A mid-sized CPA firm with dozens of mid-to-senior professionals faced mounting pressure from manual, repetitive workflows, internal reporting, policy drafting, stakeholder communications, and meeting documentation consuming significant staff hours weekly.
Working 50–60 hour weeks, the team had no bandwidth to evaluate AI tools. Leadership sensed opportunity but lacked a structured, safe path to adoption given strict obligations around client data confidentiality and compliance.
Anna Tiomina ran a 30-person AI awareness session, facilitated a corporate ChatGPT rollout with data guardrails, and deployed Custom GPTs for internal policy drafting and repetitive weekly performance reporting, each built in under one week.
30 mid-to-senior CPA professionals went from zero AI usage to active, structured experimentation within a single month, without any custom software build or large capital outlay.
At least two production-ready Custom GPTs shipped, one for internal policies, one for weekly performance reporting, each built and iterated in less than one week.
Firm measured before/after task time per staff member, applied billing rate as a time-value proxy, and offset against advisory fee, concluding net positive ROI. Internal team formally designated the program a success.
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