DUNCAN.
Opening the file
DUNCAN Consulting
Audit progress
01  The Drip

DUNCAN

Consulting
Find the leak. Fix it for a fixed price.
CPA·Automation·AI
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01 · The Drip

Every business leaks.

A few minutes here. A duplicate entry there. It never shows up on one report, so it never gets fixed.

02 · The Bleed

Quietly. Line by line.

Manual admin bleeds hours off your week and dollars off your margin, one page at a time.

03 · The Pool

It pools where you don't look.

Unbilled time. Missed invoices. Rework. The money doesn't vanish, it just sinks.

04 · The Audit

I find it. In red.

A CPA's audit of your workflows. Every leak marked, measured, and priced.

05 · Daylight · a real finding

$0/mo found

Then we fix it. Fixed price, never hourly. Guaranteed.

Start the intake

The film you just scrolled is the business you're running.
The audit is how it ends.

Duncan Consulting exists to find what manual work costs you, prove it with numbers, and automate it away with systems that verify their own output. If you run a small business, a service firm, or a nonprofit that still moves by hand, this was built for you.

§1Services

Automation first. Everything else follows.

One discipline underneath it all: measure first, then fix, then prove the fix held.

01 · THE LEAD

Automation

The flagship. I audit your workflows, price every leak, and replace the worst of them with systems that check their own output. Fixed price, never hourly.

  • Leak-math assessment
  • Fixed-price automation builds
  • Website design and build
  • Fractional automation officer
02

Financial services

CPA work for small businesses, run like an engine. Books built from your statements with gate checks that prove the numbers tie before you ever see them.

  • Bookkeeping and financial statements
  • Management, owner, and board reporting
  • Workpaper and tie-out automation for CPA firms
03

Custom builds

When the fix is a tool, not just a tweak: dashboards, internal apps, and AI assistants built around how your business actually works, and verified before they ship.

  • Dashboards and reporting tools
  • Internal apps and client portals
  • AI assistants trained on your work
§2The front door

The leak-math assessment.

One engagement, one number. I audit your workflows the way a CPA audits books, and hand you a leak ledger: your biggest manual workflows, what each costs per month, and what fixing it is worth, built from your own numbers. No accounting records required to start.

Leak ledger · samplemonthly
Duplicate data entry$1,880
Manual invoicing + chase$1,540
Scheduling by hand$960
Report assembly$1,120
Rework from errors$740
Found$6,240 / mo

What comes back

Tier A · Fix now

Leaks where the payback is measured in weeks. Priced fixed, built first.

Tier B · Fix next

Solid returns that wait their turn behind Tier A.

Tier C · Leave alone

Things automation would not improve. I tell you that too.

Assessment: $999, credited toward any build.
Delivered as a written report: the ledger, the math behind each number, and the fix plan.
Every fix passes a redeployment test before handoff.
Backed by a satisfaction guarantee.
§3Pricing

Three numbers. No meters.

Everything is priced before work starts. If the scope grows, that is my problem, not your invoice.

01

The assessment

$999

The leak ledger: your biggest manual workflows priced from your own numbers, ranked into Tier A, B, and C, with the fix plan for each. Fully credited toward your first build.

Credited · satisfaction guarantee
02

Automation builds

Fixed / quoted from the ledger

Each Tier A fix gets a firm price and a payback estimate before you commit. Built, tested against your real data, and handed over with a verification gate that proves each run.

Never hours × rate
03

Fractional retainer

Monthly / flat

An automation officer on your roster without the salary. The systems keep improving, new leaks get caught early, and someone answers when a run flags a problem.

Cancel anytime
§4Method

Audit discipline, applied to automation.

01

Measure

Trace the workflow, time it, price it. No estimates without evidence.

02

Mark

Every leak goes in the ledger in red: what it is, what it costs, what it's worth to fix.

03

Automate

Fixed-price builds. The system does the work; you approve the output.

04

Verify

Gate checks on every run. If the numbers don't tie, the system says so before you do.

§5Proof

Real work. Real ties.

Recent engagements, anonymized. The pattern is always the same: a manual process, an engine, and a verification gate that proves the output.

Community nonprofit
Statements → board package

A year of bank statements became categorized books, full financial statements, and a board-ready report. Six automated gate checks proved the output tied to the treasurer's own numbers, exactly.

Every gate passed · ties exactly
Duncan Consulting itself
We run on what we sell

Intake answers become a structured first-call game plan automatically. Assessments come out of the same leak-math engine clients buy. This website was built and verified by an automated pipeline.

Every deliverable gate-checked before it ships
§6The auditor

Built by someone who signs the work.

I'm Jared Duncan. I hold the license, I do the consulting, and I write the automation. When a system I build produces a number, I can defend that number, because verifying numbers is my day job.

Portrait of Jared Duncan
CPALicensed. Tax, audit workpapers, and financial reporting practice.
AII build real, production AI workflows, not demos, with the checks a CPA needs before trusting a number.
AutomationBuilder of production engines that turn week-long deliverables into gate-checked runs measured in minutes.
RuleFixed price, never hours times rate. If the meter is running, the incentive is wrong.
Away from the ledger, I'm Joanna's husband and a father of five boys, which is its own kind of workflow management. We are an outdoors family: fishing, hunting, and enough open air to balance the screen time. I've been a CPA for more than ten years, most of it in tax and government accounting, and I still think the best systems are the ones that give you your evenings back.
Jared Duncan with his wife Joanna and their five sons
Joanna, the boys, and me.
§7Questions

Asked and answered.

What if the assessment doesn't find anything?
Then you'll know that, with numbers behind it, and the guarantee applies. In practice a business doing manual admin has leaks; the honest question is whether they're worth fixing. Tier C exists because sometimes the answer is no, and I'll tell you so.
Who owns the automations you build?
You do. The systems run in your accounts, on your data, documented so another professional could maintain them. No lock-in, no hostage code.
What does "verification gate" actually mean?
Every system I ship checks its own output before you see it: totals recomputed from source, ties confirmed against your records, and a hard stop if anything doesn't reconcile. If the numbers don't tie, the system says so before you do. It's the same discipline as an audit workpaper, built into the software.
Is my data safe?
Your data stays in your systems and your accounts wherever possible. Anything I handle directly is scoped to the engagement, and I'm bound by the same professional obligations a CPA carries everywhere else.
Do I have to hand over my books?
No. The assessment runs on your intake and our call, and every figure in the report is labeled with where it came from. If you want the numbers tightened, a screen-share on our call beats documents, and documents beat memory. Anything you share later upgrades the ledger at no charge. Your books stay yours until you decide otherwise.
How long does an assessment take?
Typically inside two weeks from intake to leak ledger, and nothing is needed beyond the intake and one call to start. The findings call is scheduled the day the ledger is done.
Why "no intake, no call"?
Because the intake is the first measurement. Ten minutes of structured answers means the first call starts with your actual workflows on the table instead of a get-to-know-you loop. It respects your time more, not less.
§8Start

Find your number.

No intake, no call

Everything starts with the intake. It takes a few minutes, and it's how the first call arrives already useful.

Start the intake
Prefer email? Write to me and I'll send the intake link back.
§9Writing

Notes from the work.

Real workflows, including where they break and the check that catches it. No demos, no hype.

July 20, 2026AI Assessment for Small Business: What $999 Buys
July 20, 2026Why Most AI Projects Fail: A CPA's Five Readiness Checks
July 19, 2026How to Automate Bookkeeping With AI: A CPA's Four Controls
All writing