AI Roadmap for Accountants: How to Implement AI in Your Firm
Every accounting firm is talking about AI. Very few have a plan. This practical 60 minute session gives you a clear roadmap for taking AI from scattered experiments to a structured rollout across your firm.
What you will learn:
- A step by step roadmap for implementing AI across your firm, from first pilots to firm-wide adoption
- How to choose the right tools for compliance, advisory and practice management work, and avoid expensive dead ends
- The policies, guardrails and training your team needs before you scale
- How to measure time saved and build the business case for your partners
Perfect for partners, principals, practice managers and accountants leading AI adoption in their firm. May be claimed as 1 CPD hour.
$99 inc GST. Secure your spot below.
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OFFER
The AI Adoption Pack: everything you need to actually do this - $99
The webinar gives you the plan. The pack gives you every template to run it, ready to fill in and use the same day.
What's inside:
- AI Readiness Self-Check - ten questions, one page, tells you exactly where to start
- Your First 90 Days with AI - the full plan, month by month, with the check-ins and decisions already laid out. This is the spine of the pack
- Use Case Picker (Excel) - list your tasks, score them against the three filters, and it ranks what to trial first
- Choosing Your AI Tools - what to buy first, the six questions to send every vendor before client data goes anywhere near them, and what to ignore for now
- Accounting Firm Prompt Library Starter - 28 working prompts across tax, compliance, advisory, bookkeeping and firm operations. Copy, paste, adapt
- AI Rules for Our Firm - the two-page plain-language policy your team will actually read. Adopt it over lunch
- AI Risk Cheat Sheet - the seven ways AI hurts small firms and the habit that prevents each one. Print it, stick it up
- Is It Worth It Calculator (Excel) - five inputs, one answer, and the number that gets your partners past a maybe
- Partner Memo - one page to get the yes
No fluff, no 40-page workbooks. Nine sharp documents built for firms under 20 people, where the person leading this is also the busiest accountant. Add it at checkout when you register.
