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AI Advisory · Finance Function Enablement

Your team. Retooled.

For fifteen years, accounting firms competed by knowing things. So they wrote everything down — the methodologies, the technical memos, the playbooks — and most of it ended up published somewhere public. The language models read all of it. The documented knowledge is now a commodity. What they don't have is a CPA who uses these tools every day, on real books, under real deadlines, with professional responsibility on the line. The landscape changes weekly — new tools, new capabilities, new risks. Staying current is its own job. We do that job so we can tell you what actually holds up inside a finance function, and what doesn't.

AI Readiness Assessment

One-time engagement · 2–3 weeks

A structured review of how your finance function works today and where AI removes real hours without creating real risk. Three phases: discovery, assessment, and a live readout with a 90-day plan your team can run without us.

Deliverables
  • AI Readiness Report (10–15 pages): current-state map, ranked opportunity list, and a tool recommendation per workflow
  • Risk & governance section: data-handling guidance and a usage policy your team can adopt
  • 90-day adoption roadmap with sequenced quick wins
  • 60-minute live readout

Not included: software implementation, integrations, custom builds, or ongoing coaching.

AI Advisory Retainer

Monthly engagement · month-to-month after 3-month initial term

Hands-on help turning the roadmap into habits. One standing monthly working session plus async support. Each month covers workflow design, prompt engineering coaching, tool adoption support, and a short hype-free briefing on what's actually changed in the landscape and whether it matters for your function.

Deliverables
  • One 60-minute working session per month
  • A shared prompt & workflow library that grows over the engagement — you keep it
  • Async support between sessions for in-the-moment questions
  • One-page monthly recap: what we built, what to practice, what's next

Not included: build/dev work, integrations, managed services, or accounting and tax work — those are separate Hunt + Co. engagements.

Our Approach

Why this is different.

Most AI advice for finance teams comes from technology consultants who've never closed a month, or accountants repeating what they read. Rocky Hunt is a CPA with nearly two decades across Big 4 and boutique consulting who runs his own firm's close, reporting, and tax work on the tools he advises on — and he's in the market every week, evaluating what's new, what's useful, and what's noise. Not a framework built in 2023 and left to age. Current, practiced judgment from someone with professional responsibility on the line.

Practitioner-led

Advice from a CPA who uses these tools in live client work, not a slide deck.

Always current

The tool landscape changes weekly; staying on top of it is part of the job.

CPA-reviewed

Every recommendation comes with professional judgment attached.

You keep everything

Prompts, workflows, and templates are yours at the end of the engagement.

Ready to figure out what's actually worth your time?

A 30-minute call. We'll look at where your team is and whether a Readiness Assessment makes sense.

Schedule an Exploratory Call →

rocky@huntandcoadvisors.com · Smyrna, GA