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. I also help accounting firms build a more proactive, higher-value practice.

I created this playbook because most firms know they should be using AI, but few have a clear implementation plan.

They test a few tools, write some prompts, and sit through another software demo. Three months later, the team is still buried in repetitive work and the partners are still the bottleneck.

AI adoption needs to happen in the right order:

1. Understand the work, risks, and opportunity.
2. Test one useful workflow with human oversight.
3. Systemise what works so the team can use it consistently.

This playbook will help you choose the right processes, select tools without chasing every release, involve your team, protect client information, maintain quality, and measure the capacity you create.

The goal is not to turn your firm into a technology company.

It is to reduce repetitive work and give your people more time for advice clients genuinely value.

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

• What to do before Day 1
• A week-by-week plan for all 90 days
• How to find and select the right first workflow
• How to choose tools without creating tool sprawl
• Team adoption and training