[ EVALUATION SCORECARD ]
15 Direct Questions Every CPA Partner Must Ask Any AI Agency Before Signing.
A no-nonsense evaluation scorecard exposing vendor lock-in, data privacy risks, hallucination liabilities, and hidden ongoing fees.
[ THE COST OF INACTION ]
The Core Risk: Being bombarded by aggressive sales pitches from young marketing agencies who don’t understand tax laws or accounting ethics.
[ COMPLETE COMMITTEE TOOLKIT ]
- [ 01 ]15-Question AI Agency Partner Interview Matrix (.pdf)
- [ 02 ]Vendor Security & IRS Compliance Red Flag Sheet (.pdf)
- [ 03 ]Total Cost of Ownership (TCO) Comparison Calculator (.xlsx)
- [ 04 ]Done-For-You vs In-House Implementation Rubric (.pdf)
Want to read the full technical specification first? Read the open-web guide →
[ EVALUATION SCORECARD ]
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[ PACKAGE INCLUDES ]
- 15-Question AI Agency Partner Interview Matrix (.pdf)
- Vendor Security & IRS Compliance Red Flag Sheet (.pdf)
- Total Cost of Ownership (TCO) Comparison Calculator (.xlsx)
- Done-For-You vs In-House Implementation Rubric (.pdf)