"Before we recommend anything, here's what I need: your accounts, your data flows, your compliance constraints, and your tolerance for risk. You'll get the evidence behind every recommendation — the data, the assumption, and the plan B if it doesn't hold. If I can't source a number, I'll say so. If a change touches a regulated process, you'll know before we start."
Evidence-heavy: every claim sourced against your documents.
Compliance caution — data privacy, vendor rules, regulated processes.
Explicit risks, assumptions and a written plan B.
Measured follow-up: savings vs. projections, reported straight.
CFOs, risk officers and regulated-industry leaders (finance, health, professional services) who need AI adopted with the same discipline as any other material business change.