AI Strategy Assessment
The first step to working with your fractional AI director
A focused 2–3 week strategy phase where we collect data on your firm's stack, staffing constraints, and goals, then hand you a bespoke AI & automation strategy built around the highest-ROI opportunities for your firm, wherever you are today.
Why start here
Build the business context before you build anything
Most AI projects fail because teams jump straight to building without understanding the business. The assessment builds real context before implementation, preventing expensive missteps and guesswork so every dollar goes toward what actually moves your firm forward.
It's also how we scope what we can build for you. By the end we know your firm well enough to recommend a plan we'd stake our own name on.
The process
A clear, six-step strategy phase
We capture your firm's full picture, partner to preparer, and turn it into a prioritized plan.
- 1
Interviews & surveys
In-depth interviews with partners and key staff, plus short surveys across the whole team, with follow-up calls as needed. We capture and quantify your biggest pains, from partner to staff accountant and preparer level.
- 2
Align on success
We define what success actually looks like for your firm and identify the variables that matter most to your key partners.
- 3
Process mapping
We map all of your core business processes with clear process maps and flow diagrams, so nothing important stays invisible.
- 4
Automation database
We build a catalogue of every possible automation and agent across those processes, the full universe of what could be done.
- 5
Feasibility pass
We boil that list down to what is actually feasible, loop your team in for feedback, and finalize the shortlist together.
- 6
ROI & roadmap
We weigh impact potential against implementation cost and settle on a concrete roadmap: which projects, in what order, over what timeline.
What you walk away with
A comprehensive AI audit & report
A clear picture of your firm from partner to staff accountant, a prioritized roadmap of automations and agents, and the ROI estimates behind each one, yours to act on with us or on your own.
Pricing
Simple, flat pricing
Firms with $1M–$5M in revenue
$1,450
Flat fee for the full assessment
Under $1M or above $5M in revenue
Custom
Scoped to the size and complexity of your firm
Where it leads
The foundation for everything we build together
The assessment sets up the rest of our work as your fractional AI director. From here we can:
- Scope and build the highest-ROI agents and automations with you
- Recommend tech stack changes where they make sense
- Help you plan and run migrations
- Build agents alongside your team
- Train your staff to work with what we ship