R.A. Clifton™STRATEGY • ADVISORY • FINANCIAL INTELLIGENCE
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AI-FIRST CPA & BUSINESS ADVISORY

See Your Business More Clearly.Make Smarter Decisions.

R.A. Clifton helps ambitious small and mid-sized businesses turn financial and operational information into practical intelligence—combining CPA expertise, business advisory, AI, and automation to improve efficiency, profitability, and long-term growth.

Discover Your AI Readiness Score →
  • ◷ About 5 minutes
  • ◇ No cost during pre-launch
  • ▣ Private and secure
Executive advisor
REAL INSIGHTS.
Revenue$7.4M↑ 12%
Margin36.7%↑ 3.2%
Cash$963K↑ 18%
◷ PRE-LAUNCH ACCESS

Complimentary for a Limited Time

Get early access to our AI-powered business assessments. Future access may require purchase.

Tell Us What Interests You →

COMPLIMENTARY BUSINESS ASSESSMENTS

Choose What You Want to Discover

Take a short, interactive assessment and get personalized insights to help you make better decisions, improve efficiency, and uncover new opportunities — powered by real business intelligence, not guesswork.

Your AI Readiness Score

72 /100
Good Foundation

You're on the right track.
There are several key opportunities
to increase efficiency and growth.

Your Scores by Category

Strategy & Vision
68
Data & Financials
74
Processes & Operations
62
Technology & Tools
71
People & Adoption
76
Top Opportunity

Automate repetitive tasks to save time and increase profitability.

AI
Free — Pre-Launch

AI Readiness Score™

How ready is your business?

Discover where you stand, what's working, and where AI can create the biggest impact.

◷ ~5 minutes

Get Your AI Readiness Score →

AI Opportunity Finder™

Where are our biggest AI opportunities?

Identify the top areas where AI can save time, reduce costs, and drive growth.

◷ ~5 minutes

Find Your Opportunities →
$

Financial Clarity Score™

Can you trust your numbers?

See how your financial systems measure up and where to improve for clearer, more confident decisions.

◷ ~5 minutes

Get Your Clarity Score →

Business Intelligence Score™

Are we turning information into action?

Get a complete view of how well your business turns data into insights, decisions, and growth.

◷ ~5 minutes

Get Your Intelligence Score →

Not sure where to start?

Tell us what you want to improve.

R.A. CLIFTON RESEARCH

AI for Small Business:
The Case for Starting Now.

AI adoption is accelerating—but that doesn't mean every small business needs a massive AI transformation.

The research points to a more practical approach: start small, put the right guardrails in place, measure what works, and build capability over time.

The bigger question is no longer simply whether your business should “use AI.” It's where AI can create meaningful value—and how to begin without creating unnecessary risk.

01ADOPTION IS ACCELERATING
58%

Small-business generative AI use reported in 2025.

Up from 23% in 2023 in the same U.S. Chamber survey series.

02THE VALUE CAN BE PRACTICAL
5HOURS

Median owner time reportedly saved each week among surveyed small businesses using AI.

Plus 11.5 employee-hours per week in the same SMB research.

03THE APPROACH MATTERS
START SMALL

The research does not support blindly transforming everything at once.

Successful adoption depends on choosing the right workflows, setting guardrails, measuring results, and expanding what works.

A PRACTICAL POINT OF VIEW

You Don't Need an AI Transformation.
You Need a Smart Place to Start.

For most small businesses, the opportunity isn't replacing people or rebuilding the company around AI.

It's identifying repetitive work, information bottlenecks, slow processes, and missed opportunities where AI could help your people work better.

Start with one worthwhile problem. Protect sensitive information. Keep humans responsible for important decisions. Measure the result. Then decide what deserves to scale.
GOVERNPILOTMEASUREEXPAND

A practical path from AI curiosity to business capability.

A GOOD FIRST STEP

Not Sure Where Your Business Stands?

You don't need all the answers yet. A good first step is understanding your current AI readiness, where opportunities may exist, and what deserves attention first.

Discover Your AI Readiness Score →

THE 5 W'S

A Smarter Business Starts With Insight

A short, online assessment that gives you a personalized score and key insights.

Learn How It Works

What?

A short, online assessment that gives you a personalized score and key insights.

Why?

Identify opportunities, reduce risk, and make smarter decisions.

Who?

For business owners and leaders who want to grow, improve efficiency, and stay competitive.

When?

In just 5 minutes — no technical knowledge required.

How?

Online, from anywhere. Your information is private and secure.

Who We Are

R.A. Clifton, CPA is a founder-led advisory firm combining 30+ years of accounting, finance, and business experience with AI and modern tools.

Learn More About Us

What We Do

We provide AI-first advisory, financial analysis, and business intelligence solutions — from bookkeeping and CFO advisory to strategy, automation, and growth planning.

Our Solutions

Who This Is For

Ambitious small and mid-sized businesses (generally $500K–$50M in revenue) across professional services, home services, e-commerce, agencies, healthcare, and other growing industries.

See If It's Right for You

How You Benefit

  • ✓ Clearer insights and visibility
  • ✓ Greater efficiency and lower costs
  • ✓ More profitable decision-making
  • ✓ A roadmap for AI and automation
  • ✓ A trusted partner for long-term growth
See Real Results

STAY AHEAD

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Better Businesses Build Brighter Tomorrows.

Get early access to insights, tools, and resources designed to help you build a smarter, stronger business.


Trusted Expertise
30+ Years

Modern Tools
AI-Enabled
👥
Real Results
Real Businesses

National Service
Virtual-First

Let’s Build a Smarter Tomorrow — Together.

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