Prosperity IQ places a Fractional Chief AI Officer inside your business — a finance-minded executive who owns your AI strategy, chooses your tools, keeps them current, and reports to you monthly on what AI is doing for your numbers. Strategy, implementation, and governance, run by an operator — not a vendor.
We guarantee results or your money back! Every engagement starts with a paid audit that pays for itself — or you don't proceed.
If any of these sound like your business, the problem isn't the tools — it's that nobody is in charge of them.
You're using AI in pieces — a tool here, a subscription there — with no one in charge of how it all fits together or what it's worth.
Your people bought tools nobody manages. Licenses renew, prompts drift, and nobody can say what any of it is producing.
You want AI returns you can see in the financials — hours saved and dollars moved — not another round of impressive demos.
Three steps, each with a fixed scope and a named price. No open-ended hourly builds, and no free audits — the audit is paid, credited forward, and guaranteed to surface opportunities worth more than its fee, or you don't proceed.
Workflow and data mapping across your finance operation, a ranked opportunity list ordered by ROI, a 90-day roadmap, and a live readout call where we walk you through every finding.
Audit fee credited toward implementation when you proceed within 60 daysOne finance workflow taken all the way to production — document intake, reconciliation, month-end close and reporting, or client follow-up. Built, integrated, tested with your team, documented, and backed by 30 days of support.
The standing office — and the product itself. Your CAIO owns the roadmap month after month: briefing you, governing use, keeping every model and prompt current, and reporting the return in plain numbers.
The retainer is a standing executive office, not a help desk. Here is what your Chief AI Officer does for you, every single month.
One call, monthly: what changed in AI that matters to your business, what we did, what it saved or earned, and what's next.
Your 90-day plan, updated and managed by your CAIO — so the strategy never sits in a drawer.
What to buy, what to cancel, what to build. Tool costs stay on your own accounts — you own your stack.
An AI use policy, data rules, and human-approval checkpoints — so speed never outruns control.
Models and prompts reviewed and updated as AI changes. This is the line item that makes the retainer renew itself.
One working clinic a month, run on your team's real work — not generic training slides.
Hours saved and dollars moved, in plain numbers, every month. If AI isn't paying, you'll see it here first.
Pick the level of presence your business needs. Every tier carries the full monthly office — briefing, roadmap, vendor decisions, governance, currency maintenance, and the ROI report.
The standing office, advisory only. Your AI strategy owned, governed, and kept current — with the return reported monthly.
Everything in Core, plus hands-on oversight while new AI workflows are being built into your operation.
Everything in Growth, plus a standing seat inside your leadership rhythm — your CAIO in the room where decisions happen.
3-month minimum, then month-to-month · Paid monthly in advance · Select a tier and your consultation request carries it with you.
Ad-hoc time is the standing one-on-one rate — calls booked and paid in advance. Retainer clients use their tier first; this rate covers everything outside it.
Every AI decision is judged against the P&L. If it doesn't move your numbers, it doesn't make the roadmap.
You know the price and the deliverable before you sign. No open-ended hourly builds, no scope that quietly grows.
The audit is paid, credited forward, and guaranteed to surface opportunities worth more than its fee — or you don't proceed.
Tool costs stay on your own accounts and everything we build is yours. Always. We run the office; you keep the keys.
We guarantee results or your money back!
Start with the AI-for-Finance Audit. In one to three weeks you'll hold a ranked list of what AI can do for your numbers — and a 90-day roadmap to get it done.
Request a consultation with our expert today!