JM DIGITAL

AI Integration & Digital Transformation

Strictly confidential

AI Integration & Digital Transformation

AI Readiness & Needs Assessment

Prepared for Ganem Global CPA

ARIA · your AI concierge

About 15–20 minutes. There are no wrong answers — the more candid you are, the sharper our recommendations.

JM DIGITAL

AI READINESS & NEEDS ASSESSMENT — GANEM GLOBAL CPA

Name: —

Role / title: —

Date: —

01 · Your Firm at a Glance

In one or two sentences, how would you describe what Ganem Global does and who your clients are?

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Roughly how many active clients do you serve, and how is that split between businesses and individuals?

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What share of your clients are French companies setting up or operating in the US, versus other types of clients?

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Which services generate the most revenue today (e.g. bookkeeping, tax filings, payroll, company formation, advisory, business plans)?

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Is the business growing, stable, or stretched? Are you currently turning work away or struggling to keep up?

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02 · Team & Organization

How is the team structured across your two offices (Hollywood and North Miami Beach)? Who does what?

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Which roles or people are the busiest — where is the team most often the bottleneck?

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In which languages do you serve clients (French, English, Spanish, other), and how often does language switching create extra work?

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Are there tasks only one or two people know how to do, that would cause problems if they were unavailable?

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03 · Core Workflows — How the Work Gets Done

Client onboarding: how does a new client get set up (documents collected, accounts created, information entered)?

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Bookkeeping & accounting: how are transactions recorded, categorized and reconciled? How much is manual?

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Tax preparation & filings (corporate and individual, US and French): what does the process look like at peak season?

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Payroll and social/tax declarations: how are pay slips and filings produced and checked?

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Cross-border work (France–US): what makes coordinating with French accounting teams or authorities time-consuming?

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Advisory, business plans and due diligence: how much of this is research, drafting and formatting done by hand?

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04 · Tools & Systems

Which accounting, tax and payroll software do you use (e.g. QuickBooks, Drake, Gusto, ADP, others)?

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How do you store and organize client documents and files today?

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How do you manage tasks, deadlines and who-is-doing-what across the team?

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Do your main tools talk to each other, or is data re-entered manually from one system to another?

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Which tool or system causes the most frustration, and why?

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05 · Client Communication

How do clients usually reach you (email, phone, WhatsApp, portal, in person), and how much time goes into answering routine questions?

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What questions do clients ask over and over again?

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How do you chase clients for missing documents or information, and how much of a pain point is this?

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Do you have a client portal or shared workspace? If so, how well does it work?

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06 · Marketing & Business Development

How do new clients typically find you today (referrals, French expat community, online, events)?

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Do you currently do any marketing — website, newsletter, social media, content? Who handles it?

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Would attracting more of the right clients be a priority over the next year, or is capacity the bigger constraint?

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What makes a client a good fit for Ganem Global — and what makes one a poor fit?

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07 · Pain Points & Time Drains

If you could magically remove one repetitive or tedious task from your team’s week, what would it be?

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Where do errors, re-work or delays most often happen?

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Which tasks feel low-value but unavoidable — work that has to be done but doesn’t require expert judgment?

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When the team works late or during crunch periods, what are they usually doing?

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08 · Data, Security & Compliance

What types of sensitive data do you handle (e.g. SSNs, financial statements, personal tax data, banking details)?

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Are there rules or standards you must follow regarding client data (US, French/GDPR, professional/CPA obligations)?

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Are there any tasks or data you would NOT want handled by an AI tool under any circumstances?

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Who in the firm makes decisions about software, data and security?

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09 · Goals & Success

What would make this project a clear success for you, twelve months from now?

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Which matters most right now: saving time, increasing capacity without hiring, reducing costs, growing revenue, or reducing errors? Please rank them.

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Are there specific outcomes you have in mind — for example, handling more clients with the same team, or freeing up senior staff for advisory work?

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Has the firm tried any AI or automation tools before? What was the experience?

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10 · Practicalities

What kind of budget range do you have in mind for improving how the firm operates?

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Is there a timeline or season we should work around (for example, avoiding tax season for big changes)?

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Who from your side will be our main point of contact, and who else should be involved?

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How does the team generally feel about new technology — enthusiastic, cautious, or somewhere in between?

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Strictly confidential — prepared via the JM Digital AI concierge.