Fractional Chief AI Officer

Your firm needs an AI strategy it can stand behind.

Fractional CAIO (Chief AI Officer) gives accounting and bookkeeping firms practical AI leadership—governance, priorities, and shipped work—built directly on the FynOps platform. Move past “should we use AI?” without creating a compliance or client-trust problem.

Available to firms with an active FynOps platform subscription.

The accounting-firm difference

AI governance has to fit professional responsibility.

Generic CAIO programs focus on technology spend. We focus on the accounting work that creates client and firm risk: confidentiality, approvals, documentation, and defensible human oversight.

Start with a Readiness Sprint

A two-week, $2,500 diagnostic that identifies the right first priorities. The fee is credited in full when you start a retainer within 60 days.

Built for firm leaders

A service line that turns AI into accountable operating leverage.

You receive senior guidance and concrete delivery—not a slide deck. Every plan, workflow, and shipped item is designed to live inside FynOps, where your team can see, govern, and build on it.

Governance your firm can use

Translate AI ambition into policies, risk tiers, and review points that fit accounting work instead of generic enterprise checklists.

A focused delivery backlog

Prioritize the agents, dashboards, reports, and automations that create measurable value without opening an uncontrolled project.

Leadership visibility

Keep partners aligned with a monthly value ledger, concise strategic assessments, and a plain-English record of what changed and why.

Governance with an accounting-firm lens.

Your team needs practical guidance for how AI is evaluated, used, reviewed, and documented. We organize the work around your firm's workflows and professional obligations—not a generic policy nobody follows.

FynOps does not provide legal, tax, or professional-standards advice. We help your firm build operational documentation and processes for review with its qualified advisors.

AI use policy and practical staff guidance

Workflow risk tiering and approval paths

Vendor, data-handling, and client-confidentiality reviews

Audit-ready decision records and value reporting

Service tiers

Choose the leadership cadence your firm needs.

All retainers run in 90-day service cycles and include a defined capacity for advisory and delivery. Platform fees and overages remain separate from the CAIO service fee.

Advisor

$1,500/mo

Monthly strategy session

A practical starting point for firms that need an AI owner and a clear first plan.

90-day AI priorities and governance roadmap

Monthly leadership briefing with written next steps

AI use policy and risk-tiering baseline

One FynOps improvement each quarter

Operator

$2,500/mo

Biweekly working sessions

For firms turning AI from an idea into a repeatable operating initiative.

Biweekly priority and implementation reviews

Working AI use policy and risk-tiering program

One FynOps agent, dashboard, report, or automation each month

Monthly value ledger for firm leadership

Partner

$5,000/mo

Weekly leadership cadence

Hands-on AI leadership for firms making AI a strategic capability or new revenue line.

Weekly leadership cadence and partner alignment

Audit-ready AI governance documentation

Two to three FynOps agents, dashboards, reports, or automations each month

Team enablement and executive value reporting

Enterprise

Custom

Built around your firm

For multi-entity firms, roll-ups, networks, and white-label service models.

Multi-entity AI operating model and roadmap

Custom governance, vendor-review, and reporting framework

New service-line or white-label delivery design

Board-ready strategic assessments

Make your next AI decision a defensible one.

Start with a conversation about your firm's AI readiness, client commitments, and highest-value opportunities. We'll help you determine whether a Readiness Sprint or ongoing Fractional CAIO engagement is the right next step.

Request CAIO information

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