One consultancy for both halves of that job, from ten-person practices to enterprise teams.
Registered partnerClaude Partner Network
Ambassador on the teamour operating layer
Integration platformthe wiring between systemsBusiness improvement fixes how the firm runs. Tools integration wires the tools to it. Most clients start with one and end up with both.
The same two arms, one level down. Open any line to see what you actually receive, what it runs on, and where it starts.
We sit with the people doing the work, map how it actually moves, and redesign the rhythm: who decides what, when, and with which information in front of them.
Procedures people follow because they live on the same boards as the work, with the documentation discipline ISO 9001 asks for and mentorship through the first audit. The same system extends to ISO 14001, 27001, 45001, 42001 and 20000-1 when a customer or regulator asks for that module.
Most IT teams run on habit and the memory of whoever has been there longest. We write down how requests arrive, who owns them, what counts as done and how long it should take, then run it on the boards the team already opens — so the service survives the person.
monday.com becomes the place the work lives; Make carries data between it and QuickBooks, email, calendars, AWS and the tools with no API.
One agent on one defined job, with approval gates where the stakes require them and boundaries set before the first run, not after the first mistake.
A role intake, training on your real sent mail and files, a supervised probation with human approval, then first-pass work around the clock.
Direct access to the operator who built the system, not a quarterly webinar. We check adoption at day ninety and fix what people stopped using.
We sit with the people doing the work, map how it actually moves, and redesign the rhythm: who decides what, when, and with which information in front of them.
Each step is priced before it starts, and each one leaves you holding something you can use even if we never speak again.
We map the manual processes and size the return.
You leave with a build plan you can use with or without us.
The workspace, data and automation design, priced in writing.
Nothing gets built until you accept the price.
Fixed scope, built inside how you already work, your team trained on it.
The system is yours whether or not we run it.
We watch, error-handle and tune what we built.
Cancel any time. The system stays with you.
The accounting practice inside Fidelis runs on the same boards, automations and agents we install for clients.
The person who understood your operation on day one designs the system and stays accountable for it after go-live.
Every engagement is quoted in writing before work starts. No retainers you cannot explain, no hourly surprises.
An agent identity and access register, approval-gated actions, a monthly cost audit, and ISO 9001 discipline in the documentation.
Client names withheld at their request; the work is ours.
Field crews updated hours from site; the office saw remaining budget per job the same day. The Friday reconciliation disappeared, and a cash-in register and fleet reporting were added on the same boards.
monday.com · MakeEvery client, every missing document and every return stage visible to the whole team, with automated chasing for what is outstanding. The system is the one Fidelis runs its own practice on.
monday.com · Make · ClaudeMonthly performance from 2020 onward, pulled out of a booking platform with no usable export and put on one board, one row per location per month, so operations can compare centres instead of spreadsheets.
monday.com · Make
Fidelis Labs started inside an accounting practice, not a pitch deck. The tax and accounting firm next door was running about eighty clients on email, spreadsheets and the memory of whoever happened to be in the room. The work got done. Nobody could see where it stood without asking someone.
So we rebuilt it: every client and every missing document on one board, the chasing automated, Claude taking the first pass at the reading. That practice was our first client and it is still the one we test on before anything reaches yours.
Then other owner-led firms started asking for the same thing — a contractor, a franchise, an advisory practice. That is what Fidelis Labs is. The rule has not changed since the first board: a named person is accountable for every result, and nothing we deploy is a bot you cannot switch off.
Founded the Fidelis group in Annapolis. Owns the client relationship from the first conversation through to the work being done.
Runs the numbers for the group and owns the monday.com partner relationship.
Designs every system we install and stays accountable for it after go-live. monday.com Ambassador, with ISO 9001 implementation experience.
Builds and supervises the agents: role intake, training, probation, and the check at day ninety.
Runs the content and the channels, so the work is visible to the firms that need it.
Twenty minutes with the architect who would build it, not a sales rep. You hear whether this stack solves your problem, what it would cost, and what to do instead if it does not.
What you send is used only to prepare for the conversation you asked for. No list, no drip sequence.