AI Consulting · Accounting & Tax Firms

Put AI to work in your firm — without betting the practice on it.

DelamJoon helps accounting firms adopt AI the way a practitioner would: carefully, measurably, and inside the workflows you already run. Built and led by a practicing CPA who uses these systems on real engagements every week.

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What we do

Practical engagements with a deliverable at the end — not decks about "transformation."

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AI-Assisted Return Review

Design and deploy AI reviewers for prepared returns — checked against workpapers, prior years, and your firm's own judgment library — with benchmarking that proves whether the AI actually beats a generic model.

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Engagement Workflow Automation

Turn recurring firm work — WIP reviews, year-end financial packages, engagement tracking, document intake — into agentic workflows that run on schedule and file their own output.

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Practice & Inbox Automation

AI triage and routing for partner inboxes, engagement correspondence, and practice-management systems (Canopy, QuickBooks Online, Microsoft 365), so client work reaches the right process automatically.

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Firm AI Roadmap & Training

An honest assessment of where AI helps your firm now, where it doesn't yet, and a sequenced rollout plan — plus hands-on training so your staff use it well and safely.

How an engagement works

Small, verifiable steps. You see working output before you commit to more.

1

Diagnose

We map your workflows and pick the one or two where AI will pay for itself fastest — with a clear measure of success defined up front.

2

Pilot

We build a working pilot inside your real stack, on real (protected) files, and benchmark it against how the work gets done today.

3

Prove

Blind grading, side-by-side comparisons, and an integrity log. If the AI doesn't beat the baseline, we tell you — and why.

4

Roll out

Documentation, training, and handoff so the workflow keeps running after we leave — including review gates that keep a professional in the loop.

Why DelamJoon

Most AI consultants have never signed a return. We have.

Let's talk about your firm

Tell us what eats your team's hours. We'll tell you honestly whether AI can help.

Email kallen@delamjoon.com