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
- 0115-Question AI Agency Partner Interview Matrix (.pdf)
- 02Vendor Security & IRS Compliance Red Flag Sheet (.pdf)
- 03Total Cost of Ownership (TCO) Comparison Calculator (.xlsx)
- 04Done-For-You vs In-House Implementation Rubric (.pdf)
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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)