Projects | Preston Cardwell

01

Discovery & Roadmapping

Top 500 accounting firms

AI & Automation Consulting

Embedded AI and automation consultant helping top 500 accounting firms ($5M-$20M revenue) adopt AI-ready infrastructure through audits, software implementation, RFP support, and training.

KEY OUTCOMES

20-40% reduction in manual processes for targeted areas
18-24 month implementation roadmaps
Best practices shared across client portfolio

Accounting Firm

02

AI Agents

Internal

Claude code for agentic workflows

Configured Claude Code and AI IDEs (Cursor, Antigravity) for agentic workflows that read project files, answer questions, and generate deliverables without manual context re-entry.

KEY OUTCOMES

Eliminated repetitive context-setting with AI
Enabled instant Q&A across meeting transcripts and documents
Created apps and dashboards using AI-assisted coding

Internal / Personal

03

AI Agents

Marketing agency for accounting firms

Marketing agents connected to Custom GPTs

Built three specialized n8n AI agents (Social, Blog, Email/Newsletter) called by Custom GPTs, connected to SharePoint for brand guidelines and copywriting rules.

KEY OUTCOMES

Saves several hours per week on content creation
Centralized brand guidelines management
Scalable, specialized agents for different content types

Marketing Agency

04

Discovery & Roadmapping

Accounting firm (~$10M revenue)

Client Onboarding

Discovery project mapping an accounting firm's client onboarding workflow and building an automation roadmap—from intake through setup across STAR, XCM, CCH, and Sage Intacct.

KEY OUTCOMES

Documented current state and identified bottlenecks
Assessed API capabilities and limitations
Delivered automation roadmap with implementation plan

Accounting Firm

05

AI Agents

R&D Tax Credits Consulting Firm

AI R&D project narratives

Built an AI-powered system that generates R&D tax credit project narratives from meeting transcripts and client documentation, reducing memo creation time from 3+ hours to 15 minutes.

KEY OUTCOMES

Reduced narrative creation from 3+ hours to under 15 minutes
Enabled firm to scale R&D project capacity
Ensured IRS compliance and consistency

Consulting Firm

06

Automation

Advisory Firm

S Corp reasonable comp reports

Built the backend automation for an advisory firm's S Corp reasonable compensation reports—from form intake through AI-powered rate research to formatted draft reports in Google Docs.

KEY OUTCOMES

Reports prepared within minutes of form submission
Runs core backend operations for the business
Significantly improved margins

Consulting Firm

07

Automation

Internal

Newsletter workflow automations

Built an end-to-end newsletter system with content scraping, Slack-based research logging, AI-powered story selection, and automated draft preparation—all with human-in-the-loop checkpoints.

KEY OUTCOMES

Saves 20+ hours per week on research and writing
Systematically identifies relevant news stories
Maintains human control over editorial decisions

Internal / Personal

08

Software Implementation

~$1M accounting firm

Custom CRM and automations

Implemented ClickUp as a practice management system with a custom CRM, integrated with back-end automations for lead tracking, AI-powered proposal generation, and automated client onboarding.

KEY OUTCOMES

Saved thousands in software implementation costs
Eliminated separate CRM subscription fees
Built-in automations not native to other tools

Accounting Firm

09

Automation

PwC

Fixed asset reporting and categorization automations

Built an Alteryx system that automated ingestion and categorization of hundreds of thousands of fixed asset records using logic-based rules for tax lives and depreciation methods.

KEY OUTCOMES

Saved 150+ hours and $50,000 annually
Still in use 6+ years later
Auto-populated tax-basis balance sheets

Accounting Firm

10

Automation

~$1M accounting firm

Client Onboarding System

End-to-end client onboarding system triggered by signed proposals—automatically storing documents, creating information requests, setting up project folders, assigning team members, and sending kickoff emails.

