Free · ~15 minutes · No call required
The AI Readiness Checklist for Small Accounting Firms
10 questions, 3 minutes, a real answer on whether AI is right for your firm right now and which workflows are ready first.
What you'll learn
Your readiness score (0-10)
Scored across 5 Indicators: People, Process, Data, Tools, Strategy.
Which workflows are ready first
Personalized 5-step roadmap for firms in your readiness band.
Whether to invest now or wait
Honest read. If your score says wait, we tell you to wait.
No email required to see your score. We ask for your email after, with a personalized roadmap as the reason.
Quick FAQ
- How long does it take?
- Most managing partners finish in 12 to 15 minutes. The questions are about your firm's current state, not about AI knowledge.
- Will you spam me?
- No. If you give us your email, you get the roadmap and our weekly newsletter (one email Friday morning, short, practical). Unsubscribe is one click. We never sell your email.
- Is this for me if I have fewer than 5 people?
- You can still take it. The score reveals where your foundation is solid and where you have work to do. But a paid Audit at our price point probably doesn't pencil for firms under 5 people. The free Checklist gives you 80% of the value at $0.
About this Checklist
We built this because the buyer's question we hear most often is “where do I even start?” The Checklist gives you a real answer, scored against the same 5 Indicators we use in our $5,000 AI Readiness Audit. The Audit goes deeper (0-50 score, prioritized workflow ranking, build-ready spec for the first workflow). The Checklist gives you the right next step regardless of whether you ever pay us a dollar.
Want the full Audit? See what an AI Readiness Audit looks like.