Find the hidden AI risks in your practice
And receive a practical plan to use AI safely, consistently and profitably. A one-to-one review of your tools, team and workflows, conducted by an accountant who understands how practices actually operate.
Two meetings • Written action plan • Templates and starter skills • Video walkthrough
Book Your Health CheckYour team is already using AI. Do you know where the risk is?
Most practices have staff using ChatGPT, Claude or Copilot day to day — often without a policy, without knowing what client data is safe to enter, and without capturing the time it saves. The AI Practice Health Check gives you a clear, practical picture: what's critical to fix now, exactly how to fix it, and where AI returns the most in a practice like yours.
Designed and delivered by Neha Nayyar, CPA and Registered BAS Agent — with firsthand experience running an accounting and bookkeeping practice.
Who this is for
Accounting and bookkeeping practices already experimenting with ChatGPT, Claude, Copilot or other AI tools — but without a consistent, practice-wide system.
Staff are using AI differently, with no shared standard.
You're unsure what client information is being entered into AI tools.
AI is saving time, but the practice isn't capturing the commercial value.
What we review
We review your tools, technology and workflows, then score the findings across five practice-health domains.
Your AI tools
Claude, ChatGPT, Copilot and any connectors currently in use across your team — how, by whom, and on what accounts.
Your tech stack
The tools and connectors your practice runs on, and how they fit together with the AI you're using.
Your workflow
How bookkeeping, BAS, payroll and client communication actually run day to day. No forms — we capture it all in the first meeting.
What's included
A comprehensive report — scored across five domains and flagged by priority, giving you your top 5 critical issues, top 5 fixes, and top 5 AI improvement channels.
Starter skills, templates and a video walkthrough — so you're not working from written steps alone. Watch once, then work down the plan.
Two meetings — the first to understand your practice, tools and workflow; the second to walk through the findings and your plan.
We score your practice across five domains
1
Confidentiality
Is identifying client data reaching tools it shouldn't?
2
Shadow AI
Is tool use happening off the practice's radar?
3
Compliance
Is AI-assisted work documented and defensible?
4
Systems
Does AI know-how sit with the practice, or just with people?
5
Commercial
Is the time AI saves being reflected in your fees?
How it works
1 Book and pay.
2 Attend a 30-minute discovery meeting — no preparation required.
3 We review your current AI use, systems and workflows.
4 Receive your scored report, templates and video walkthrough.
5 Attend the findings and action-planning meeting.
See a sample report
This is both your findings and your working plan — the fixes are laid out to track and tick off as you go. Take a look at what you'll receive.
View Sample ReportInvestment
$397 + GST
One fixed fee. No ongoing commitment.
Join the AI Practice Accelerator within 30 days and your full $397 Health Check fee will be deducted from your program investment.
Ready to see where your practice stands?
Book your AI Practice Health Check. The first meeting takes 30 minutes — no prep needed.
Book Your Health Check