Free on YouTube · Select client work

Figure Out Where
AI Actually Fits

I'm Dylan Bice, a CPA who helps small business owners and finance teams put it to work where it actually pays off, and I teach what I learn along the way.

Watch the build Get the free kit

Set Up Claude for Your Small Business (in under 20 min)

Watch

Part 1 of the series

Set Up Claude for Your Small Business (in under 20 min)

I install Claude, explain why it beats a chat window, and set it up to actually know your business. No theory, follow along start to finish.

2Soon

Tools

Wiring Claude into your books, inbox, and calendar, with guardrails so it can't go rogue.

3Soon

Skills

Pre-built skills customized to your business, plus building the one you're missing.

4Soon

Hands-off

The work that happens before you sit down: briefs, schedules, and dispatch.

5Soon

Cost control

What this actually costs to run, and the levers that keep usage in check.

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Free starter kit for Claude Cowork

The SMB Context Kit

Out of the box, Claude is brilliant and completely ignorant about you: your clients, how you talk, what “overdue” means. This kit is a small set of plain text files that provides the structure; your judgment and expertise are what make it valuable.

~15 min to first versionNo codePlain files, yours to keep

No spam. The kit, and the occasional note when I ship something new.

What's inside10 files

CLAUDE.md
The loader. Read first, every session.
about-the-owner.md
Your priorities, goals, and what to flag.
business-context.md
How the business runs: clients, money flow, rhythm.
business-rules.md
Your collections, pricing & pipeline judgment. The moat.
writing-rules.md
Your voice, so drafts sound like you.

Ways to work together

Learn it free. Or hand it off.

Most of what I make is free and stays that way. When you want help on your specific business, there are two ways in, and both start with a simple note.

12:04

Learn alongside me

Free, always open

I'm figuring this out in real time and sharing it as I go - real builds for real business problems. Take what's useful and put it to work in your own business.

Follow along

Go deeper, 1:1

Limited spots

A working session on your actual stack: your books, your workflows, your tools. I keep a handful of these open at a time.

Ask about a session

Build it with me

A few projects at a time

For the workflows worth handing off entirely, I'll design and build the automation around how your business actually runs, then hand it over documented. I take these on selectively.

Tell me what you're stuck on

I've got about $5,700 in invoices 30+ days past due. Chasing them is the worst part of my week.