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10
Nov
Which Accounting Processes Can Be Automated with GPT in 30 Days
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Which Accounting Processes Can Be Automated with GPT in 30 Days

Orange County accounting firms running $1M-$10M practices can automate three high-impact processes in 30 days using GPT-based systems—no custom engineering required. 1. Client Communication Triage & Response (8-12 hours/week recovered) Current state: Staff manually reads emails, categorizes requests, drafts responses, escalates complex issues. Automated flow: GPT agent monitors shared inbox Classifies:…
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10
Nov
What “Agentic AI Implementation” Means in Professional Services
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What “Agentic AI Implementation” Means in Professional Services

Agentic AI implementation deploys autonomous decision-making systems that execute multi-step workflows without human intervention—not just assistive tools that wait for prompts. In professional services, this means: Traditional automation: Routes intake forms to the right department. Agentic AI: Reads intake, checks conflicts, schedules consultations, sends engagement letters, updates CRM—then alerts you…
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11
Sep
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Evaluating AI Agent Development vs. Off-the-Shelf AI Workflow Tools for LA Startups

LA startups face a recurring decision: build custom AI agents (via AI agent development) or buy off-the-shelf AI workflow tools (Zapier, Make, Clay, etc.). The wrong choice wastes capital and 6 months. The framework: Build vs. Buy depends on four factors—specificity, scale, defensibility, and capital efficiency.
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