MSH Finance Group LLC

The MSH AI finance initiative In development

AI-powered finance.
CPA-guided decisions.

We’re building tools that help individuals and small businesses understand their finances, and give professionals more time to guide the decisions that matter.

Tax planning, financial advice, and fractional CFO support, strengthened by AI and grounded in professional judgment. We call it CPA in the Loop.

Explore the initiative Talk to an MSH Pro

Built on the work
we already do.

Our tax, bookkeeping, accounting, and fractional CFO work gives us a practical view of where people need help: incomplete records, confusing reports, cash-flow questions, and decisions with tax consequences.

This initiative brings that experience into new tools and workflows. The goal is to make useful financial insight more accessible, with our existing professional services at its core.

Explore our services

Two avenues. A CPA in the Loop.

AI helps prepare the picture.
A CPA helps you act on it.

CPA in the Loop is the foundation of both avenues. We’re developing tools that help individuals and SMBs explore their finances with a clear path to CPA guidance, and help our team and other small CPA firms prepare and verify work while keeping professional judgment central.

For individuals & SMBs

Understand more.
Decide with a CPA.

AI-assisted exploration designed to help you ask better questions, compare scenarios, and bring a clearer financial picture to a CPA.

  • Individual tax & financial planningOrganize information, understand terminology, and prepare better questions about your options.
  • Small-business decisionsExplore cash flow, budgets, and the financial tradeoffs of hiring, investing, or growing.
  • CPA review before personalized adviceA CPA checks the facts and assumptions, confirms what applies to your situation, and guides recommendations through an agreed engagement.

Educational exploration helps you get oriented. Personalized advice requires professional review under an agreed engagement.

For our team & small CPA firms

Prepare faster.
Review more deeply.

Professional workflow tools for our team and other small CPA firms, designed to support tax, accounting, advisory, and fractional CFO services.

  • Document & workpaper preparationExtract and organize financial information, draft summaries, and flag missing inputs.
  • An additional verification layerSurface inconsistencies, reconciliation questions, and assumptions that deserve a closer look.
  • The CPA stays in the LoopReduce repetitive preparation so each firm’s professionals can check the analysis, apply client context, and approve personalized recommendations.

Each firm keeps its own CPA review and client relationships. Responsibility for the work and its conclusions stays with that firm’s professional team.

Our development model

What “CPA in the Loop” means.

AI can organize, explain, and flag. A CPA brings the judgment needed to turn that work into personalized guidance.

  1. Establish the facts

    Start with the client’s records, goals, and circumstances. Make missing information visible.

  2. Prepare the analysis

    Use AI to assist with organization and explanation, supported by calculations and relevant sources.

  3. Apply CPA judgment

    Check the inputs, assumptions, and conclusions before delivering personalized recommendations.

  4. Guide the next step

    Discuss the options and tradeoffs with the client, and determine what action fits their situation.

Self-service educational outputs are preliminary and do not imply that a CPA has reviewed your situation. Professional advice is delivered through an agreed engagement.

Technology with a purpose

Useful analysis.
Visible assumptions.
Accountable review.

We’re exploring API-connected language models for document analysis and explanations, retrieval of relevant source materials, and rule-based calculations for financial scenarios.

The aim is to keep sources, assumptions, calculations, and review decisions visible so professionals can assess the work.

Privacy as a development requirement

Before using client data in an AI workflow, we require an assessment of provider data-use terms, access controls, retention, and safeguards appropriate to sensitive financial records.

Let’s build on what matters

Better financial tools.
A professional in your corner.

Interested in the initiative, a future pilot, or help with your finances today? Tell us what you’re working through.

Talk to an MSH ProExplore our current tools

Please keep sensitive financial documents out of the contact form.