Sunday, July 6, 2025

Big Changes Brewing at Lockhart3AS!

Exciting transformations are underway at Lockhart3AS, and we're thrilled to give you a sneak peek! We're revamping how we offer our accounting, tax, and AI solutions to serve you better.

Streamlined Services & Transparent Pricing

Gone are the days of confusing hourly rates! We're moving to a flat-rate, tiered pricing model designed to fit your business's unique stage. Here's a quick overview of our core offerings:

  • Accounting: Outsource your bookkeeping and financial management.

  • Tax: Comprehensive preparation, strategy, and planning.

  • AI Solutions: Consulting, advisory, and agentic application development to boost your efficiency.

We've structured our packages into four clear tiers:

  • Basic: Perfect for startups and early-stage businesses.

  • Essentials: For those in a growth phase, needing more robust support.

  • Enterprise: Ideal for stable, growing businesses looking to keep administrative costs low.

  • Comprehensive: Everything you need, from overhauls to ongoing back-office support, including potential fractional CFO services.

While pricing is customized, you can expect competitive rates, often lower than the market, thanks to our efficient model. Basic needs might start at $75-$150/month, while comprehensive overhauls could range from $1500-$5000+ initially, then taper off. Let's chat to get you a personalized quote!

We're currently looking to add only 5-10 new monthly service clients, so slots are limited and expected to fill quickly within the next 6-12 weeks.

Stepping into the Future with AI

The most thrilling development is our dive into agentic AI and AI-integrated solutions. My long-term goal is to leverage accounting expertise into a new path as an AI solutions architect. This means:

  • Near-full automation for our existing services.

  • Commercial availability of the AI and agentic projects we develop for our own practice.

  • Custom solutions built on advanced AI concepts.

Keep an eye out for a dedicated AI solutions page coming soon! You can expect to see innovative tools like an AI-powered search tool for lead generation and an all-purpose data extraction tool that outperforms anything currently on the market. We're also developing advanced agentic systems with memory modules.


We're putting a lot of ourselves into training and refining these changes behind the scenes, aiming for a seamless, personal experience. Check back over the summer to see our progress, and your feedback is always welcome!

Got questions or ready to talk? Reach out at jthomaslockhart@lockhart3as.com.

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