• AI Profit Score

  • We are going to ask where the work actually dies in your firm. Not which software you want, and not how you feel about AI. At the end you will see what it is costing you a year, on screen, before you give us anything.

     

  • What is your role in the firm?*
  • Where does your firm practise?*
  • How many people work in the firm, including you?*
  • What kind of work fills most of the year?*
  • Roughly how many clients does the firm look after?*
  • What has changed most in the firm over the last two years?*
  • What does most of your client work run on?*
  • How do client records mostly arrive?*
  • Does any of your work run through offshore or outsourced staff?*
  • Where does the master deadline list live?*
  • How many times does the team typically chase a client before the records actually arrive?*
  • In a typical week, how many hours does someone qualified spend keying receipts, invoices and bank lines?*
  • When do reconciliations usually get finished?*
  • How long does your month end or job close usually take?*
  • Where do finished jobs wait the longest?*
  • How many people in the firm can sign off a job?*
  • Who answers the is my work done yet calls and emails?*
  • How long between a client saying yes and their work actually starting?*
  • Once work is finished, how quickly does the invoice go out?*
  • Who chases the debtors?*
  • How much finished work gets written off or never billed at full value?*

  • Most firms do not track this. Not knowing is a valid answer, and it is a finding in itself.

  • How is most of your work priced?*
  • What is the average charge out rate across the team, in your currency? ($ USD)*
  • Across the whole team, roughly how many hours a week disappear into chasing, rekeying and rework?*

  • A rough number is fine. Every figure in your report is rounded down, never up. This is the whole team and everything, not only the keying you answered on earlier.

  • Roughly what does the firm bill in a year? ($ USD)*
  • When someone pitches you AI for your firm, what is your honest reaction?*
  • Which of these has the firm already paid for?*
  • Honestly, did those tools take hours off anyone’s timesheet?
  • How long has your longest open seat gone unfilled?*
  • In the last year, has the firm turned away or delayed new clients because the team was full?*
  • How much of your own week goes on work someone else could do?*
  • What would you most want next busy season to look like?*
  • Format: (000) 000-0000.
  • Should be Empty: