A CPA-built AI work environment for your organization — not a chatbot, not a strategy report.
Most AI tools are built for everyone, which means they're built for no one in particular. Your organization has specific departments, recurring tasks, financial reporting requirements, and a way of communicating that's yours. A generic chatbot doesn't know any of that. It doesn't know your chart of accounts, your grant restrictions, your board reporting format, or the difference between how you talk to donors and how you talk to staff.
Shirey CPA builds customized AI work environments on Anthropic's Claude — designed around how your team actually operates.
Shirey CPA conducts a structured discovery process to understand your organization's departments, workflows, documents, and voice. Then the firm builds a complete AI work environment on the Claude platform that your staff can use from day one.
The environment is configured around your specific departments, your terminology, and the tasks your team handles every week. When a staff member asks the system for help with a board narrative, a grant report, or a variance analysis, it already understands the context.
From drafting financial commentary to processing routine transactions to preparing board materials — the environment is designed around the tasks that consume your team's time. Staff work with the AI, not against a blank prompt.
The system includes tested patterns that teach your team how to work with AI effectively — how to capture scattered thoughts into a structured brief, how to validate draft work, how to get genuinely useful feedback on a document before it goes to the board. These are skills your staff keeps, not just features of the software.
A tool nobody uses has zero value. Shirey CPA trains your internal champion (Tier 1) or your full staff (Tier 2) and provides the materials to keep learning.
You'll know what the ongoing platform cost looks like before you commit — no surprises.
Most AI consultants come from technology backgrounds. They can configure tools, but they don't understand your chart of accounts, your fund restrictions, your board reporting requirements, or why your month-end close keeps breaking.
I've spent my career inside the financial operations of small businesses and nonprofits — as a controller, as a finance director, as the person who actually does the work. That experience is what makes the difference when building an AI environment for your organization. The system I build reflects how financial operations actually run, not how a tech consultant imagines they should.
This is a standalone service. Your organization does not need to be a fractional accounting client to work with Shirey CPA on an AI build.
Tier 1
$4,500
One-time implementation fee
Shirey CPA conducts a structured discovery process, builds the complete AI environment around your organization, trains an internal champion to use and maintain it, and hands off a working system with a starter prompt library tailored to your most common tasks.
Best for organizations that already have some AI familiarity or a motivated person who can train colleagues after handoff.
Delivered remotely.
Tier 2
$8,000 + travel
One-time implementation fee
Everything in Tier 1, plus in-person staff training, structured follow-up sessions, and adoption support for the first 30 days after rollout.
Best for organizations that need more guidance getting staff comfortable with AI tools — where there's no obvious internal champion or leadership wants visible accountability for adoption.
Includes an in-person training visit. Travel costs billed separately at cost for clients outside the Colorado high country.
Shirey CPA's implementation fee is a one-time cost. Separately, your team will need a Claude subscription from Anthropic — that's the platform everything runs on. Both costs are presented here because you deserve to know the full picture before you commit.
The AI environment Shirey CPA builds is designed around real work — document processing, financial analysis, report drafting — which drives heavier platform usage than casual AI. Shirey CPA sizes the subscription during discovery so your team is on the right plan from day one.
| Organization Profile | Estimated Monthly Subscription |
|---|---|
| Small nonprofit (5 staff) | $224–$316/month |
| Mid-size nonprofit (10 staff) | ~$540/month |
| Small business (3 staff) | $150–$225/month |
Anthropic pricing as of April 2026, subject to change. Your organization pays Anthropic directly.
| Organization Profile | Implementation Fee | Year-One Subscription | Year-One Total |
|---|---|---|---|
| Small nonprofit (5 staff) — Tier 1 | $4,500 | $2,688–$3,792 | $7,188–$8,292 |
| Small nonprofit (5 staff) — Tier 2 | $8,000 + travel | $2,688–$3,792 | $10,688–$11,942 |
| Mid-size nonprofit (10 staff) — Tier 1 | $4,500 | ~$6,480 | ~$10,980 |
| Small business (3 staff) — Tier 1 | $4,500 | $1,800–$2,700 | $6,300–$7,200 |
For context: the monthly subscription for a 5-person nonprofit runs $224–$316. That's less than two hours of a professional consultant's time. If each staff member saves even two hours per week using the environment, the return is immediate.
After year one, the ongoing cost is the Anthropic subscription alone. Your organization controls that cost by right-sizing the plan to match actual usage.
Every organization is different. The discovery process starts with a conversation about your team, your workflows, and what's eating your staff's time.
Let's Talk