Lakewise AI Playbook for Accounting and Professional Offices
Spend less of tax season and month-end chasing documents and answering the same emails, with fewer mistakes, using a written AI Playbook made for your office.
Tell us about your business with a short set of questions. Within 5 business days from when your answers are complete, you get a plain-language Playbook by email showing which document, email and month-end admin tasks can take less of your office's time, how to keep mistakes out of client messages, and how AI tools fit in, with exactly how to start.
Get my PlaybookWho it is for
- Owner-run accounting, bookkeeping, consulting and small law offices across Canada with 1 to 20 people
- Offices where the owner still handles much of the client communication
- Owners who want clear written steps and strict privacy limits
Problems it solves
- Chasing missing documents every month. Get reminder templates and prompts that draft polite follow-ups in seconds.
- The same client questions all season. Build an answer bank on deadlines, fees and what to send, then draft replies from it.
- Engagement letters and procedures are scattered. Use AI to tidy your own notes into clear checklists staff can follow.
- Onboarding new staff takes too long. Turn how you do things into short written steps.
- Client confidentiality. Plain rules on what never goes into an AI tool.
What's inside
- A short summary of where AI can help your office, and where it can't
- Step-by-step instructions for each suggestion
- Copy-and-paste prompts for reminders, client replies and checklists
- Tool suggestions, with free options where they exist
- Privacy notes for financial and confidential client information
- A simple order to try things in
Sample excerpt
Example only. Fictional business: "Birch Lane Bookkeeping," a 6-person firm.
1. Monthly client reminder emails
You said you spend about an hour each month chasing clients for missing receipts. Write a short template with your tone and the usual list of items. Ask a free AI chat tool: "Make three versions of this reminder: first notice, gentle second notice, and final notice before the deadline. Under 100 words each." Review and edit before sending. Add client names yourself in your email program.
2. Replies to common client emails
Keep a short document of your usual answers: filing deadlines, fees, what you need from clients and how to send it securely. Use it as the starting point when asking AI to draft a reply. Never paste client names, account numbers, SINs or financial details into the tool.
3. A new staff checklist
Record yourself explaining month-end close for 10 minutes, then type up your rough notes. Ask AI to turn them into a numbered checklist. Check every step before sharing it.
4. What to skip for now
Automated bookkeeping integrations are more than you need at this size. Revisit in six months.
Pricing
All prices in Canadian dollars, plus applicable tax. Business customers only. Payment is taken first, by secure link sent by email.
Quick Start
$149 one time
For teams of 1 to 5
Take two everyday tasks, like document requests or repeat client emails, off your plate first, then decide if AI is worth more of your time.
- 2 written AI workflows for your everyday tasks
- Delivered by email within 5 business days
- Full $149 credit toward The Playbook within 30 days
What you get back: two document or client email tasks that take less of your time, with clear steps to follow before month-end.
Get my Quick StartSee what's included
2 written AI workflows for teams of 1 to 5, by email within 5 business days from when your answers are complete. The full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start.
The Playbook
$399 one time
Founding price $299 for the first 10 clients
For 1 to 10 people
Spend less time chasing documents and answering client email, make fewer mistakes at month-end and tax season, and give your staff clear rules for using AI safely with client files.
- Your Playbook
- Staff rollout email and week 1 practice session agenda
- AI Use Policy
- 3 months of Help Desk
- Bonuses: prompt library and day-30 check-in
What you get back: less time on routine client email and month-end admin, and a team that knows what client information is safe to put into AI.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my PlaybookSee what's included
For 1 to 10 people: your Playbook, a ready-to-send staff rollout email, a week 1 practice session agenda, an AI Use Policy and 3 months of Help Desk, plus two bonuses: a prompt library and a written day-30 check-in. Delivered by email within 5 business days from when your answers are complete.
Team Playbook
$799 one time
For 11 to 20 people, or owners who want a deeper Playbook
Get every role in your office spending less time on document chasing, client email and month-end admin, with the same safe AI rules for the whole team.
- A Playbook covering several roles, or a deeper Playbook
- AI Use Policy
- Staff rollout email and week 1 practice session agenda
- Both bonuses and 3 months of Help Desk
- Delivered by email within 10 business days
What you get back: less admin time across several roles, fewer mistakes in client communication, and one set of AI rules everyone follows.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my Team PlaybookSee what's included
For 11 to 20 people, or owners who want a deeper Playbook: a Playbook covering several roles or a deeper Playbook, an AI Use Policy, the staff rollout email, the week 1 practice session agenda, both bonuses, and 3 months of Help Desk. Delivered by email within 10 business days from when your answers are complete.
Bigger needs? From $1,200, by quote. Email info@lakewiseai.com.
Spots are limited each week.
The Worth-It Guarantee
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed. It covers The Playbook and Team Playbook. The 30 days start on the date we email you your Playbook. Quick Start is not covered, but its full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start. To ask for a refund, email info@lakewiseai.com.
FAQ
Will AI do our bookkeeping or tax work?** No. The Playbook focuses on writing and admin around the work, not the professional judgment itself.
What about client confidentiality? Every Playbook has privacy notes. We never ask for passwords. Client data may be stored in the US or Europe with trusted providers. Please don't send your clients' files.
We are a small law office. Does it fit?** Yes. Note your professional obligations in your answers and the Playbook works within them. Assumption: law society AI guidance was not reviewed; check your own.
Can it help us write down how the office runs? The Playbook gives you a start. For a full written record of your know-how, ask about Bigger needs, from $1,200, by quote.
Is it all by email?** Every package is written and by email. No calls, ever.
Order your Playbook
Email info@lakewiseai.com with your name, business name and team size. We reply with a secure payment link and a short set of questions, and your Playbook arrives within 5 business days from when your answers are complete (10 for Team Playbook). Spots are limited each week.
Get my Playbook