CoreStream Solutions
Built for 5-25 person accounting firms

AI Readiness Audit

Five business days. Three video calls. Three deliverables. One scored answer to “where does AI actually pay off for our firm.”

What you get

20-25 page PDF report
Current-state findings, 0-50 readiness score across 5 Indicators, Prioritization Matrix, 5-8 workflow opportunities ranked, the first workflow scoped in build-ready detail, four handoff options.
15-20 minute Loom walkthrough
Narrated PDF walk-through you can share with your partner or COO. No faces in the video.
One-page Exec Summary
Standalone document you can forward to a stakeholder without sending the full 25-page report.

The 5 business-day process

Tuesday (Day 1)
Kickoff Call · 60 min
Current-state walkthrough. Map the 5 most-painful workflows. Identify decision-makers.
Wednesday (Day 2)
Workflow Deep-Dive · 60 min
Deep-dive on the top 2-3 workflows. Capture steps, software, time, frequency, exception handling.
Thursday + Friday (Days 3-4)
Internal Synthesis · async
We score the AI Readiness Assessment, rank workflows, build the Prioritization Matrix, scope the first workflow, draft the report.
Monday (Day 5)
Delivery Walkthrough · 60 min
Walk through the report, recommendations, and roadmap. Q&A. Hand off four options for next steps.

Three hours of client face-time. One hour of internal synthesis. Hard 60-minute stop on each call (anything not covered moves to the async backup questionnaire).

Who this is for

Right fit
  • 5-25 person accounting firms with $1M-$10M revenue
  • Managing partner directly making the AI decision (no procurement)
  • At least one workflow that's clearly costing your team time
  • Comfortable spending $5K up front for a written deliverable
Not a fit
  • Under 5 employees: the free Checklist gives you 80% of the value at $0.
  • Over 50 employees:you need a Fractional CAIO or a bigger consulting engagement. We'll refer you.
  • No specific workflow pain: if you can't name a workflow that's eating time, an Audit won't help yet. Run the Checklist first.
Investment

$5,000 fixed

Paid up front. Includes all three deliverables, three video calls, and async backup questionnaires that capture depth without burning the 4-hour budget.

After the Audit, you choose
  • Option A. DIY. Free. Your team builds the first workflow using our spec.
  • Option B. CoreStream Done-For-You. $10K to $15K. We build, hand over, you focus on running the firm.
  • Option C. CoreStream Build-With-You. +10 to 20% premium. We build side-by-side with your team; they leave knowing the system.
  • Option D. Another vendor. We provide the spec, you take it elsewhere. We'll recommend 2-3 vendors we trust.

The Discovery Call is free. We talk through your firm's current state and figure out if the Audit is a fit. If it's not, we'll tell you and point you somewhere better.

FAQ

Is the Audit a sales pitch for the Build?
No. The four handoff options at delivery include “another vendor” and “DIY.” The Audit's value is the spec, the score, and the roadmap independent of who builds the workflow.
Money-back guarantee?
No standing guarantee. If the first 20 minutes of the kickoff make it clear your firm isn't a fit, we refund and refer you elsewhere.
Can we do this without our partner on the calls?
The Audit works best when the person who'd say yes or no to a $20K Build is on at least the Day 5 walkthrough. If they can't be, we still deliver, but the recommendations are less actionable without their buy-in.
Are you building this with our actual client data?
No. The Audit is diagnostic, not a Build. We never touch live client data during the Audit. If we move to a Build, all client data work happens inside your systems with your security posture. We never store, transmit, or see client PII.