AI Readiness Score

By Bader A. Chowdry, CPA, CA, LPA | Insight Accounting CPA
? 65+ Five-Star Reviews
?? Ex-KPMG Team
?? $6.7M+ Client Tax Savings
Question 1 of 5
How do you currently handle bookkeeping?
Manual spreadsheets
Basic software like QBO
Cloud-based with some automation
Fully automated AI-assisted
Question 2 of 5
How long does your month-end close take?
3+ weeks
2-3 weeks
1-2 weeks
Under 5 days
Question 3 of 5
How do you handle tax planning?
Wait until filing deadline
Annual review with accountant
Quarterly strategy sessions
Real-time AI-driven optimization
Question 4 of 5
What’s your approach to financial reporting?
Basic P&L once a year
Monthly statements
Dashboard with KPIs
Predictive analytics and forecasting
Question 5 of 5
How do you manage compliance and regulatory changes?
React when issues arise
Annual compliance review
Proactive monitoring
AI-powered continuous compliance
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