How long does the AI-Ready Firm Scorecard take?

About five minutes. There are 21 questions: 18 scored across six areas of the practice, and three data governance checks that are not scored.

What does the scorecard measure?

Six areas of a bookkeeping firm, each weighted by how much AI and automation change it: systems and automation at 25 percent, clients and delivery at 20, strategy at 15, leadership and team at 15, finances and capacity at 15, and owner capacity at 10. Every question is written so that automation is the thing that moves the answer.

What are the four stages?

Manual, from 0 to 39, means the work runs you. Assisted, 40 to 59, means you have tools but not yet a system. Automated, 60 to 79, means recurring work runs without you in the loop. Advisory, 80 to 100, means the capacity AI freed up is going into client value.

What is the data governance flag?

Three checks that sit outside the score: whether client identifying information has gone into a public AI tool in the last 90 days, whether retention and model training settings have been checked on every tool, and whether you could show a client in writing where AI touches their work. They produce a flag of Clear, Watch or Exposed that appears on the result whatever the score is, because a firm can automate well and still be exposed.

Is the scorecard free, and do I have to give my email?

It is free. Your stage, your score and your governance flag appear whether or not you give an email address. The email is only for the area by area breakdown and the 90 day action plan.

Free. 21 questions. About 5 minutes.

Find out how ready your firm really is for AI.

Six areas of your practice, scored the way AI actually changes them. You get your stage, your weakest area, and the one thing to fix first. No sales call required to see it.

Built for bookkeeping firm owners Retake it every quarter

The scorecard needs JavaScript to run. Turn it on and reload, or email guide@guideonce.com and we will walk you through the six areas on a call.

What gets scored

Plus three data and governance checks. These are not scored. They raise a flag on your result, whatever your score.

Last step

Where should the full breakdown go?

Your stage and your governance flag appear on the next screen either way. The area-by-area breakdown and the 90 day action plan go to your inbox.

One email with your results, then the weekly Focus Fridays invite. Unsubscribe in a click.