Most AI consultants have never closed a set of books. We run our own firm on AI every day — and as CPAs, we know exactly where your time and money go. We find the automation that pays off, build it, and prove the ROI before you spend a dollar on it.
Flat retainers from $595/mo. Your bookkeeper keeps the books — we deliver the intelligence and automation layer on top.
Five things every owner wants from their finance function, delivered as one connected monthly system — reviewed by a CPA before anything reaches you.
AI-assisted transaction review and categorization QA keeps your books accurate and your close on schedule.
Close flags and a checklist that surface what's missing — so month-end wraps in days, not weeks.
A plain-English narrative report each month: what happened, why, and the questions a CFO would ask.
A rolling forecast updated twice monthly with alerts — you plan the crunch instead of getting surprised by it.
An AR collections agent drafts polite, escalating follow-ups from your aging report. You approve, it sends.
A free intro call. You tell us how your business runs; we tell you honestly whether AI can help — and where. No pitch, no obligation.
Book it now →A focused working session on your operations, then a written roadmap: what to automate, what it saves, and what it costs — with ROI estimates for each.
Fully credited against setup if you joinWe run your finance cycle every month. One-time setup $749 (the $499 review counts toward it); 3-month minimum, then month-to-month.
A part-time bookkeeper costs $2,000+/mo and a controller $8,000+. Every plan below costs less than either — and thinks harder than both.
Clean books, an on-time close, and numbers that guide your decisions.
Everything in Core, plus you see cash problems coming and get paid faster.
A senior finance partner in your corner, every month.
One-time setup $749 — QuickBooks connection, historical review & cleanup pass, baseline report. The $499 review is credited in full.
Bookkeeping, payroll, and tax prep aren't included — tax is handled by our CPA practice. In real estate? Books and investor reporting live with Waterline →
Upload a messy bank CSV and watch it categorize every transaction against a real chart of accounts in seconds — with confidence ratings and QuickBooks-ready export. This is the kind of tooling that powers your retainer.
Your demo pass is on its way — it usually lands within a minute. (First time? Peek at spam.) It's valid through the end of today.
If it can't, we'll tell you that too — and you'll have lost nothing. If it can, you'll know exactly what it saves before you spend a dollar.
Book a free intro callPrefer email? info@hktconsultingservices.com or the contact form.