate risks,
protect and expand profit margins,
you can be sure your competitors are"
Do a whole lot more with much less...
Free up staff to do value-added tasks that takes your company to the next level...
AI Accounting Business Data Analytics and AI Solutions for Your Business Growth
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Business leaders say GenAI is the technology that will impact their businesses the most from 2025 to 2028.
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The key benefit small and medium-sized businesses (SMBs) can gain from using GenAI is efficiency.
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19% of SMBs have never heard of ChatGPT.
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32% of SMBs have heard of ChatGPT, but don't know what it is.
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SMBs currently using GenAI do so to aid research (40%), create content (30%), and for customer support (26%).
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SMBs barely scratch the surface using GenAI to produce better results, faster project completion, exponentially greater bang for the buck, and drastic cost savings.
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SMBs can see to it returns on GenAI justify their investment by working backwards from a meaningful business or customer challenge, conducting a thorough ROI assessment, ensuring data readiness, and establishing clear data governance for responsible AI to make informed decisions.
GenAI CAGR to 2033
The total market for GenAI is expected to grow at a compound annual growth rate of 40-45% by 2033.
Master the basics that prep you for intermediate skills and graduate to specialize in advanced techniques for AI tools you use to get the best results.
2025 GenAI Execution Stage
A massive implementation wave of AI solutions by organizations across the US and the world is now in the process.
2024 GenAI Planning Stage
A majority of AI platforms were in beta that are available to everybody while DevOps works out the bugs prior to releasing reliable and stable AI platform final versions that began rolling out in late 2024 and continues into 2025.
2023-2024 Stage Zero
During stage zero of the AI revolution everyone was figuring out how to best use AI.
Best in Class AI Solutions Derived from Your Big Data Custom Made for Your Organization
We Take Pride in Our Numbers
1000s
Cumulative Research hours on AI Topics
500+
GenAI Solutions in our Proprietary Library Repository
150+
Blog Articles on Cutting-Edge AI Topics (work in process - WIP)
50+
Blog Categories on ML, AI, GenAI, and Robotics Covering a Wide Range of Industries (WIP)
600+
Professional Accounting Details We Can Address for Clients of Our Accounting Firm
We Design AI Agents, Advanced Chatbots, AI Assistants, and Small Language Models Safely Secured Behind Your Firewall That is Only Accessible to Your Company
We help you design autonomous AI Agents to free you from time consuming and repetitive tasks so you can focus on your most important high value added tasks and revenue producing activities. We design your many AI Agents in their AI Agent community so they talk to one another to accomplish mission critical tasks faster, better, and accurately.
We also design your advanced chatbots and AI Assistants to meet the needs of various departments to access your company databases in real time for immediate actionable results.
The cybersecure small language models we design for your private local in-house company IT management system are based on the best large language models that will support you to manage your many AI Agents, ChatBots, AI Assistants, big data, data lakes, and much more.
AI Agents
🚀 ChatGPT AI Agent Summer Blockbuster World Premiere Just Released on July 17!!! 🚀
🎬 Sam Altman, CEO of OpenAI, and His Team Unveil the Revolutionary ChatGPT AI Agent! 🎬
Advanced AI Agents Explained
Take a DEEP DIVE into AI Agents and explore advanced areas of:
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Simple Reflex Agents
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Model Based Reflex Agents
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Goal Based Agents
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Utility Based Agents
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Learning Agents
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Multi-Agents in an Ecosystem
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Hierarchical Agents
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✨ Next-Level Power: ChatGPT AI Agent combines ChatGPT’s deep research capabilities with exclusive advanced features found only in the PRO Operator plan! 🌐📊
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🌟 Sophisticated & Feature-Rich: Experience unmatched AI sophistication—effortlessly browse the web, interact seamlessly with websites, create spreadsheets, design stunning PowerPoints, and much more. All powered by real-time internet access! 🖥️📈
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⏳ Patience Pays Off BIG: For complex tasks, ChatGPT AI Agent may take 25-30 minutes—but delivers mind-blowing results! Tasks that typically take days or weeks can now be completed while you grab a coffee. ☕💡
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📱 Productivity on the Move: Use the ChatGPT AI Agent on your mobile device for streamlined workflows, even when you're out and about. Your productivity never has to pause! 🚗📲
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🎯 Dynamic Task Management: Change your mind mid-task? No problem! Interrupt anytime to add new ideas and guidance. The AI Agent adapts dynamically to your evolving needs. 🔄🤖
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💳 Effortless Transactions: At task completion, ChatGPT AI Agent can securely handle purchases, entering credit card information swiftly and safely, simplifying your workflow even further! 🛒🔒
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🛡️ Bulletproof Security: Built-in advanced cybersecurity protects you from hackers, scams, phishing attacks, and prompt injections from malicious websites—keeping your data safe and secure. 🔐🕶️
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👀 AI Guardian System: Multi-layered AI monitors actively oversee ChatGPT AI Agent’s activity, instantly stopping suspicious actions and ensuring secure operation at all times. 🚨🔍
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✅ SOC2 Protocol Compliance: Stay proactive and safe by always adhering to accounting SOC2 standards when sharing sensitive information. Protect your digital assets like a pro! 📂🔑
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⚠️ Stay Ahead of Emerging Threats: Cyber risks evolve fast—stay informed on new cybersecurity threats targeting AI Agents and continuously build robust defenses against potential attacks. 🛡️📡
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📅 Mark Your Calendars! ChatGPT AI Agent rolls out to Plus, Team, and Pro subscribers during the last 2 weeks of July and is scheduled to be completed by August 1st! Get ready to revolutionize how you work! 🗓️🚀
AI Agents Demo for Beginners
This INTRODUCTORY VIDEO is for those with little to no knowledge through intermediate understanding of:
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AI Agents
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Personalized Virtual Assistants
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Enhanced Customer Service
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Smart Healthcare Companions
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Advanced Educational Tools
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Financial Investment Advisors
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Travel Logistics Planners
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Autonomous Agents for Law Enforcement Safety and Security
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First Responders Critical Decisions Agents
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Creative Design Assistants