AI Governance & Policy-in-a-Box

AI Governance & Policy-in-a-Box

A complete, ready-to-adopt AI usage policy, client-data governance framework, and staff training programme — built for the specific regulatory exposure of accounting and advisory practices, not a generic template.

$6,000–$14,000 · 3–5 weeks

Final scope and fee depend on firm size, how many existing policies you’re consolidating, and which systems are in scope — confirmed after a short diagnostic conversation, not before.

A senior professional reviewing a bound policy document at a desk, glasses on

Who it’s for

Firms where staff are already using AI tools informally, and leadership knows client confidentiality and professional-standards exposure is building up unmanaged.

Why it works

It closes the governance gap before it becomes a professional-standards incident, and it gives partners something concrete to show clients and regulators — not just a promise that AI use is “being looked into.”

Close the gap before it becomes an incident