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Workflow Templates

AI Strategy Development Checklist for Accounting Firms Template

Download your free AI Strategy Development Checklist for Accounting Firms template to personalize and use in your bookkeeping or accounting firm.

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Download AI Strategy Development Checklist for Accounting Firms Template

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Operations

Created by Karbon

A preview of the templateAI Strategy Development for Accounting FirmsPhase 1: Strategy Definition & Leadership Alignment [Goal: Establish a clear vision, objectives, and leadership commitment for AI adoption within the firm.]Define the AI VisionCompletedMIdentify Strategic Business Objectives for AICompletedCSecure Leadership Buy-in and SponsorshipCompletedMEstablish an AI Steering Committee/Task ForceCompletedYDefine Initial Scope and BoundariesCompletedAAllocate Initial Budget and ResourcesReady To StartDue TodayVPhase 2: Readiness Assessment (Technology, Data, People, Culture) [Goal: Evaluate the firm's current state across key dimensions to understand its preparedness for AI adoption and identify critical gaps that need addressing.]Assess Technology Infrastructure ReadinessReady To StartDue TodayH

About this template

This template is structured into eight distinct phases, covering the end-to-end lifecycle of AI strategy development.

It is designed to be modular, allowing firms to adapt the checklist items and guidance to their specific size, resources, culture, and strategic priorities. Firms can focus on specific phases or tasks based on their current stage of AI maturity.

Crucially, AI strategy development is not a linear, one-time project but an iterative and ongoing process. The AI landscape evolves rapidly, necessitating continuous learning, adaptation, and refinement of the firm's approach.

This template should be treated as a living document, revisited and updated regularly to ensure alignment with the firm's evolving goals and the dynamic technological environment.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download AI Strategy Development Checklist for Accounting Firms Template

.

Karbon Practice Management

A preview of the templateAI Strategy Development for Accounting FirmsPhase 1: Strategy Definition & Leadership Alignment [Goal: Establish a clear vision, objectives, and leadership commitment for AI adoption within the firm.]Define the AI VisionCompletedAIdentify Strategic Business Objectives for AICompletedFSecure Leadership Buy-in and SponsorshipCompletedCEstablish an AI Steering Committee/Task ForceCompletedBDefine Initial Scope and BoundariesCompletedYAllocate Initial Budget and ResourcesReady To StartDue TodayPPhase 2: Readiness Assessment (Technology, Data, People, Culture) [Goal: Evaluate the firm's current state across key dimensions to understand its preparedness for AI adoption and identify critical gaps that need addressing.]Assess Technology Infrastructure ReadinessReady To StartDue TodayX

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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