AI ADVISORY FOR SMALL BUSINESS
Sidecar Advisory helps small professional service firms improve the workflows that usually get stuck first: client follow-up, intake and scheduling, admin work, reporting, document handling, and internal team communication.
Founder-led implementation help for small teams that need practical workflow support.
45-minute working session built around your current workflows
Professional services focused and designed for small teams
Plain-English implementation guidance with clear next steps
Metro Detroit based and founder-led
WHAT WE DO
Every engagement starts with a Clarity Session so you can see where the workflow friction is, what to prioritize first, and what level of support makes sense.
A practical review of where workflow friction, admin drag, and manual follow-up are slowing the business down.
A first implementation built around the few workflows that matter most.
A broader operational build for firms that want systems, not one-off fixes.
Custom work for firms with unique systems, data, or client-facing processes.
Stay supported after launch so your workflows keep getting better.
Hands-on training for teams that need practical AI fluency, not theory.
NO-RISK START
Every engagement starts with a Clarity Session. We look at where time is being spent, where handoffs break down, and which tasks are still too manual for the way your business works today. The guarantee is based on a real review process, not a generic AI pitch.
How we calculate savings opportunities
Where manual work is eating up staff hours.
Where follow-up, intake, and recurring admin can be automated.
Where software is duplicated or underused.
What those inefficiencies cost over a year.
Identified savings means practical, observable opportunities based on your current workflows and tools.
OUR FOCUS
We go deep before we go wide. In our first year we focus exclusively on professional service firms — because that is where AI delivers the fastest, most visible results.
For independent agencies and small broker teams.
For small firms that need cleaner intake and case support.
For offices juggling lead response, listings, and agent support.
For firms buried in recurring requests, files, and reporting cycles.
NOT IN PROFESSIONAL SERVICES?
Sidecar Advisory focuses on professional services first, but the work is still about small-business operations. If your business runs on repeat admin, client communication, and process bottlenecks, reach out. If it is a fit, I will tell you.
Send us a note → hello@sidecaradvisory.comRESULTS
Representative examples based on common workflow improvements for firms like these.
Before: Renewal processing required multiple manual follow-ups and took about 4 hours.
After: Automated reminders and internal task routing reduced that process to about 40 minutes.
Operational impact: Faster follow-up, less admin bottleneck, and more time for client-facing work.
Before: Intake involved repeated emails, missing details, and calendar back-and-forth across the week.
After: A more structured intake and scheduling workflow reduced admin time to a shorter review step.
Operational impact: Less owner time spent chasing information and cleaner internal handoffs.
Before: Monthly reporting prep started from scratch and took most of a day to assemble.
After: Inputs, summaries, and recurring client communication were standardized into a repeatable process.
Operational impact: A long prep cycle became a shorter review-and-approval workflow.
These are representative examples based on the kinds of workflow improvements reviewed in Clarity Sessions. Named client case studies may be added here over time.
THE PROCESS
45 min · Free
We review your current workflows, spot where time is getting lost, and leave with a shortlist of the best opportunities.
Project-based · 30–90 days
We set up the right tools, connect the workflow, and train the team so it gets used in real day-to-day work.
Ongoing
We stay close after launch, monitor what is working, and keep improving the process as your business changes.
ABOUT SIDECAR ADVISORY
Before starting Sidecar Advisory, I spent nearly a decade helping companies get real value from the technology they were already paying for. That work was always about adoption, implementation, and making complicated tools usable in day-to-day operations.
Nearly 10 years in customer success and adoption work
Implementation and workflow focused
Based in Metro Detroit
Most small businesses do not have a technology problem. They have an implementation problem. Sidecar Advisory brings that mindset to Metro Detroit firms that want practical AI help tied to the way the business actually runs.
FOR PROFESSIONALS
If your clients ask about AI, workflow issues, or how to get more out of their tools, this is built for you. Sidecar Advisory works well alongside CPAs, bookkeepers, attorneys, brokers, agencies, and trusted advisors who serve small businesses.
01
$250 referral fee when a referred client engages
02
Clear scope with no awkward overlap in your client relationship
03
Practical implementation help you can confidently send clients to
READY TO TALK IT THROUGH?
Book a free 45-minute Clarity Session to see which workflows are worth improving first. If you are not sure yet, use the contact page and send a note.
BOOK YOUR SESSION
After you book, you will get a confirmation email and a short note on how to get the most out of the session.