See what a $99 AI Assessment looks like before you buy one.
This is the full seven-page report I would hand a three-person bookkeeping firm: a time inventory, seven ranked AI opportunities, a data-safety review, tool costs, and a 30-day plan. The client is fictional. The format is exactly what you get.
- Seven pages, written in plain language
- Shows the hours math behind the guarantee
- Includes the tasks I said no to, and why
- No new software required for this client
Written by Omani Reed, a cloud security engineer who sets up AI for small businesses without leaking their client data.
Get the sample report
Enter your email and the PDF is yours on the next page. I may follow up once with a note about the assessment. No list, no drip.
The same six sections every real assessment has
The sample client is Brightline Bookkeeping, a made-up three-person firm with 45 clients and a lot of sensitive data. I picked a bookkeeping firm on purpose: if AI can be set up safely there, it can be set up safely almost anywhere.
A weekly time inventory
Where the owner's hours actually go, task by task, before any tool is mentioned.
Seven opportunities, ranked
Hours saved against setup effort and data risk, with a plain verdict on each: do first, month one, or not yet.
Where AI should not go
The tasks I told this client to keep away from AI for now, and why. Most audits skip this part.
A data-safety review
What the business handles, where each category is allowed, and the three settings to change before the first prompt.
Tools and real costs
What to use, what it costs per month, and what you already pay for. This sample needs $0 in new software.
A 30-day action plan
One change a week, with the security work first, and a way to measure the hours at the end.
Want one built from your week instead of Brightline's?
The real assessment is $99, takes two to three days, and comes with the same guarantee: find five hours a week or you don't pay.