AI consulting for accounting & fiduciary firms

Your software tools already have AI built in. We turn it into results.

We help accounting and fiduciary firms identify the most profitable AI use cases, streamline their processes, and drive adoption of new practices across their teams — without replacing the tools they already use.

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Our approach

AI adapted to your firm, not the other way around

Your accounting, payroll, CRM, and practice management software already includes many AI features — but having them isn't enough to transform how your firm works. Our role: making them truly operational.

Diagnosing what you have

We analyze your processes and software stack to identify the features already available and any informal usage already underway.

Removing friction

We eliminate unnecessary tasks and connect the steps that remain fragmented across your software.

Controlled automation

Where it makes sense, we deploy additional automations, with human validation and measurable results.

From securing usage to improving processes, we support you all the way through to genuine adoption by your teams.

Our method

Between AI's promises and actual results, you need a method

Software vendors know their products. Your team knows your firm. We bridge the two — with a method, not a pile of tools.

Real use cases

Every project starts with analyzing the process and the time it takes — not with technology for its own sake.

Building skills

We train your staff and measure the gains achieved at every stage of the project.

An independent perspective

Expertise dedicated to accounting and fiduciary firms, combining technology, process, and governance.

The goal is simple: AI that's useful, under control, and genuinely used.

Our levers for action

Our three levers

Gain productivity

Identify the tasks that can genuinely be simplified and improve your processes without overhauling your entire information system.

Secure AI and drive adoption

Set clear rules, equip your staff with the right tools, and develop use cases tailored to each role.

Create new service offerings

Turn your expertise and your clients' needs into new advisory offerings that are structured, sellable, and repeatable.

Our services

Our offers

Click an offer to see the full content and timeline.

AI Firm Diagnostic

Identify the two most profitable AI use cases for your firm and get a 90-day action plan.
  • Questionnaires
  • Three to six interviews
  • Process mapping
  • Software stack audit
  • Informal usage analysis
  • Risks and governance
  • Cost estimate
  • Roadmap
  • Presentation to partners

AI Firm — 90 Days

Secure AI usage, train your teams, and improve two measurable processes within 90 days.

Core package

  • Diagnostic
  • Usage policy and register
  • Selection / configuration of Copilot, ChatGPT Business, or another solution
  • Role-based training
  • Use case library
  • Internal champions
  • Baseline measurement
  • Two pilot experiments
  • Adoption support
  • ROI review

Optional modules

  • Meeting preparation and follow-up
  • Internal research assistant with citations
  • Client communication and reports
  • Onboarding
  • Emails to tasks
  • Procedure documentation
  • Financial statement presentation prep
  • Pre-closing, only after a feasibility study

White-Label SME AI Engagement

Offer your clients a concrete AI engagement without having to build a specialized team.

Phase 1: SME diagnostic

  • Mapping of five processes
  • Opportunity scoring
  • ROI estimate
  • Recommendations
  • Roadmap
  • Presentation to the business owner

Phase 2: first automation (examples)

  • Inbound request to quote
  • Meeting to CRM and tasks
  • Client onboarding
  • Document extraction and summarization
  • Consolidated reporting
  • Email request processing

CSR Engagement with CartoImpact

Next Leap Consulting has partnered with CartoImpact to help accounting and fiduciary firms offer their clients structured CSR and VSME engagements. This offering relies on a dedicated methodology and toolset, with no need to hire or build in-house CSR expertise beforehand.

Discover CartoImpact
The team

The founder

Photo of Sandra Ntsonde, founder of Next Leap Consulting

After fifteen years of B2B marketing experience in the technology sector, Sandra chose to put her digital transformation expertise to work in driving the practical adoption of artificial intelligence. Experienced in supporting the rollout of new technologies and translating them into value-creating use cases, she specialized in AI to help organizations identify relevant opportunities, evolve their practices, and achieve measurable results.

She is also the founder of CartoImpact, a solution that enables accounting professionals to develop CSR advisory engagements for their clients. This background — at the crossroads of technology, marketing, and entrepreneurship — now shapes her work as a consultant and trainer: making AI accessible, useful, and directly applicable to the realities of accounting and fiduciary firms.

Certified expertise

Training & certifications

Take action

Let's assess your firm's potential together

Let's talk for 30 minutes to identify the most relevant AI use cases for your firm and map out the roadmap.