We are dedicated to the success of your business
Our Story
About Me – From Old School to AI-Enabled
I’ve been a CPA for over 45 years. I built my practice the traditional way—hard work, referrals, and long hours. My clients trusted me because I delivered, year after year.
But over time, the profession like yours changed. Clients expected faster service. Staff were harder to find. I was spending more time chasing paperwork and emails than actually helping people.
I knew I had to evolve.
That’s when I discovered automation—and that changed everything. I used it to streamline onboarding, follow-ups, appointment scheduling, and client communication. Suddenly, my practice was running smoother than ever—with less stress and fewer headaches.
Now I help other business professionals do the same. No fluff. No tech talk. Just real systems that work—built by a CPA who understands exactly where you’re coming from.
Our Mission Goals
At Get Wealth With AI, LLC we are dedicated to empowering small businesses by harnessing the power of artificial intelligence to maximize their profits and unlock new growth opportunities. Our mission is to simplify AI adoption, making advanced technology accessible, practical, and results-driven for entrepreneurs and business owners.
We strive to help small businesses streamline operations, enhance customer experiences, and make data-driven decisions that lead to sustainable success. By offering innovative AI solutions, expert guidance, and continuous support, we enable our clients to stay competitive in an ever-evolving digital landscape.
At the core of our mission is a commitment to transparency, education, and measurable impact. We believe that AI should be a tool for empowerment, not complexity—helping small businesses thrive, scale, and achieve their full potential with confidence.
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