Where would AI actually pay off in your practice?
Ten questions on how you win clients, prepare the work, close the books and handle client questions. Four minutes, and you leave with a scored roadmap written for a practice your size, and a call booked if you want one.
Four areas, scored out of 25 each
- 01
Winning and onboarding clients
How new clients reach you and how long it takes to get them fully onboarded.
- 02
Preparing the work
The hours that go into reading documents, and how the finished work gets produced.
- 03
Client data, close and communication
How client numbers reach you, how fast the books close, and where the time goes around them.
- 04
AI ownership and enablement
Whether AI is in use, and whether anyone owns the decisions about it.
A roadmap, not a results screen
Three opportunities, ranked
The areas with the most recoverable time in them, in the order they are worth doing. Each one says where the hours go today in your own words, what changes after, effort in weeks and who it needs from your side.
A 90-day plan and your blocker, answered
Sequenced so a small team can carry it, with a direct answer to the one thing you say is in the way. Printable, with the firm name and date on it, and a permanent link to forward.
Before you start
Who is the accounting and financial services edition for?
This edition is written for accounting, bookkeeping, tax and financial advisory firms. The four unscored profile questions at the start adapt the wording and the recommendations to your firm type and size, so a small practice is never measured against a large one.
How long does it take and what do I need?
Ten questions, one per screen, about four minutes. Nothing to prepare and no signup to start. Your email is asked for once at the end so the roadmap can be sent to you as a permanent link.
What does the roadmap contain?
A score out of 100 across the four areas below, a tier, the three opportunities with the most time in them (what changes, effort in weeks, who it needs from your side and an hours range with its basis stated), a 90-day plan, a direct answer to the blocker you name, and a printable PDF.
What happens after?
Nothing unless you ask. The roadmap page offers a thirty-minute walkthrough call with Ishaan to scope the first opportunity against how your firm actually runs. There is no sequence of emails.
Not your firm type?