Accounting and bookkeeping firms
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Coaches and program owners
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Consulting firms
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Marketing and creative agencies
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The six tools
AI first-tasks audit
Which three tasks should you hand to AI first?
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AI policy and security-plan addendum
A written AI policy your team can follow, in ten minutes.
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Scope creep calculator
How much work are you giving away each year?
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Client profitability scorecard
What is your real hourly rate on each client?
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Price-increase letter
A fee letter that offers three options.
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Service package builder
Your services as three priced packages.
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Built by Ryan Martin
BS Accounting, MBA. 15 years in accounting and finance. I build small tools that answer one question about a client business, using the owner's own numbers.