For solo CPAs & small accounting firms

Stop guessing which AI tools will actually work in your practice.

The AI Workflow Diagnostic is a structured engagement built specifically for accounting firms. You'll walk away with a clear map of your workflows, a scored matrix of AI opportunities, and your Firm AI Roadmap — built around your exact software stack, not a generic presentation.

Book a free discovery call Free accounting AI guide
AI Workflow Diagnostic
$1,500
Fixed fee · Delivered within two weeks
Workflow Map — where your time is going and where errors happen
AI Opportunity Matrix — your workflows scored by time savings and ease
Firm AI Roadmap — top 3 recommendations with specific tools and first steps
60-minute walkthrough call to review findings together
Book Your Diagnostic →
The problem

You've heard about AI everywhere.
Nobody's answering the right question.

Maybe you've tried ChatGPT for a few things — drafting client emails, summarising a document. The results have been inconsistent, and you're not sure what to try next.

Every vendor demo assumes you have a data engineering team. You don't. You have three staff, a QBO subscription, and a close that still takes eight days.

The question isn't whether AI is right for your firm. It's which exact workflows, in which exact order, using which exact tools — given your specific setup. That's a different question, and it's the one nobody is answering.

Too much noise, not enough clarity
There are hundreds of AI tools. Without someone who knows accounting workflows, you can't tell which ones will actually stick.
No time to experiment
You're running a close, managing clients, and staying compliant. You can't afford weeks of trial and error with tools that might not work.
Generic advice doesn't fit your stack
Most AI consultants give the same recommendations regardless of whether you're on QBO, Xero, or a legacy system. That's not useful.
The Diagnostic

What you walk away with.

I'm a CPA with 2 years of hands-on AI implementation at the Controller level. I've spent that time figuring out which AI tools actually work in accounting workflows — and which ones just create new reconciling items. The AI Workflow Diagnostic is a structured engagement. We map your workflows together, score them against an AI Opportunity Matrix, and I deliver your Firm AI Roadmap with specific tool recommendations built for your software stack.

DELIVERABLE 01
Workflow Map
A clear diagram of your top 3–4 recurring processes — close, AP, payroll, tax prep, client communication — annotated with exactly where time is lost and where errors happen.
DELIVERABLE 02
AI Opportunity Matrix
Your workflows scored by potential time savings and ease of implementation. You'll know exactly what to prioritise, what to implement later, and what to skip entirely.
DELIVERABLE 03
Firm AI Roadmap
My top 3 recommendations with specific tools, estimated time savings, tool costs, and a concrete first step you can take immediately. Closed with a 60-minute walkthrough call.
How it works

From booking to your Roadmap.

The Diagnostic is designed to be low-friction for a busy practice. Most of the work happens on my end — your time commitment is one questionnaire and one working session.

Day 0
Payment confirmed
I send a short discovery questionnaire — 5 questions, 15 minutes. Covers your software stack, team size, and top workflow pain points.
Days 1–3
Working session
You complete the questionnaire, then we run a 90-minute working session together over Zoom. We map your workflows and I ask the questions a software vendor never would.
Days 3–10
Analysis and build
I complete the analysis and build your three deliverables: the Workflow Map, AI Opportunity Matrix, and Firm AI Roadmap.
By Day 14
Delivery and walkthrough
Deliverables delivered. We schedule your 60-minute walkthrough call to review the Firm AI Roadmap together and answer any questions.

Not ready to book a call yet?

Start with the free guide. Download the Small Business Guide to AI in Accounting — written by a CPA, not a tech vendor.

Investment

One fixed fee.
No surprises.

The AI Workflow Diagnostic is a fixed-fee, fixed-scope engagement. You know exactly what you're getting, exactly what it costs, and exactly when it will be delivered — before you pay anything.

There's no hourly billing, no scope creep, and no subscription. One engagement, one outcome: your Firm AI Roadmap.

AI Workflow Diagnostic
$1,500
Fixed fee · Delivered within two weeks
90-minute working session (Zoom)
Workflow Map document
AI Opportunity Matrix
Firm AI Roadmap with specific tool recommendations
60-minute walkthrough call
Built for your specific software stack
Book Your Diagnostic

Start with a free 20-minute discovery call. We'll talk through your setup and I'll tell you honestly whether the Diagnostic makes sense for your practice.

Jon, CPA — Founder of AI Business Concepts

Jon

CPA · Founder, AI Business Concepts

Jon is a CPA with 25 years of corporate finance experience across start-up, growth-stage, and large operating environments, currently serving as Controller at a large organisation. He founded AI Business Concepts to help small accounting firms implement AI that actually works — without needing a data engineering team or an enterprise budget.

CPA 25+ years finance Controller ERP implementation Richmond, Virginia

Ready to find out exactly where AI fits in your practice?

Book a free 20-minute discovery call. We'll talk through your current setup, and I'll tell you honestly whether the Diagnostic makes sense for your practice — no pitch, just a straight answer.

Book a free discovery call All services