A practical, safe starting point for firms that want clarity without the hype Most CPA firms know AI is coming, but partners tell us the same thing: they’re not sure where to start, and the noise from vendors and alliances isn’t helping. That’s why we created the AI Readiness Review & Roadmap; a 2–3 week engagement designed for small and mid-sized firms that want a clear view of their current state and a practical plan for what comes next. What the Review Includes · A grounded understanding of where your firm stands today, including the tools and informal practices already in use · A look at staff readiness, partner alignment, and risk considerations · Identification of safe, appropriate AI use inside your current systems · A review of your existing tools (whether you’re using none, a few, or more than partners realize) · A simple roadmap outlining practical next steps, including where a future pilot may make sense — if you choose to pursue one What This Is Not · Not a workflow mapping project · Not a workshop or training program · Not a vendor evaluation or tool rollout This engagement is about clarity, confidence, and helping partners understand what’s right for their firm — without disruption, and without pressure to adopt anything they’re not ready for. What You Receive · A concise executive brief with findings and recommendations · A 90-day roadmap with practical, low-risk steps · A starter view of governance and reviewer accountability so you can use AI safely · Optional guidance on how a future pilot could be structured, tailored to your firm’s size and systems Who It’s For Ideal for small and mid-sized CPA firms that: · Want to use AI safely and effectively but aren’t sure where to begin · Need clarity before choosing tools or launching internal initiatives · Want to move at a measured pace that protects quality and client service · Prefer a calm, neutral alternative to vendor-driven AI messaging FAQ – AI Readiness Review & Roadmap Do we need AI tools in place before starting? No. Many firms have no formal AI tools, and some have tools being used informally without partners realizing. The review starts with wherever you are today. Does this require training staff or rolling out software? No. There is nothing to buy and nothing to install. The focus is clarity, readiness, and sensible next steps. Will this disrupt client work? No. The engagement is lightweight and conversational. We work around schedules and avoid pulling staff away during peak periods. Does this include workflow mapping or process redesign? No. This is not a workflow or process engineering engagement. It’s a readiness and strategy project. Will we get a recommendation on pilots? Only if a pilot makes sense for your firm. The roadmap may include suggestions, but you are not committing to run one. How long does it take? Most firms complete the review in 2–3 weeks, depending on availability for short conversations. What do we walk away with? A clear picture of your current state, a 90-day roadmap, and next steps that fit your size, systems, and risk profile. Is this appropriate for firms that want to move slowly? Yes. This offering is specifically designed for firms that want clarity without hype, pressure, or disruption.

Dan McMahon recently joined Matt Zaun on his "Stories with Traction" podcast to explore what happens when business leaders step outside their comfort zone and how those lessons translate into better leaders within their companies. It was a candid, energizing conversation about communication, culture, and courage, especially for leaders navigating growth and change. Here are three key takeaways from our conversation: Leadership requires risk Stepping into something uncomfortable whether it’s public speaking, advisory work, or firm transformation builds the credibility that inspires your team to follow. The strongest leadership happens when you demonstrate the courage to do things outside your comfort zone. Dan and Matt explore what happens when identity is too tightly tied to career success and why showing vulnerability can build trust. Humor is a leadership skill Matt and Dan unpack how using humor sharpens your business communication, breaks down barriers, and helps leaders to connect with people as well as defuse tension when things get tough. Identity must evolve As your firm grows, so must your definition of personal success. The strongest leaders separate who they are from what they do, allowing room for growth and reinvention. Listen to the full episode here: Episode 170: Lessons from the CPA Who Took the Mic (and the Risk)