AI Operations Assessment
A fixed-price review of how work gets done in your business, ending with the few tools most likely to save staff time and a plan to put them in place.
Sister practice
AI Workforce Plus: technology and AI for the back office.
Clean books show where the money goes. They also show where the time goes. Agility measures that cost. AI Workforce Plus, the technology practice Robert O’Connor runs alongside Agility, helps you do something about it.
Two practices, one rule
Start with the numbers, recommend tools only where the numbers support them, and make sure your team actually uses them.
Agility Accountants & Advisors
- Answers
- Where does the money go?
- How
- Books, monthly statements, benchmarking and analysis.
AI Workforce Plus
- Answers
- Where does the time go, and what can take it back?
- How
- A review of how work gets done, then the few tools most likely to save staff time.
Why an accounting firm has a technology practice
Much of the cost in a small business is time: hours spent re-keying invoices, chasing receipts, answering the same customer questions and building reports by hand.
Agility shows you that cost in your numbers. AI Workforce Plus looks at the work behind it and helps you decide what is worth changing.
What AI Workforce Plus does
Consulting and roadmaps
Opportunities scored by return, then a 90-day implementation plan with milestones and owners. Strategy before software.
Training and adoption
Practical training and coaching so your team uses the tools, with clear rules for how business data is handled.
Phone, chat and workflow automation
Assistants that answer calls and web chat, book appointments and handle routine scheduling, email and document steps.
How the two practices work together
From the numbers to the work
If your monthly numbers show labor or admin cost running above what similar businesses spend, we may suggest an AI Operations Assessment as a next step. If an assessment leads to changes that affect your books, such as new billing or expense tools, Agility makes sure the accounting keeps up.
Your records stay with Agility
Nothing from your books is shared with AI Workforce Plus unless you ask us to, in writing.
Want to see where your time goes?
Visit AI Workforce Plus, or book a call with Agility to start with your numbers.
AI Workforce Plus is a separate practice run by Robert O’Connor. Its services are described on its own website.