AI Readiness

From Uncertainty to Clarity: A Practical Approach to AI for CPA Firms

AI is coming. The question is how and when it should show up in your firm.

 

AI is rapidly changing the accounting profession. Firm leaders know it matters, but many are understandably cautious. Between vendor hype, alliance pressure, and constantly shifting tools, it’s hard to know where to begin or how to move forward without disrupting culture, workflows, or client trust.


At Integrated Growth Advisors, we help CPA firms take a measured, leadership-first approach to AI. Not by selling technology, but by creating clarity.


Our AI services are designed to help firm owners and leadership teams understand where AI fits, where it doesn’t, and how to make thoughtful decisions that align with long-term strategy, people, and profitability.

The AI Readiness Review & Roadmap

A calm, practical starting point for firms that want clarity before action.


The AI Readiness Review & Roadmap is designed for firms that know AI is coming but don’t want to rush into tools, pilots, or vendor commitments.


This engagement focuses on understanding your firm’s current state and outlining sensible next steps without pressure to implement anything immediately.

What the Review Covers

  • Firm systems & data readiness – What you have today and where gaps exist.
  • Workflow and process realities – Where AI may (and may not) add value.
  • Leadership alignment & comfort level – Partner perspectives, readiness, and concerns.
  • Risk considerations – Governance, data security, client impact, and ethics.
  • Cultural impact – How AI intersects with talent, burnout, and firm identity.

What You Receive

  • A clear, objective assessment of your firm’s AI readiness.
  • A tailored roadmap outlining realistic, phased next steps.
  • A shared leadership framework for discussing AI internally.
  • No tools to buy. No software to select. No pressure to roll anything out.
  • The goal is clarity — so leadership teams can make informed decisions on their own timeline.



Contact Us

Ongoing AI Advisory & Leadership Support

For firms that want continued guidance, IGA provides ongoing AI advisory support grounded in real-world firm operations not theory or vendor agendas.

 

This work may include:


  • Helping leadership teams prioritize use cases aligned with firm strategy
  • Advising on governance, policies, and guardrails
  • Supporting partner and manager conversations around AI adoption
  • Integrating AI planning into broader firm initiatives (advisory services, pricing models, talent strategy, M&A readiness)
  • Our role is not to replace internal IT or technology partners, but to help firm leaders ask better questions, make better decisions, and lead change with confidence.



Why Firms Work With Integrated Growth Advisors

IGA works exclusively with CPA firms and professional services organizations. Our work is rooted in lived experience not software sales.


Led by Dan McMahon, brings a unique perspective shaped by decades inside the profession, advising firm owners on growth, transition planning, culture, and long-term value creation.


Clients work with IGA because we:


  • Take a practical, objective approach
  • Understand the realities of partner-led firms
  • Focus on people, systems, and leadership — not quick fixes
  • Help firms grow with intention, not reaction
  • AI is one part of a much bigger picture. We help firms see how it fits.

A Safe Place to Begin

You don’t need all the answers today. You just need a place to start.


If your firm is thinking about AI but wants clarity before commitment the AI Readiness Review & Roadmap is a steady, thoughtful first step.


Schedule a brief conversation to explore whether it’s the right fit for your firm.