A five-minute assessment for CPAs, RIAs, fractional CFOs, family-office operators, and advisors — not a generic "are you ready for AI" quiz. The output is a 90-day roadmap calibrated to your practice's starting point, your workflows, and your real concerns.
The right AI integration looks different for a solo CPA than for a 30-person RIA. Calibrate.
Honest read on your current AI usage. No judgment — most practices are at "experimenting" or earlier.
Toggle workflows you do regularly. We'll prioritize the ones with the highest AI leverage for your practice type.
The roadmap addresses your specific concerns. Pick the ones that apply.
Includes: practitioner-specific AI prompt libraries (CPA, RIA, fractional CFO, family-office), the Claude Agent Templates appendix, confidentiality and ethics framework, and a 30/60/90-day implementation calendar tailored to your practice type.
Educational and informational purposes only. This calculator and any output it produces are intended solely for general educational and decision-support purposes. They do not constitute investment, tax, legal, accounting, appraisal, lending, insurance, or any other professional advice, and they do not create a fiduciary, attorney-client, accountant-client, or advisor-client relationship of any kind.
Estimates based on your inputs. All results are estimates derived from the data and assumptions you provide. Tax law, accounting standards, regulations, market conditions, and the specific facts of your situation can materially change the answer. The Baratelli Institute, its affiliates, and any co-branding professional make no warranty of accuracy, completeness, currency, or fitness for any particular purpose, and disclaim all liability for decisions made in reliance on the output.
Consult your own qualified professionals. Before acting on anything calculated here, consult your own attorney, CPA, financial advisor, appraiser, lender, or other qualified professional licensed in your jurisdiction who has reviewed your specific facts and applicable current law. The Baratelli Institute is a publisher of practitioner reference material. It is not a registered investment adviser, broker-dealer, law firm, accounting firm, appraisal firm, or lender.
Co-branded versions: If a professional advisor's name and contact information appear on this tool, that advisor has elected to make the tool available to clients as a courtesy. Inclusion of an advisor's name does not constitute the advisor's endorsement of any specific result, nor does it transfer professional responsibility for the underlying methodology to that advisor. The disclaimer above applies regardless of co-branding.