Starts Wednesday, May 6th

AI is transforming accounting.
Are you ready?

Group coaching built for accountants, bookkeepers, and accounting firm leaders who want to become AI operators — not get left behind.

Register & Pay — $500/mo See What's Included
4
Live Sessions
$500
/month (usually $1,000/hr)
1 Free
AI Agent Built for You
May
Every Wednesday
Normally $1,000/hour
$500/mo
4 live group coaching sessions · Every Wednesday in May
May 6
Session 1
May 13
Session 2
May 20
Session 3
May 27
Session 4
Register & Pay Now

Built for people like you

Whether you're running a firm, managing the books, or leading a team — AI is changing how accounting works. This coaching gets you ahead of it.

📈

Firm Owners & Partners

Lead your firm's AI transformation. Understand what to automate, where to invest, and how to build a culture of AI operators across your practice.

📝

Accountants & CPAs

Become the AI operator your firm needs. Learn to use AI across tax, audit, advisory, and client service — and multiply your impact.

📚

Bookkeepers

Automate the repetitive work. AI can handle reconciliations, data entry, and client reporting — freeing you to focus on higher-value advisory work.

What's included

Everything you need to become an AI operator in accounting — in just four weeks.

🎓

4 Live Group Coaching Sessions

Every Wednesday in May. Live instruction, real-time Q&A, and hands-on exercises. Learn directly from practitioners who've done this across hundreds of firms.

🤖

1 Free AI Agent Built for Your Firm

We build a custom AI agent for your firm — at no cost. Pick a workflow (client intake, reconciliation, reporting, engagement letters) and watch it come to life.

📹

Full Session Recordings

Can't make every session live? No problem. Full recordings delivered after each session so you can watch on your own time.

👥

Executive Peer Group

Join a cohort of accounting professionals navigating the same AI transition. Share wins, challenges, and strategies with people who get it.

🛠

Frameworks & Templates

Walk away with ready-to-use AI workflows, prompt libraries, automation blueprints, and implementation roadmaps built specifically for accounting.

🚀

Become an AI Operator

This isn't theory. You'll leave with working AI systems, a clear implementation plan, and the skills to lead AI adoption at your firm or in your own practice.

🤖

We'll Build You a Free AI Agent

Every firm gets one AI agent built completely free. You pick the workflow — client document intake, reconciliation, tax prep support, engagement letters, client reporting — and we build it for you. See exactly what AI can do for your firm before spending a dollar.

Normally $10,000–$15,000. Yours free as part of the coaching.

The schedule

Four Wednesdays. One month. Everything changes.

Wednesday, May 6
Session 1 — Foundations of AI for Accounting
Wednesday, May 13
Session 2 — Building Your First AI Workflows
Wednesday, May 20
Session 3 — Scaling AI Across Your Practice
Wednesday, May 27
Session 4 — Implementation & Next Steps

Can't make the live sessions?

No problem. You'll get the full recordings from every session — and we'll still build you a free AI agent specifically for your firm. You get the knowledge and the proof, on your schedule.

✓
Full session recordings
✓
Free AI agent build
✓
All frameworks & templates

Register & pay

Fill in your details and pay — one step, you're in. Coaching starts May 6th.

You'll be taken to PayPal to complete your secure payment after submitting.

Frequently asked questions

What if I can't attend every live session?
No problem. Full recordings are provided after every session. You'll also still receive your free AI agent build and all frameworks and templates, regardless of live attendance.
How is this different from other AI courses?
This isn't a course — it's live group coaching built specifically for accounting professionals. You get personalized guidance, a peer group of fellow accounting leaders, and a free AI agent built for your actual firm. You walk away with working systems, not just theory.
What kind of AI agent will you build for my firm?
You choose the workflow. Common picks include client document intake, reconciliation automation, engagement letter generation, client reporting, and tax prep support. We build one agent completely free — normally a $10,000–$15,000 value.
Do I need technical skills?
Not at all. The coaching is designed for accounting professionals, not developers. You'll learn to direct AI as an operator — telling it what to do, not writing code.
What's the time commitment?
One live session per week on Wednesdays in May (May 6, 13, 20, 27). Each session is designed to be high-impact and actionable. Between sessions, you'll have optional exercises to apply what you've learned.
Why $500/month when you normally charge $1,000/hour?
We're building a community of AI operators in accounting. This cohort pricing lets us work with more professionals at once while you get access to the same expertise at a fraction of the cost. This rate won't last.
Can my whole firm join?
Absolutely. We encourage it. The more of your team that becomes AI-literate, the faster your firm transforms. Reach out about group pricing for teams of 3 or more.

AI is changing accounting.
The only question is whether you lead it.

4 live Wednesdays in May. $500/month instead of $1,000/hour. A free AI agent built specifically for your firm. Everything you need to become an AI operator in accounting.

Register & Pay Now