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Grow the firm without growing the back office.

Concero helps established firms put AI to work on the busywork that slows growth. Your people get hours back. Your firm takes on more work. Nobody has to become a tech company.

Book a 30-minute call See what changes

For accounting, law, engineering, insurance, construction, property management, distribution, and manufacturing firms with 50 to 500 people. Based in Northern Virginia, serving DC, Maryland, and clients nationwide.

Monday in mid-FebruaryThe firm administrator at a 120-person accounting firm

  • Inbox at 63 unread. Most are clients asking where their return stands.Status questions were answered overnight. Six need a person.
  • Two staff members retype numbers from scanned W-2s and K-1s.Documents are read, filed, and checked. Staff review only the exceptions.
  • Engagement letters for 40 new clients still haven't gone out.Letters are drafted from each client file. A partner signs off in an hour.
  • A referral calls. You tell them the firm is full until May.You say yes to the referral. Same team as last year.
Illustrative example Capacity: fullCapacity: room to grow

The work is there. The hours aren't.

If you run the day-to-day at a growing firm, some of this probably sounds familiar.

  • Your most expensive people spend Friday afternoons on paperwork.
  • Busy season means hiring temps again, and training them again.
  • You bought ChatGPT or Copilot licenses. A few people use them. Nothing really changed.
  • Good work gets turned down because the back office can't keep up.
  • Key know-how lives in two or three people's heads. When they're out, things stall.
  • Someone asked, "Are we allowed to paste client data into that?" Nobody had a clear answer.

AI is already in the building. Results usually aren't.

  • 91% of mid-market companies now use generative AI, and 70% of them say they need outside help to get full value from it.RSM Middle Market AI Survey, 2025
  • About 95% of generative AI pilots show little or no measurable impact on the bottom line. The ones that work tend to be led by line managers, built with an outside partner, and aimed at back-office work.MIT NANDA, The GenAI Divide: State of AI in Business, 2025

That second finding is the whole idea behind Concero: partner with the people who run operations, and start where the hours go.

What changes, industry by industry

Each story follows the person who runs the day-to-day. Pick the one closest to your firm.

These are illustrative scenarios built from patterns that are common in each industry. They are not client case studies. We're working with our first group of clients now, and their real results will replace these.

The firm administrator at a 120-person CPA firm

Before

Every January the firm hires six seasonal staff and spends three weeks training them. Most of their time goes to chasing missing documents and keying numbers from PDFs into tax software. By March, senior staff review work at 10 p.m. and the firm stops taking new clients.

What we build

  • A document intake assistant that requests, collects, reads, and files client documents
  • Automatic follow-ups for missing items, written in the firm's voice
  • Key figures pulled into review-ready worksheets, with anything unusual flagged for a person

After

Staff review exceptions instead of retyping. The firm gets through busy season with the team it already has, and keeps saying yes to new clients into March.

What we'd measure
Hours per return, seasonal hires, and new clients accepted after February 1

Where AI earns its keep

We start with growth, then cost, then time, then risk. The order matters. AI that saves a few minutes rarely sticks. AI that helps you win and serve more work does.

Win more work

Respond faster and say yes more often.

  • Proposal and RFP first drafts
  • Bid package and RFQ reading
  • Same-day quotes from price lists and past jobs
  • Lead intake and fast follow-up
  • Client-ready summaries and comparisons

Serve more clients without hiring

Handle more volume with the team you have.

  • Document collection and data extraction
  • Order and application entry
  • Client status updates
  • Owner, investor, and client reports
  • Onboarding packets and engagement letters

Give your people hours back

Less busywork, more of the job they were hired for.

  • Inbox and request triage
  • Meeting notes turned into action items
  • Daily and weekly reports
  • An internal assistant that knows your procedures
  • Research and document summaries

Lower the risk

Use AI with rules everyone understands.

  • An AI use policy your team can follow
  • An approved-tools list and data rules
  • Human review built into every workflow
  • Fewer manual entry errors
  • Alerts before deadlines and renewals slip

Start with one bottleneck

No six-month transformation plan. We find the bottleneck that costs you the most, fix it, prove it, and then decide together what comes next.

