Every advisory firm has a drawer of work it is proud of. At Eventus Advisory Group in Memphis, Tennessee, that drawer held years of technical accounting memos written in a style the team had refined over time.
As Glenn Hopper, head of AI research development at Eventus, told the Journal of Accountancy: "We've been writing these forever, and we have a style we use for them."
What Eventus Advisory Group did
Hopper prepared the firm's trove of accounting memos for a language model with a technique called retrieval-augmented generation, so the drafting bot works from the firm's own past memos. People review and correct every draft before it goes anywhere.
The Journal of Accountancy reports that the build took about 60 hours of Hopper's time and deep expertise. Hopper estimates that memo writing went from a four-hour task to a 30-minute task that includes careful human review. That is his own estimate, published in June 2025.
What it already gives the business
Eventus now reuses what its people already knew how to do well. The firm's style and reasoning live in a shared archive instead of individual memory, and review stays with people.
The article also makes a fair point: the tool would not exist without Hopper's expertise. A system built by one expert is worth documenting so others can run it too.
The ExValu perspective, a hypothesis
Where a Company Brain could take it next
Memos record conclusions. The judgment behind them often sits elsewhere: the questions a client asked, the options the team rejected, the auditor's pushback.
A Company Brain could link each memo to that context, so the next draft starts from both the style and the reasoning. That is our hypothesis, and Eventus may already be working on something similar.
What an owner and a buyer would look for
Measure turnaround time per memo, review corrections per draft and how many people can produce a first draft to standard.
A buyer will ask who maintains the system and what happens if its builder leaves. Document the setup, the data sources and the review steps. Keep client financial data inside tools approved for confidential information.
The problem behind this case
Facing the same problem?
About this analysis
* The image is AI-generated and does not show Eventus Advisory Group staff. The facts and figures on this page come from the published source named below.
This is an independent ExValu analysis of a published case. Facts, figures and names are as reported in the source below, which our team checked on October 12, 2026. The ideas for next steps are our own perspective and make no claim about conditions inside Eventus Advisory Group. To request a correction or removal, write to [email protected].
Primary source: Independent journalism, Journal of Accountancy, June 2025. Available at www.journalofaccountancy.com/issues/2025/jun/real-life-ways-accountants-are-using-ai.