The AI Readiness Assessment gives small and mid-size CPA firms a scored, independent evaluation of where recoverable hours are hiding in your workflows — and where client data may already be flowing into unsanctioned AI tools — delivered in 3 weeks, scheduled entirely around your deadlines.
You'll leave the call with your firm's top 3 findings — whether or not we ever work together.
Fewer graduates are entering accounting, fewer candidates are sitting for the CPA exam, and firms your size are competing for the same shrinking pool.
You may have already answered part of this with outsourcing — and still turned away work last year.
Across industries, a large share of employees use AI tools at work without approval — and there's no reason your firm is the exception. When a staff member pastes client return information into a free consumer AI tool, that isn't a productivity hack.
Tax return information is protected under IRC §7216, and your firm carries a written information security plan obligation under the FTC Safeguards Rule. Unsanctioned AI use is a gap in a compliance framework you're already required to maintain.
You don't have an AI problem. You have a visibility problem. You can't manage what you haven't mapped.
A 100-point assessment of your firm across three lenses.
Workpaper preparation, reconciliations, tax research, client correspondence, review notes, and the internal admin that never hits a client code.
If you've already offshored prep work, we assess what's recoverable on top of that — including the work you won't send offshore. Findings are quantified against your stated realization and billing rates from a one-page intake.
Where client data is moving into unsanctioned tools, measured against §7216, the Safeguards Rule, your engagement letters, and what your E&O carrier is starting to ask.
If you're moving toward fixed-fee and advisory work, recovered hours drop straight to margin. If you're still primarily hourly, we map which hours can be recovered without touching billed work.
Either way: when clients start asking what AI means for their fees, you'll have an answer you chose — not one you improvised.
Every tool in your stack added "AI" to the feature list and a line to the invoice, and most of what's marketed as AI strategy is a software demo in a trench coat.
Our only product is the assessment itself.
Your questions go to the person doing the assessment, not an account manager.
Consultants who sell vague transformation don't.
We learn how your firm actually runs. You leave with your top 3 findings. You decide whether the full assessment makes sense — and if it doesn't, we'll say so.
Workflow evaluation, data-handling review, an anonymous staff AI-use survey (so you learn what's actually happening, not what gets reported upward), and an AI-feature evaluation of your existing software stack. Scheduled around your calendar — most firms run this in early summer or in the November–December window, with the roadmap in hand before January.
What to do first, what to ignore, what it costs, what your Safeguards Rule plan needs to say about AI — and your baseline AI Readiness Score, re-measured in 12 months if you choose.
The first ten firms receive the founding rate in exchange for candid feedback and, if we earn it, a reference. Fixed fee. No retainer.
If the roadmap doesn't identify at least 200 recoverable staff-hours per year — or you simply don't find it decision-useful — you pay nothing.
20 minutes. Your top 3 findings. No obligation.
Book your 20-minute Opportunity & Exposure Check. You'll leave the call with your firm's top 3 findings — whether or not we ever work together.
Not ready for a call? Take the AI Exposure Self-Assessment and get your preliminary score by email.
We'll reply within one business day with times for your 20-minute Opportunity & Exposure Check. Check your inbox for a confirmation.