Surmont helps CPA firms implement AI through deep accounting domain expertise and real engineering capability. Not a platform. Not a demo. Hands-on work that fits how your practice actually runs.
Your firm has seen the demos. You've heard the pitches. The gap isn't awareness — it's execution. The people selling AI don't understand accounting, and your team doesn't have time to figure out the technology.
Partners and managers spending hours on document processing, workpaper assembly, and first-draft memos that AI can now handle.
Technology consultants who've never seen a trial balance. They build something generic. Your team works around it.
Hiring is slow and expensive. Busy season breaks the same people every year. The constraint is structural, not motivational.
You know AI could help. You don't know where to begin, what's real versus hype, or who to trust with your clients' data.
Surmont works in focused, fixed-scope engagements. You describe what's slow or manual. We scope something concrete, build it, and hand it off. Most engagements are two to six weeks.
A structured diagnostic of your firm's workflows and AI readiness — delivered as a prioritized roadmap of where automation creates the clearest ROI. A standalone deliverable you keep regardless.
Focused execution on one well-scoped problem — a document intake pipeline, an AI-assisted memo drafting workflow, automated workpaper assembly. Fixed scope, fixed timeline, defined output.
A retained advisory relationship for firms that want iterative builds, vendor evaluation, and a senior technical partner who already knows their practice.
Surmont is led by Delos Elder — one of the rare people who has practiced as a CPA, worked as a sell-side equity research analyst, and built investment management software. This isn't a generalist learning your industry on your dime.
PwC trained. Audit, financial reporting, accounting systems. Understands how firms work from the inside.
8 years as VP-level sell-side analyst at Jefferies. Financial modeling, fundamental analysis, public markets.
6+ years building fintech — investment management platforms, financial data infrastructure, AI systems.
"Your firm doesn't need a generalist. It needs someone who already understands why the work is structured the way it is — and can build around it."
No slides, no pitch. You describe the problem — something manual, something that breaks during busy season, something you wish a smart person could just fix. We'll be direct about whether and how we can help.
delos@surmont.aiMost conversations start with a 30-minute call. We'll have a clear answer on scope and fit within a week.