Operations Maturity Audit — Accounting and Audit

Score how mature Accounting and Audit operations are — and pinpoint the weakest handoff to fix first.

What this audit examines in Accounting and Audit

PBC and evidence collection redesign — replace email and shared folders with a structured intake that feeds the workpaper system.
AI governance for audit and tax — independence, confidentiality, and PCAOB/AICPA-compliant documentation of AI usage.
Realization and pricing discipline — engagement-level economics that survive the partner-comp meeting.
Talent model redesign — what does the staff and senior role look like when AI does 40% of prep work?

Section 1 of 5 · Data & Reporting0/13 answered

Data & Reporting

Whether you can see the business clearly and act on it.

1.Can you see your core KPIs without manual effort?

2.Is there a single source of truth for key data?

3.Are decisions actually driven by the data?

Send us the result and the constraint behind it. We’ll scope the diagnostic, sprint, or build that fixes what the score reveals.