Business Leaders curious about AI & Workflow Automation ask the same question
“Where do I start?”You start here.
Start with a free AI and Automation Assessment before your firm buys another tool or launches another automation project. Next Core Flow helps independent accounting firms identify manual work, disconnected systems, review bottlenecks, and reporting gaps that are costing time and capacity.
Request your free assessment
Complete the form and we will follow up to schedule your discovery call.
A practical assessment your firm can use whether or not you continue.
The assessment is designed to be low effort for your team and focused on where AI or automation could create the fastest, highest-confidence impact.
Discovery call
A 60-minute conversation about your firm, workflows, systems, and current operational friction.
Short team assessment
Selected leaders and team members complete a simple 10 to 15 minute assessment.
Written report
You receive an AI and Automation Assessment Report built around your firm.
Review call
We walk through the findings and identify where to focus first.
Where manual work often concentrates
The assessment is focused on real operating pain inside small and mid-sized accounting firms, not generic AI use cases.
Document Collection
Organizer chaos, email chasing, and missing files slow every downstream step.
Engagement Letters
Unsigned letters create avoidable E&O risk, billing delays, and administrative follow-up.
Tax Prep and Review
Review queues become invisible until deadlines compress and partner capacity gets strained.
Billing and WIP
Unbilled work, write-downs, and delayed invoicing quietly reduce margin.
Client Onboarding
Inconsistent setup creates rework for staff and a weaker first impression for clients.
Capacity Management
Deadline stacking is hard to see when data lives across people, spreadsheets, and inboxes.
Want to go deeper after you see the findings?
Some firms stop after the free assessment. Others choose a Deep Dive Audit as a paid next step. That deeper engagement turns the assessment findings into a more detailed implementation blueprint with workflow mapping, system review, prioritization, and sequencing.
The assessment comes first.
Optional Deep Dive Audit member rate
Standard Deep Dive Audit price is $5,000.
Low effort, useful either way
Is the assessment really free?
Yes. The AI and Automation Assessment is complimentary for MassCPAs members.
Do we have to buy anything after?
No. Your firm receives the findings and can decide whether to act on them now, later, or not at all.
Who should participate?
Usually a partner or firm leader, plus a small number of team members who know where the workflow friction lives.