82% of AI initiatives never reach production. Not from bad technology — from no operating model. This is the governance checklist that makes AI board-defensible.
Six cryptographically-signed checkpoints between an AI model and a production outcome.
Verify financial data completeness and accuracy before AI processes it.
Full integration test with your tax preparation and accounting platforms.
Track when AI changes a calculation. Hash-verified comparison.
Risk-tiered: data entry auto, tax positions require partner review.
Every AI action signed for IRS defense and peer review.
Data retention, access controls, Circular 230 alignment.
Plus a 30-minute AI readiness assessment.
Or call 262.343.5680
No. The governance model applies to any organization deploying AI in cpa / financial.
No. The checklist is free. The 30-minute assessment is free.
Most AI committees approve projects but don't govern deployments. The gates are operational checkpoints.