Talk to someone who actually does this work
Charlie and Michael are accountants who use AI in real firms every day. Here’s how to work with them: start with a free call, step up to focused office hours, then go deeper with consulting or a longer project when the timing is right.
Step one, free
A thirty-minute discovery call
See if it’s a fit. No cost and no pitch: bring what you’re working on and get a straight read on where AI helps.
Charlie Barmore
CPA, CFE, CVA
Book Charlie if you want AI doing the actual work of your firm.
- Real firm workflows: tax prep, accounting, client deliverables
- Proposal generation and pricing your services
- Getting from “I saw someone do a cool thing” to it running in your firm
Michael Cutajar
CPA
Book Michael if you’re already using AI and it’s not working as well as it should.
- Claude setup that actually persists: projects, folders, context
- MCPs, plugins, agents: what they’re for and when they’re overkill
- Cutting token spend without cutting what you’re doing
Step two
Office hours
Focused, paid sessions for once you know what you want to build. Pick the one that fits the work in front of you.
1:1 Strategy
Bring a workflow you want to AI-enable and leave with a concrete, compliant plan.
Build Review
Walk through a prompt, skill, or tool you’ve built and get it production-ready.
Group Office Hour
Drop-in small-group help. Ask anything, see what others are shipping.
Step three
Go deeper
When a single session isn’t enough: one-time consulting on a specific problem, or a longer project arranged directly with Charlie or Michael. Bring it up on your first call and they’ll scope it with you.
Want to learn in a group setting?
The Labs are hands-on, member-led workshops. Build something specific with a group, pick up a new skill, or learn how to use AI alongside other accountants.
See what’s running in the Labs