Our Perspective

Execution without governance is risk

Enthusiasm without strategy is wasted

Your team is excited about AI. Some are already using it, whether you know it or not. But without a clear strategy connecting AI to where your firm already wants to go, that energy doesn't compound. And without right-sized governance, every new tool is an unmanaged risk: data security, compliance, client confidentiality.

We bring best practices from our extensive network of CPA and advisory firms to help you build a pragmatic AI plan that aligns with your firm's actual priorities, and the governance foundation that lets you move forward confidently.

Advisory Services

Right-Sized Governance & Strategy Support

Each engagement is scoped to your firm's stage and generates deliverables you can act on immediately.

AI Governance, Policy & Platform Planning

The governance foundation firms need to roll out AI confidently: AI policy, data security protocols, employee communications, and an LLM platform recommendation matched to your firm. Delivered as working documents your firm can operationalize immediately.

Delivery: 3-8 weeks

Best for: Firms using Claude as their primary LLM or adding Claude alongside existing tools like Copilot.

Scope Includes

Firm-specific AI acceptable use policy
LLM platform recommendation (Claude, Copilot, ChatGPT) with rationale
Practical security and data handling guidance your team can act on immediately
Rollout plan and employee communication templates

AI Strategic Plan

A facilitated engagement that produces a documented AI plan for your firm spanning People, Process, Technology, and Growth. We work with your leadership team and key stakeholders through structured working sessions to evaluate AI readiness, define priorities, and build an AI Plan that your firm can act on.

Delivery: 3–5 months

Best for: Firms ready for a concrete plan covering AI investments, team readiness, technology decisions, and how AI impacts the firm holistically.

Engagement Structure

AI readiness evaluation across the firm
Facilitated working sessions with leadership and stakeholders
Cross-firm vendor and technology landscape perspective
Documented AI strategic plan ready for board or partner presentation

AI-Ready Growth Scan

A scan of your firm's business models through an AI lens. Identifies where AI creates the most growth and profit opportunity and where it introduces competitive risk.