NorthStar runs a complete AI advisory program — assessments, monthly scorecards, quarterly reviews, private AI agents, and compliance architecture. You make the introduction. We own the delivery. Your clients get protected and propelled.
Built for accounting firms, law practices, financial advisors, insurance brokers, and consultants whose clients operate in regulated industries — and who want to lead the AI conversation, not follow it.
They're buying AI tools. Letting staff use ChatGPT with company data. Making consequential decisions without a framework, a policy, or anyone in the room who understands the compliance risk.
Not recklessly — reactively.
The advisory gap is real, and it's widening every quarter. The firm that steps into that gap will own those client relationships for the next decade. The firm that waits will spend the next decade explaining why they didn't.
The window is open. The question isn't whether your clients will adopt AI. It's whether you're in the room when they do — and whether you're the one they credit for getting it right.
Four stages. One complete program. Your role is to make the introduction and stay in the relationship. We handle everything in between.
Every client you introduce generates passive monthly revenue for the full term of the engagement. No delivery overhead. No technical execution. No compliance management. NorthStar runs the program. You co-host the calls and own the renewal conversation.
Client signs with your firm. You contract NorthStar. NorthStar delivers. You keep the relationship and the margin.
| Activity | Your Firm | NorthStar |
|---|---|---|
| Onboarding | ||
| Client introduction & context brief | Leads | Supports |
| AIGPA assessment (36-checkpoint baseline) | Present | Executes |
| Alignment Report delivery to client | Delivers | Produces |
| 36-Month Strategic Roadmap presentation | Co-leads | Co-leads |
| Monthly Cadence | ||
| AI Health Scorecard (Red/Yellow/Green, 5 categories) | Delivers to client | Produces |
| Monthly advisory call (30–45 min) | Co-hosts | Co-hosts |
| Agent monitoring, technical check & health | — | Leads |
| Call summary & action items (within 24 hrs) | Co-signs | Produces |
| Quarterly | ||
| Full AIGPA rescore + Alignment Report update | Receives | Leads |
| Quarterly ROI Summary (time saved, errors caught) | Reviews | Produces |
| 60-minute Quarterly Strategic Review | Co-hosts | Co-hosts |
| AI Opportunity Pipeline — new agent identification | Approves | Leads |
| Annual | ||
| Security & Compliance Audit (all 4 domains) | Receives report | Leads |
| 90-minute Annual Business Review | Co-hosts | Co-hosts |
| 12-Month Forward Roadmap + Technology Briefing | Presents | Produces |
| Renewal conversation | Leads | Supports |
| Commercial | ||
| Client contract & invoicing | Leads | Provides SOW |
| Monthly revenue share payment | Receives | Executes |
| Security incidents & breach response | Co-notified | Response lead |
2× INC 5000One conversation with Ken is all it takes to find out if this is the right fit — and what a 90-day pilot would look like for your first three clients.