StratenAI
CPA deployment intake

Tell us your books. We configure the capacity.

A five minute intake that scopes your governed CPA deployment. Mostly tap to answer. Your responses set which agents go on shift, how they are sized, and the governance gates your team signs behind.

Under five minutes · Tap to answer · Capacity, never authority
Section one

Who we are building for

So advisory can reach you and tailor the brief.
Professional servicesSaaS / TechE-commerce / Retail HealthcareConstruction / Real estateManufacturing Nonprofit / Public sectorOther
1 to 1011 to 5051 to 200200 plus
Please add company, your name, and a valid email above.
Section two

How the books run today

This sizes the deployment and tells us where to integrate.
QuickBooksXeroNetSuiteSage WaveSpreadsheets onlyOther
Founder / meIn-house bookkeeperOutsourced firmNo one consistent
Under 100100 to 500500 to 2,0002,000 plus
1 to 23 to 56 plus
Section three

What you want on shift

Select every function you want the deployment to carry. Each maps to a named agent.
Bookkeeping & categorization AR & invoicing AP & bill pay Revenue recognition Month-end close Reporting & CFO insight Forecasting & FP&A Payroll support Tax & sales tax
Not sure? Pick the pain. We will recommend the rest.
Always behind on the booksClose takes too longNo cash visibility Collections / overdue ARCompliance / audit riskReporting is manual
Select at least one function or a pain so we know what to deploy.
Section four

Your governance gates

Agents prepare and recommend. Your people approve and post. Set the gates.
$1,000$5,000$10,000$25,000Every entry
Yes, alwaysAbove a thresholdNo
Section five

How you recognize revenue

Shown because you selected revenue recognition. Sets the Revenue agent policy.
One-time / immediateSubscription / recurring Milestone / projectUsage-basedMixed
Last one

Anything else we should know

Deadlines, a messy account, an upcoming raise or audit. Optional.
On submit we generate an intake brief PDF and route it to advisory. Every deployed output is reviewed and signed by your team.
PDF goes to advisory@velorstrategy.com

Your intake brief is ready.

We have generated your CPA deployment brief. Advisory will review it and come back with a scoped agent blueprint.

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