  1. Find it

    Weeks 1 to 3

    We talk with the people doing the work, map where the hours go, and pick the two or three changes worth making first.

  2. Build the first win

    Weeks 4 to 10

    We set up the workflow inside the tools you already use, with a person reviewing anything that leaves the building.

  3. Get the team using it

    At launch

    Hands-on training by role, built around real work, so the new way becomes the normal way.

  4. Keep it compounding

    Ongoing

    Monthly check-ins to measure results, tune what's working, and pick the next bottleneck.

We measure before we build.

Every project starts with a baseline you agree on, like hours per task, turnaround time, or volume handled. If we can't measure the change, we don't build it.

Clear scope. Clear price.

Fixed-scope work with a defined result. Most firms start with the assessment.

AI Readiness AssessmentStart here

Where the hours go, what to fix first, and what each fix is worth. You keep the plan either way.

2 to 4 weeks $5,000 to $7,500

AI Strategy and Roadmap

A 12-month plan with priorities, owners, costs, and expected returns that leadership can sign off on.

4 weeks From $8,000

Implementation

We build and launch the workflows inside your existing tools, then measure the change against the baseline.

4 to 12 weeks From $15,000

Governance and Security

An AI use policy, approved tools, and data rules so client information stays protected.

3 to 6 weeks From $7,500

Team Training

Hands-on workshops by role, built around your team's real work.

Per session From $3,000

Fractional AI Advisory

An outside AI lead who keeps improvements coming and keeps your firm current.

Monthly From $3,000/mo

First client group. We're taking on a small number of firms at founder pricing in exchange for permission to share the results as a case study. Ask about it on your first call.

Built for firms where technology isn't the business

  • We work with the people who run the place

    Firm administrators, COOs, and operations leaders feel the bottleneck every day. We build with them, so the result fits how your firm actually works.

  • Security comes first

    Concero's founder spent nearly 15 years in cybersecurity and B2B technology. Protecting client data is the first design decision, not an afterthought.

  • Every project ends with a number

    We agree on the baseline up front and report the change at the end. You'll know what moved and what it was worth.

  • No vendor kickbacks

    We don't take referral fees from software companies. We recommend what fits your tools, your team, and your budget.

  • Your people stay

    The goal is more capacity, not fewer jobs. AI handles the busywork so your team can do the work they were hired for.

  • Local when it helps

    Based in Loudoun County. In person across Northern Virginia, DC, and Maryland, and remote everywhere else.

Not sure where to start? Answer three questions.

You'll get a recommended first step, with time and price, in under a minute.

Question 1 of 3

Where is your firm with AI today?

Questions operators ask

We already pay for ChatGPT or Copilot. Why would we need you?

Licenses are the easy part. The value comes from building AI into specific workflows, like intake, quoting, or reporting, and getting people to actually use it. That's the part most firms haven't had time for, and it's what we do.

Is our client data safe?

Security is the first decision on every project. We set tools up so your data isn't used to train public models, limit who can see what, and keep a person reviewing anything that goes to a client. You also get a written AI use policy your team can follow.

We're not a tech company. Will my team actually use this?

That's exactly who we build for. We work inside the tools your team already uses, train people by role on their real work, and start with one workflow so the win is easy to see.

How fast will we see results?

The Readiness Assessment takes 2 to 4 weeks and ends with a plan and the numbers behind it. We scope first builds to go live within 4 to 10 weeks after that.

Who have you worked with?

We're a new firm, and we're upfront about it. We're working with a small first group of clients at founder pricing in exchange for permission to publish their results. You get senior attention and a lower rate. We get a case study we earned.

Will this replace our staff?

That's not the goal. The firms we work with want to grow without burning people out. AI takes the busywork so your team can handle more clients and better work.

What size firms do you work with?

Mostly established firms with 50 to 500 people in professional services, construction and real estate, and distribution, logistics, and manufacturing. If technology isn't your core business and busywork is slowing you down, we should talk.

Tell us where the hours go

A 30-minute call about your bottlenecks. You'll leave with two or three ideas you can use whether or not we work together.

  • No pitch deck
  • 30 minutes, by phone or video
  • Two or three ideas you can act on
  • A reply within one business day
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