The AI-Ready Firm: What actually works, what doesn't, and what to build first - from a CPA who built the systems himself (Paperback) (ISBN-13: 9798234045546)

The AI-Ready Firm is a practitioner's guide to building AI-assisted workflows that actually work - on real client files, under real deadline pressure, with real professional accountability attached to the output.

Most AI being sold to accounting firms today is Tier 1 dressed up as Tier 2. The marketing language sounds like intelligence. The underlying system is automation. This book teaches you to tell the difference - and gives you a clear path for building toward the tiers that actually move your practice forward.

Written by a CPA who built the systems himself, The AI-Ready Firm covers the complete arc: the three-tier framework for understanding what AI can and cannot do in a professional services context, a workflow-by-workflow assessment of where your practice actually stands, and a full implementation playbook - how to evaluate systems without getting sold, how to run a pilot without disrupting your busiest season, how to price the recovered capacity, and what the practice looks like in three years if you execute this well.

This is not a book about what AI is. It is a book about what to do with it - starting next quarter, not next decade.