About

The person behind
the AI advice.

A Controller with 25+ years in accounting and finance — not a tech startup, not a software vendor — who learned AI from the inside out and now helps accounting professionals use it in the workflows that run their practice.

Who I work with →
In-house finance & accounting teams — Controllers, accounting managers, finance leaders Solo CPAs & small accounting firms (1–5 staff) CPA firms with CAS or bookkeeping practices Nonprofit & SMB finance functions
Jon — Founder, AI Business Concepts
CPA — Certified Public Accountant 25+ Years in Business & Finance Based in Richmond, Virginia

"I didn't come to AI through technology. I came to it through frustration — watching good teams waste hours every week on work that simply didn't need a human."

It started with a spreadsheet. Early in his career, Jon noticed that the biggest inefficiencies in accounting weren't strategic — they were operational. Hours spent manually rebuilding the same reconciliation, re-entering data that already existed in the GL, reformatting reports that should run themselves.

That practical, problem-first mindset has defined 25 years in business and finance — working across multiple industries, leading teams, implementing systems, and driving the kind of operational improvements that show up directly on the bottom line. Along the way, he earned his CPA certification and built deep experience in financial operations, process improvement, and technology integration.

"I've sat where you sit. I know what it's like to be responsible for results with a lean team, a tight budget, and more on your plate than any one person should handle."

The progression from Excel macros to Robotic Process Automation (RPA) to today's AI tools was a natural one. Each step was driven by the same question: does a human actually need to do this? In most finance departments, the honest answer is no — not for a surprising amount of the daily work.

AI Business Concepts was founded to close a gap. Accounting teams — in-house departments and small firms alike — were being left out of the AI conversation: overwhelmed by hype, priced out by enterprise tools, or handed advice by people who understood technology but had never actually closed a set of books. Jon built this practice to be different: accounting judgment first, technology second, and always sized for the real world.

The longer version of that story — the IT kid who became an accountant, the AI attempt that was two years too early, and what changed — is here: Two Years Too Early: My AI Journey.

The journey

From spreadsheets
to AI solutions.

25 years built on one consistent thread: finding smarter ways to work — and sharing them with the businesses that need it most.

The Foundation
Accounting degree & early career in the UK
Built a solid foundation in accounting, finance, and business operations — and developed an early habit of questioning why things were done the slow, manual way.
First Automation Steps
Excel macros, VBA & the efficiency mindset
Long before AI was a buzzword, Jon was building tools to eliminate repetitive work — automating reports, streamlining reconciliations, and asking the question that still drives everything: "does this actually need a human?"
Senior Business & Finance Leadership
CPA, cross-industry experience & systems leadership
After relocating to the US and earning CPA certification, Jon led finance and operations across multiple industries — including his current role as Controller at a large organisation, where he is actively implementing AI in accounting operations. This is the practice he teaches: not theory, but the workflows he manages every month.
The Shift
Robotic Process Automation & AI exploration
Moved beyond traditional tools into RPA, then into large language models and practical AI automation — testing what worked on real business problems before ever recommending it to anyone else.
Today
AI Business Concepts — built for accounting operations
Founded to bring practical, trustworthy AI implementation to accounting operations — the close, AP/AR, reconciliation, CAS, and financial reporting. No hype, no enterprise price tags, no solutions that require a technical team to maintain. Just AI that works, built by someone who runs these workflows for a living.
How I work

What you can expect
from every project.

These aren't company values on a poster. They're the lessons from 25 years of seeing what actually works in real businesses — and what wastes everyone's time and money.

Business outcomes, not tech demos
Every solution is judged by one question: does it save your business real time or money? If the answer is no, we don't build it — no matter how clever it is.
Results in weeks, not months
Small firms can't wait for a six-month project. I scope work so you see your first real result quickly — the Diagnostic delivers in 10 business days.
Straight talk, always
If AI won't genuinely help with something, I'll say so on the first call. I'd rather lose a project than waste your time and money on something that won't deliver.
Priced for real budgets
Enterprise AI projects cost hundreds of thousands. Mine don't. Every project is scoped for in-house teams and small firms with real budgets and real deadlines.
Clear scope, no surprises
You'll know exactly what you're getting — and what it costs — before anything starts. No scope creep, no hidden extras, no vague deliverables.
Your team runs it after I'm gone
The goal isn't to make you dependent on a consultant. Every solution is built so your team can run, manage, and adapt it confidently without me.
25+
Years in business, finance & operations
CPA
Certified — accountability & rigour built in
10 days
Fixed delivery window for the AI Workflow Diagnostic
2 yrs
Implementing AI inside live accounting operations

Sound like the right
fit for you?

Book a free 30-minute call. We'll talk about your business, where you're losing time, and whether AI is genuinely the right answer — no obligation, no pitch.

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