0σ · Bright Functional · CPA / Financial Services

12 Governance Gates Every CPA Firm Needs Before AI Goes Live

Built from $4B+ in M&A pipeline and certified delivery discipline. Every CPA firm buys AI. Almost none ship it to production. Here is the governance gap.

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$4B+M&A Pipeline
PMPCertified
287%Prod ROI
-34%Pilot-Only ROI
Inside the Checklist

12 Gates. Zero blind spots.

01

Financial Data Integrity Gate

General ledger, trial balance, and tax inputs verified before AI touches them.

02

Integration Test Gate

Full test suite must pass against live tax, audit, and ERP systems before promotion.

03

Change Verification Gate

Hash-verified artifact comparison.

04

Human Approval Gate

Risk-tiered: above 85% auto, 70-85% validate, below 70% escalate. Client output always human.

05

ProofPacket Signing

HMAC-signed audit trail.

06

Client Confidentiality Gate

[Download for gates 6-12]

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