Intuit QuickFest 2025 | Free Online Event | 21st - 22nd October
Contact us
Need help choosing a plan?
Created with Sketch. 1800 618 521 Schedule a call
Need help?
We're here for you.
Schedule call
Created with Sketch.

Is your firm prepared for the AI era?

This diagnostic highlights strengths and gaps across six key areas – leadership, tools, training, policy, momentum and innovation.


Your personalised report includes clear next steps to help futureproof your practice and build long-term advantage. 

  • It takes just 2 minutes
  • It’s completely free
  • Receive customised results instantly
A black and white image of a person holding a black and white clock.
A black and white photo of a street light.
The Intuit QuickBooks logo.


You’ll be scored against the following key areas:

Image Alt Text
Leadership

AI adoption starts at the top. When leaders share a clear vision, the firm moves with purpose. When they resist, progress stalls.


This area reveals how strongly your leaders are shaping AI into culture and strategy.

Image Alt Text
Tools

From Microsoft Copilot to ChatGPT, the tools you provide set the pace. Are they locked down, patchy or universally available?


This category shows how your firm equips staff with AI technology.

Image Alt Text
Policy

Policies can be blockers or enablers. Outdated rules slow everyone down, while clear, living frameworks give staff confidence to use AI responsibly.


Do your safeguards encourage innovation or stifle it?

Image Alt Text
Training

AI confidence doesn’t come from one-off workshops but from ongoing learning that keeps pace with change.


This score reflects whether your firm is making continuous development part of culture and strategy.

Image Alt Text
Momentum

Every journey needs a driver. Someone to keep the energy alive, usually your AI champion (or a committee of champions!).


This category highlights how your firm sustains progress and overcomes resistance.

Image Alt Text
Innovation

Innovation takes bright ideas and turns them into outcomes. Do you have structured ways to test, pilot and scale AI?


This measure tests whether you're building repeatable processes that accelerate growth.

A person holding a book in her hands.
A black and white photo of a street light.

Inbal Rodnay is a recognised leader in innovation with a focus on the practical application of AI in professional services.

AI Magic,

6 Steps to AI Mastery In Your Firm


Inbal Rodnay helps professional services firms unlock the power of AI and automation. She speaks to accountants, lawyers, and other professionals who want to move beyond dabbling and start using technology with confidence, strategy, and heart.


With a background in innovation leadership, Inbal brings a rare mix of technical expertise and real-world understanding.


Framework from AI Magic: 6 Steps to AI Mastery in Your Firm, by Inbal Rodnay.

Master AI in Accounting Event

Join this free event to experience real use cases, client-ready workflows, and the tools you can start using now, including Microsoft Copilot Chat and M365 Copilot, ChatGPT, and more.