AI audit & assessment

Know what to fix first, and what it is worth.

A 45-minute call and a written roadmap. Where your business loses time and money, the four fixes to start with this week, and the dollar value of each.

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SpecAI audit & assessment
Call
45 min
Deliverable
Written roadmap
Quick wins
4, over 4 days
Priced in
Hours and dollars
Who runs it
Parker, CPA

How it works

Four steps from intake to rollout

  1. Short business intake

    A few questions about your team, your tools, and where the day goes.

  2. 45-minute call

    Parker digs into the leaks you named and the ones you did not.

  3. Your roadmap

    Written, yours to keep. Every recommendation tied to a dollar figure.

  4. Quick wins rollout

    Do it yourself or with Parker. Your choice.

What is in the roadmap

Built from your numbers, not a template.

Built from your intake and your call, so you can compare fixes side by side and decide in one sitting.

Sample impact and effort matrix Four quick wins sit in the high impact, low effort quadrant. Two major projects sit in high impact, high effort. QUICK WINS MAJOR PROJECTS NICE TO HAVE SKIP FOR NOW Quote follow-up Missed-call text back Invoice reminders Scheduling links Dispatch rebuild CRM cleanup EFFORT TO SET UP → IMPACT IN $ →
Sample prioritization page with invented points. Quick wins get rolled out first, one tool a day over four days.
  • Executive summary. The problem in your own words, the outcome, hours reclaimed per week, and what the recommended tools cost.
  • Financial impact. Hours returned weekly and the monthly net return, anchored to a stated blended labor rate.
  • Prioritization. An impact and effort view that sorts quick wins from major projects.
  • Recommended tools. Each one tied to a pain point you named, with fit, complexity, monthly cost, setup hours, and time saved.
  • The quick-win plan. A short rollout, one tool at a time, with setup hours.
  • Bigger projects. The larger fixes worth doing next, scoped to your situation, with what waiting costs you.
  • Next steps. What to do this week, then a follow-up review.

What we look for

Six leaks we find in almost every business.

Some cost you sales. Some cost you hours. One ties up your cash. The roadmap finds which ones you have and prices them with your numbers.

Price your own leaks
Leak ledger Example math

Where the money goes

Three revenue leaks, three cost and cash leaks. Each one priced.

LeakWorth
Revenue Missed calls Nobody picks up during a job or after 5pm, so the caller tries the next business on Google. 4 missed calls a week × 1 in 4 would have booked × $1,200 job $62,400a year
Revenue Quotes with no follow-up The quote goes out and nobody checks back. The customer goes with whoever called them. 1 more quote closed a month with follow-up × $2,500 job $30,000a year
Revenue Work done, never billed Extras, change orders, and small add-ons that never make it onto the invoice. 3 missed add-ons a month × $250 $9,000a year
Cost Retyping between systems The same customer typed into the CRM, then the estimate, then QuickBooks. 8 hours a week × $28 an hour $11,648a year
Cost Owner stuck in admin You run scheduling, follow-up, and payroll yourself instead of running the business. 10 hours a week × $150 an hour of owner time $78,000a year
Cash Chasing invoices Customers pay in 45 days instead of 30 because reminders go out when someone remembers. $2M in revenue ÷ 365 days × 15 extra days $82,192of cash tied up
Illustrative math on stated assumptions, not client results. Your numbers will differ. The assessment prices yours.

How a leak gets priced

Hours times rate. Then the tool cost comes off.

Every fix is anchored to a stated blended labor rate. The example uses $100 an hour. Your roadmap uses yours.

WorksheetSample

Quote follow-up done by hand

Hours a week today6.0
Hours a week after0.5
Hours returned a week5.5
Blended labor rate$100/hr
Time returned, per month$2,383
Example math with invented figures: 5.5 hrs × $100 × 52 weeks ÷ 12 months. The roadmap then nets out the monthly tool cost for each fix.

Before you book

Assessment questions

What is the AI audit & assessment?

A 45-minute call with Parker and a written roadmap. It shows where you lose time and money, four quick wins you can roll out in four days, the bigger projects worth doing next, and a dollar value on all of it.

What do I need to do before the call?

Fill out a short business intake. It takes a few minutes and means the 45 minutes goes to your real problems instead of background questions.

What do I get at the end?

The roadmap. It is yours to keep. Roll out the quick wins yourself, implement them with Parker, or do neither.

What does it cost?

Parker gives you a clear number on the first call, before you commit to anything.

What happens after the assessment?

If you want help, Parker can build the fixes with you: a revenue-driving build, an AI voice agent, or an ongoing AI concierge engagement. It is your call.

Get an AI assessment

Get your roadmap.

Tell us a little about your business. You will get a clear next step, and a clear number before you commit to anything.

Parker Anderson, CPA and founder of Doheny AI

Parker Anderson, CPAFounder, Doheny AI

You hear back with next steps. Then a short intake, a 45-minute call, and your written roadmap.

  1. 01You hear back with next steps.
  2. 02You fill out a short intake, then a 45-minute call.
  3. 03You get the written roadmap with a dollar figure on every fix.
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