No software to sell, no enterprise price tag — a prioritized roadmap for your firm's AI use, and a clear read on where Circular 230 applies to it.
Scoped for 5–15 partner firms. 2 weeks, ~90 minutes of partner time.
Every point-solution tool has a reason to tell you it's the answer — none of them have actually looked at your firm's specific workflow. You don't know which of the dozen "AI for accounting" pitches would move the needle, and ungoverned staff AI use might already be a Circular 230 exposure nobody's written down.
No one inside the firm is positioned to evaluate these tools objectively — everyone selling you one has a stake in the answer. The CPE session, the one tool a partner tried — none of it stuck, because there was never a real strategy behind it.
Two weeks, start to finish. Not a generic checklist — this starts with your firm's actual systems.
Every AI tool trying to sell your firm something has a reason to tell you it's the answer. I don't have a product to push — the audit starts with your systems, not a template, and stays tool-agnostic the whole way through.
The IRS published AI guidance for practitioners in June 2026 (Circular 230). I'll show you exactly where that touches your firm's AI use, so your advisor isn't starting from zero.
If you don't walk away with at least 3 concrete automation opportunities you didn't already know about, it's a full refund. No hard feelings.
In exchange, I ask for a testimonial and permission to use the engagement as a case study (anonymized if you prefer). If you move forward with implementation afterward, this fee is credited toward it.
Book a 20-Minute CallStandard rate is $4,500 once the founding slots are filled.
I build automation systems for small and mid-size businesses. This audit is tool-agnostic by design — I'm not employed by, or reselling for, any of the software mentioned in it.
No pitch — just a look at what we'd actually audit, and whether your firm's a fit.
Book a 20-Minute Call