Stop using email
for things that should be AI.
A 5-minute form. A 6–8 page custom audit for your firm — named tools, real ROI math, quick wins you can start this week.
The audit form is launching soon. The sample below shows exactly what you'll get.
Three steps. No demo calls. No nonsense.
Answer
Spend 5 minutes telling us about your firm — your tech stack, your team size, and what eats your week.
15 short questions. Skip what doesn't apply.
Receive
Within 24 hours, get a 6–8 page audit naming specific tools for your firm, with ROI math and a 4-day quick-win plan.
Free, no card required. Same primer goes out alongside.
Implement
Pick two quick wins. Try them for a month. Book a free 30-min call when you want to scope the bigger plays.
No upsell pitch. Just a working session.
The opposite of a McKinsey deck.
Most AI “audits” in this space are 30-page readiness scores and a sales pitch. We write yours like a strategy memo from a peer who knows accounting workflows — specific, named tools, real ROI math, plain English.
It comes free because the audit funnels into productized implementation projects. You don’t have to take any of those. The audit is yours either way.
- We name specific tools — TaxDome, Liscio, Ignition, Karbon, Claude — not generic AI categories.
- Every recommendation includes time saved per week, monthly cost, and net ROI in dollars.
- Every audit names a top-3 quick win you can implement this week.
- Privacy-first: we only recommend tools that meet SOC2 + offer signed BAAs where relevant.
Read a sample. See if it’s the level you’d want for your firm.
Greenleaf is a fictional 6-person CPA firm. The structure, tone, and depth of recommendation match what real audits will look like.