Plain-language guides from a CPA. Read them before you take the quiz, or after, to understand your score and what comes next.
Our AI-Readiness Quiz has 37 statements across seven steps, each answered on a four-point scale, for a score out of 111. The score puts you in one of three bands: Foundation Needed (33% or less), Cleanup Ready (34–65%) or Pilot Ready (66% or more). This guide explains each step and what your band means.
One working document for the whole engagement. You capture how your business runs, your CPA advisor turns meetings and spreadsheets into drafts, and you sign off each decision. Seven Parts, 33 short sections, at your pace.
Your advisor pastes meeting notes and AI drafts the answers it covered. Nothing counts until you accept it.
Systems lists, contracts, AR aging: bring them in from Excel or CSV instead of retyping.
Your dashboard points at the one thing to do next, with required answers clearly marked.
One number from 0 to 100, by Part and overall, so you can see your AI groundwork come together.
Ask your advisor on any exercise and get the answer in the same thread, right where you need it.
Your complete workbook, each Part, and a decision log, ready to keep or share with your team.
A working session on the sections in your plan.
Your advisor turns notes and files into draft answers.
You accept, edit or discard each draft.
You sign each section's key decision. That's what counts as done.
New to your workbook? The Quick Start Guide walks you through signing in, your dashboard, drafts and sign-offs in about five minutes.
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes
