W/P ref AI‑REG · Prepared for the firm’s own file
Build your firm’s AI Register.
Name the AI tools your accounting or CAS firm uses. Record what touches client information, what agreements you have read and how you track cost. Your printable register builds below. No email required; tool names and answers stay in this browser tab.
The tools are in place. Does the close still come back to you? Use a free, 20-minute Close Teardown with Owen to trace one handoff and the checking or preparation you still repeat. Book a free Close Teardown. No system access or client files needed.
Inventory
Which AI tools does the firm use on client work?
The chat subscriptions, and the AI features inside software you already pay for. Trade names are fine. If you find yourself guessing, that is the first finding.
The register names the tools. To examine what you still have to check or redo after the team uses them, book a free Close Teardown. Keep using and printing the register either way.
The register
No tools named yet
Your next step · free, 20 minutes
Tools listed. What do you still have to redo?
Choose one tool from this register and one typical monthly close. With Owen, trace how the team uses its output and where the checking, preparation or exceptions still come back to you. Discuss what is worth changing, what needs your judgment and where a system could help.
Ask for a one-page map on the call and Owen sends it within 48 hours. It is free and yours to keep.
For accounting and CAS firm owners with a delivery team. No system access, client files or purchase required. This is a conversation about your close, not a review or certification of your AI controls.
Name a tool above and the register starts assembling here.
Written by Owen Byram, who ran the close in private equity finance before building AI‑native platforms that draft to client ledgers in production.
Your tool names and answers stay in this browser tab, and this page asks for no email.
We record page visits, completion and destination clicks without those names or answers.
A prompt for a conversation — not accounting, tax or legal advice, and not an assurance engagement.
Byram Advisory Group · McKinney, TX · info@byram-advisory.com