Comprehensive strategic roadmap
Your operations mapped against the seven workflows, ROI scored per workflow, build sequence recommended, and compliance posture documented.
Audit offer
1-2 weeks. Three deliverables. CPA-led. The engagement gives Stratford CPA a defensible roadmap, a branded AI operating system demo, and a partner-room decision conversation before any build scope or price is quoted.
Audit engagement
Fixed-fee professional services engagement. 50% on signing and 50% on roadmap delivery.
Risk reversal
If Stratford CPA proceeds to a build engagement within 30 days of strategic roadmap delivery, half the audit fee credits toward the build install fee. After 30 days the credit lapses, so the audit remains a decision engagement instead of a pressure tactic.
Audit deliverables
Your operations mapped against the seven workflows, ROI scored per workflow, build sequence recommended, and compliance posture documented.
Deployed at a private demo URL, wired with partner names and service mix, and built on fictional client data so your group can navigate it live.
An in-person 90-minute walkthrough, Q&A, and decision conversation for the partners and operational lead.
Build scope
Build engagement scope and pricing are presented in the roadmap, not before. We don't quote install or retainer numbers until we've walked your firm's operations. If the audit does not make the build case, the roadmap says so.
Engagement under standard professional confidentiality. Documents, observations, and workflow evidence remain inside Stratford CPA's control.
Next step
Send a pre-drafted email to Ferdie with a day and time that could work for you. The conversation is for Stratford CPA's likely first workflow, audit scope, and timing.