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 Seven Roles — the AI "team" and the one job each member does
2. How the Work Actually Flows — the loop that ties the seven roles together
3. The Routing Logic — what goes to AI, what stays human, and why
4. Confidence Thresholds — when to trust the output and when to flag it
5. The Prompts — copy-paste starting points for each role
6. The Tools — what to buy, what it does, and roughly what it costs
7. The Review Checklists — catching the confident-but-wrong before it leaves the building
8. The Costs — what this actually runs per month
9. The 30-Day Rollout — week by week, from first pilot to live

1. The Seven Roles

The mistake most firms make is looking for one AI that does everything. You don't want that. You want a team where each member has one narrow job and a human reviews the output before it counts.

Here's the team and the single job each one owns.