AI Governance Services for Mid-Size Firms
Three focused services, built around how accounting and professional services firms actually work — not a generic AI consulting menu.
AI Governance Policy Development
A documented AI use policy your partners, staff, and clients can point to — covering what tools are approved, how client data can and can’t be used, review requirements, and escalation paths when something falls outside policy. Built from how your firm actually operates, not a generic template.
Staff Training & AI Guardrails
Practical training for partners and staff on safe, compliant AI use in day-to-day engagement work — plus the guardrails that make good practice the easy default: approved tools, built-in review steps, and clear lines on what never goes into an AI tool.
Engagement-Level AI Risk Review
A focused review of a specific engagement or workflow where AI is already in use — flagging exposure around client confidentiality, auditor independence, and professional standards before it becomes a real problem, not after.
Not Sure Where to Start?
Most engagements start with a conversation about where your firm is exposed today.