image.png

Hey, I'm Damon Millar. I'm an accountant, fractional CFO, and business advisor. I help business owners grow profits, reduce tax, and build lasting wealth, and I help accounting firms run a more proactive, higher-value practice.

I built this playbook after implementing this exact workflow inside my own firm. The problem is the same everywhere: good people spending most of their week on data entry, reconciliations, and first-pass prep, with no time left for the advisory conversations that actually retain clients and grow revenue.

This is the full build. The workflow, the prompts, the tools, the routing logic, the confidence thresholds, the review checklists, the costs, and the 30-day rollout. Everything you need to have this running in a month.

Want a second set of eyes on your firm? A 30-minute conversation will help identify where AI could create the most useful capacity. Book a call → https://calendly.com/damon-millar-switchaccountants/30min

What's Inside

  1. The Core Workflow — intake, processing, review, handoff, and why you automate in that order
  2. What AI Flags vs. Handles Alone — the exception-flagging prompt that runs on every transaction
  3. What to Automate First — the sequence that gets the fastest ROI without touching judgment calls too early
  4. The Data Gate — what client data can go near a model, and what you tell clients
  5. The Automation Build — every tool, how they connect, and the exact routing logic
  6. Keeping Accuracy High Without Adding QA Headcount — thresholds, the monthly error review, and why the review queue is the QA function
  7. The Pre-Delivery Review Checklist — the two-minute batch check before anything leaves the building
  8. What This Actually Costs to Run — tools, API usage, setup time, and the ROI maths on your own numbers
  9. The 30-Day Rollout — week by week, from process map to live
  10. What to Measure — the four numbers that tell you whether this is working
  11. The Nine Ways This Breaks — the failure modes, and what to do about each
  12. The Prompt Library — every prompt in this playbook, plus five more