AI for Professional Services — Training, Consulting & AI Security

Who this is for

Accounting, bookkeeping, and tax practices
Law firms and legal teams
Insurance brokerages
Advisory, consulting, and engineering firms

The problem: staff already use AI, quietly and inconsistently

Juniors are faster, and partners are not sure why
Client information may be in personal accounts
Partners disagree: ban it, or use it everywhere
Nobody can tell a client how the firm handles AI

What good looks like

One approved, admin-controlled tool
A never-paste list for client information
Verification habits: sources, originals, and a professional signs off
A written policy the firm can show a client
A ranked plan for the two or three uses worth trying first

Three services: AI training, AI consulting, AI security

Service	You leave with	Best when	Posted price (CAD, before tax)
AI training	Skills and safe habits on the tools you already pay for	You want people using AI well, this month	Free AI Hour (when scheduled) · C$297 workshop · C$497 live course · C$2,500 / C$4,500 team training
AI consulting	A written 90-day plan: what to do, what to skip, who owns it	You need priorities before you spend on tools	Free fit call · C$1,500 (up to 20 staff) · C$3,500 (20–100 staff)
AI security	Security training, an AI security assessment, and a written AI use policy	Staff already use AI and nobody has set the rules	Training at posted prices · assessment C$1,500 / C$3,500 · policy quoted after the assessment

When you're ready, we can help put the plan in place. That follow-on help is only for clients who have completed an assessment, and it is scoped from the written plan.

AI training

Format	What you get	Price
Free AI Hour	A live hour on using AI at work, with one safe task to try. A date is posted on the AI Hour page when one is scheduled.	Free
Workshop	About three hours, hands-on, small group. One complete task practised from first draft to checked result.	C$297 / person
Course	A live founding group (not an on-demand video library). Includes 3 months in the member group.	C$497
Team training	Private training for your team, on site in the GTA or online, built around your own tasks with sensitive details swapped for fictional ones.	C$2,500 half day · C$4,500 full day

AI consulting

Step	What you get	Price
Free fit call	30 minutes. Is an assessment the right size? What would we look at?	Free
AI consulting assessment	Leadership interviews, a short staff survey, a review of the tools you already pay for, and a written 90-day plan: where AI is worth using, what to leave alone, what information stays out, and who owns each step.	C$1,500 (up to 20 staff) · C$3,500 (20–100 staff)

AI security

Step	What you get	Price
AI security training	What a work account is for, what never gets pasted in, how to check an answer, and how to spot a manipulated document or prompt.	Posted training prices
AI security assessment	Which AI tools are in use, under whose accounts, what data goes in, who has access, and a ranked list of what to fix first.	C$1,500 (up to 20 staff) · C$3,500 (20–100 staff)
AI use policy	A plain-language policy, approved-tool list, and data rules based on what the assessment found.	Quoted after the assessment

This is a practical assessment. It is not a certification, a formal compliance report, or legal advice. If you need one of those, we will say so and point you to the right kind of specialist.

AI use policy — a starter outline

Scope — who the policy covers, including contractors
Approved tools — named, under firm accounts
Allowed and banned uses — with examples
Information rules — what never goes in
Review — who checks what before it reaches a client
Disclosure and records — when to tell a client, and what to keep
Updates — who owns the policy and when it is reviewed

Three examples (illustrative scenarios, not client results)

Accounting firm before busy season — An AI security assessment, security training, and a written policy.
Insurance brokerage — Half-day training with a security track, then a consulting assessment for renewal-season drafting.
Engineering consultancy — A full-day team training on Copilot, then a written plan and never-paste rules for client drawings.

How we keep claims honest

No client logos, testimonials, star ratings, or awards until they are real and the client agrees
Example scenarios are labelled as illustrative composites, not client results
Estimates are labelled as estimates; we measure with you before quoting any saving
People stay responsible for decisions, advice, and anything a customer sees

FAQ

Will AI give advice to our clients?

No. AI drafts; a qualified professional reviews and decides.

Can you write our AI policy?

Yes, after an AI security assessment. We write it in plain language. Your counsel owns the legal sign-off.

Do you work with our existing tools?

Yes. We start with what you already pay for.

Next step

Book a free fit call — cal.com/growwithhero/fit-call
Email — info@growwithhero.com
Free team guide — Getting started with AI for your team
Call — (289) 901-2136

No hard sell. We will tell you honestly whether training, a consulting assessment, or AI security work is the right first step, or whether you need us at all.

Explore more

Locations: GTA hub · Toronto · Mississauga · Brampton · Vaughan · Markham · Oakville

Topics: AI training in Canada · AI consulting in Canada · AI security · AI consulting cost · Professional services · Small business · Hero vs AI agencies

Last updated: October 7, 2026 · Hero System Inc. (Toronto / GTA) · growwithhero.com

AI for Accounting, Legal, Insurance and Advisory Firms

Skills, a plan, and clear rules.