KEY OUTCOMES

Saved 5+ hours per project
Improved client experience
Automated team assignments based on availability

Accounting Firm

11

Automation

Internal

Asset-Based Cold Email System

Designed a system for personalized outbound campaigns—processing and qualifying leads via web scraping, generating tailored assets like custom blog articles, creating personalized icebreakers, and managing Instantly campaigns.

KEY OUTCOMES

Generated ~5 new prospect interactions weekly
Automated lead qualification and enrichment
Custom content generation at scale

Internal / Personal

12

Automation

<$1M accounting firm

Sales Funnel Automations

Created a sales funnel linked to Lindy AI automations—capturing leads via HubSpot, qualifying with pre-call questions, enriching with AI research, and delivering meeting prep 30 minutes before calls.

KEY OUTCOMES

Increased conversion rates
Filtered out unqualified leads
Saved hours weekly on research and meeting prep

Accounting Firm

13

Automation

Fortune 100 company

Reporting automation for accounting method changes

Developed an Alteryx system to process millions of records and calculate Section 481(a) adjustments for accounting method changes—a task impossible with Excel due to volume.

KEY OUTCOMES

Helped client claim $100M+ in tax deductions
Processed entire project automatically
Enabled Form 3115 filings at scale

Accounting Firm

14

AI Agents

<$1M accounting firm

AI email inbox agent

Built a Make automation that categorizes incoming emails into Outlook folders, triggering supporting workflows—storing client documents, flagging urgent requests, forwarding to team members, and identifying new leads.

KEY OUTCOMES

Saves several hours weekly
Surfaces urgent emails immediately
Supports additional downstream automations

Accounting Firm

15

Automation

Review management agency

Digital services billing automation

Built a Google Sheets dashboard with Zapier automations for billing, project tracking, and affiliate management—triggered by JotForm agreements and automatically updating payment statuses.

KEY OUTCOMES

Reduced manual billing tasks by 80%
Improved payment tracking accuracy
Scalable system for more clients

Digital Services

16

AI Training

$5M+ financial services firm

Lindy AI training workshops

Live workshop sessions with executive team on Lindy AI—including live builds, brainstorming automation applications, and discovery of existing processes where Lindy could add value.

KEY OUTCOMES

Identified workflow automation opportunities
Mini-discovery of existing processes
Hands-on training for team adoption

Financial Services

17

AI Agents

Multiple

AI proposal generation systems

Built a Make automation that uses meeting transcripts to create draft proposals from templates—extracting scope, timing, deliverables, and pricing via AI and populating PandaDoc or Google Slides.

KEY OUTCOMES

Proposals prepared within minutes of calls
1-3 day faster turnaround
Increased conversion rates

Accounting Firm

WHAT PEOPLE HAVE PAID ME FOR.

AI & Automation Consulting

Claude code for agentic workflows

Marketing agents connected to Custom GPTs

Client Onboarding

AI R&D project narratives

S Corp reasonable comp reports

Newsletter workflow automations

Custom CRM and automations

Fixed asset reporting and categorization automations

Client Onboarding System

Asset-Based Cold Email System

Sales Funnel Automations

Reporting automation for accounting method changes

AI email inbox agent

Digital services billing automation

Lindy AI training workshops

AI proposal generation systems

WANT TO BE THE
NEXT PROJECT?

WHAT PEOPLE HAVE PAID ME FOR.

AI & Automation Consulting

Claude code for agentic workflows

Marketing agents connected to Custom GPTs

Client Onboarding

AI R&D project narratives

S Corp reasonable comp reports

Newsletter workflow automations

Custom CRM and automations

Fixed asset reporting and categorization automations

Client Onboarding System

Asset-Based Cold Email System

Sales Funnel Automations

Reporting automation for accounting method changes

AI email inbox agent

Digital services billing automation

Lindy AI training workshops

AI proposal generation systems

WANT TO BE THENEXT PROJECT?

WANT TO BE THE
NEXT PROJECT?