AI systems audits for accountancy firms

Find out where AI earns its place in your practice.

We audit how your firm actually works, pinpoint the tasks AI can safely take on, then build what we recommend. Independent, fixed-scope, plain English.

Vendor-neutral advice Fixed-scope audit Your client data stays yours
01

Where time goes

Bottlenecks across the practice, mapped.

02

What AI can take on

Prioritised by value and risk.

03

Cost and return

Plain figures, no vendor spin.

04

A plan to act on

Whether you build with us or not.

Who we are & how we work

Built by people who understand a practice, not just the technology.

A B Consultants exists to give accountancy firms a straight answer on AI. No buzzwords, no platform we're quietly reselling. We look at how your firm runs, tell you where AI genuinely helps, and only then build it.

Scott CafferyFounder, A B Consultants

Scott founded A B Consultants to close a gap he kept seeing: firms being sold AI tools before anyone had asked whether they solved a real problem. The work starts with listening to partners, managers and the people doing the day-to-day.

Every engagement is led personally and kept deliberately small. You deal with the person doing the thinking, not an account manager and a deck.

How the audit works

Step 01

Discovery call

A short, no-obligation conversation to understand your firm and decide together whether an audit makes sense. Free.

Step 02

Systems review

We map your tools, workflows and where time is lost across compliance, advisory and admin.

Step 03

Opportunity report

A prioritised, costed set of recommendations: what to do, what to leave, the likely return and the risks.

Step 04

Build, if you choose

We can implement what we recommended, or hand the report to your own team. The audit stands on its own.

What we do

Start with the audit. Build only what earns its place.

Two services, in order. The audit gives you the decision; the build delivers it. You're never committed to the second to get the value of the first.

Start here

The AI Systems Audit

A fixed-scope review of your practice that ends with a clear, costed plan. An independent answer to "should we, where, and what's it worth?", with no obligation to build anything.

Fixed feescoped on the call, agreed up front
Book a discovery call

What's included

  • A full review of your systems and workflows
  • Prioritised opportunities, ranked by value and risk
  • Indicative costs and expected return
  • Data-security and compliance considerations
  • A written report and a walkthrough with you

Step two · optional

Build & Implementation

When the audit points to something worth doing, we build it properly. We implement the recommended systems inside your firm, test them against real work, and make sure your team can run them once we step back.

Priced separately, only for work you approve

After go-live

Handover & support

We don't disappear at launch. You get clear documentation, training for the people using the systems day-to-day, and a defined point of contact while things bed in, so the value sticks after we've gone.

Built into every build engagement

Questions firms ask us

The honest answers, before you pick up the phone.

How much does an audit cost?

The audit is a fixed fee, agreed in writing before any work begins. The exact figure depends on the size of your firm and the scope we set together on the discovery call, but you'll know it up front, with no open-ended day rates. You decide whether to proceed once you've seen the scope and the price.

How long does it take?

Most audits run over a few weeks, not months. We work around your busy periods and keep the demands on your team light: typically a kick-off, a handful of short conversations, and access to review how work currently flows. You'll have the written report and a walkthrough at the end.

What about our clients' data and security?

This is the first thing accountancy firms raise, and rightly so. The audit is designed to work without us needing live client data; we look at systems and process, not your clients' records. Where any access is genuinely necessary, it's agreed in advance, minimised, and covered by a confidentiality agreement.

Any system we recommend is assessed for data protection and security before it goes anywhere near your practice.

What does the audit involve for our team?

We do the heavy lifting. From your side it's a short kick-off, a few focused conversations with the right people, and a look at how key tasks are done today. We then map your tools and workflows, identify where AI could help, and pull it together into a prioritised report, so you get the thinking without losing chargeable hours.

What happens after the audit?

You own the report and the plan. From there you can ask us to build what we recommended, take it to your own team, or simply keep it on file and act when you're ready. The audit is built to stand on its own; there's no pressure to move into a build, and no part of the value depends on it.

Do we have to use you for the build?

No. The audit and the build are separate engagements, priced separately. Plenty of firms take the report and implement parts of it themselves. If you do want us to build, we will, but the recommendation is the same whether we're holding the screwdriver or not, because we're not tied to any vendor or platform.

Get in touch

Book a discovery call, or send us a note.

The discovery call is free and runs about 30 minutes. We'll talk through your firm, answer your questions, and tell you honestly whether an audit is worth your while.

Book a discovery call

Pick a slot that suits you and tell us a little about the firm. We'll confirm by email.

No obligation, no sales script. We'll only use your details to arrange the call.

Thanks. We'll be in touch by email to confirm your discovery call.

Send a message

Prefer to ask first? Drop us a note and we'll reply, usually within one working day.

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