Bring one real job you already own. Build an AI Chief of Staff, a governed AI Agent Team, and an AI Executive Coach around the work — with live or on-demand training.
Legacy SBC (AIA) made this Humans + Agents Free Week available to you. Bring one real job you already own and build three connected systems around it.
Choose any 5 of the 21 focused Pro Bundles. Lifetime access. Self-paced — no live commitments.
April's free 15-minute Yvonne calls weren't demos. They produced real builds for real firms — document intake, reconciliation, engagement letters, tax prep, proposal generators, more. Those builds are the foundation of our growing agent library.
Real workflows. Real firms. Real agents. July turns the library into a live implementation track.
Seven public paths cover the common first moves: join the group, try the AI-Native Workday Free Week, claim an agent, buy a focused bundle, add custom monthly builds, or grab the Pick 5 bundle pack.
The AI for Accounting Facebook Group. 450+ firm operators trading playbooks, prompts, and working agents. Friday Q&A session at 12pm CT. Welcome gift: the AI Starter Kit.
Bring one real job and build an AI Chief of Staff, governed AI Agent Team, and AI Executive Coach around it. Complete orientation, then train live or use the recordings on your schedule.
Pick the pre-built agent that kills your worst weekly headache. We email it within 24 hours. One per person. No upsell. Don’t see what you need? Book a 15-min Yvonne call instead.
Pick 1 agent for $25 or any 5 for $99. The low-friction entry — same library, smaller commitment. Same delivery, straight to your email.
Curated by department — Bookkeepers (13 agents), Tax (11), Client Onboarding (11), Accounting Firm (21), Audit / Review / Quality (12), New Small Business (11), Payroll (11), CFO / Advisory (20), Small Business Operator (14), Practice Growth (14), Nonprofit Accounting (16), Law Firm (17), Construction (18), Forensic Accounting (17), Marketing (22), Real Estate (30), Restaurant Accounting (25), E-commerce Accounting (25), Therapist Accounting (14), Nail Salon Accounting (36), and Hair Salon Accounting (31). 11–36 agents per bundle. Buy one, buy several, buy them all.
Recurring custom agent builds for your actual workflow, with monthly Workflow Lab attendance, Wednesday noon Q&A, and Facebook Group access.
Choose any 5 of the 21 live Pro Bundles and get them delivered to your registered email. Lifetime access. No live sessions. Already bought a Pro Bundle? Save 50%.
Elite AI Operators improve the three things every firm partner watches. Revenue gets the meeting. Execution keeps the gains. Risk protects them.
Proposal win-rate, client expansion, and the upgrade from compliance work into Client Accounting Services and advisory. The fastest money in the firm.
Realization rate, monthly close turnaround, tax-prep cycle time, utilization — and automation of reconciliations, 1099 runs, engagement letters, and client reporting.
Review-note rate, partner review load, IRS / state / SOC compliance posture, and data security — reduced while the firm adopts AI, not increased.
One person inside the firm who can improve Revenue, Execution, and Risk with AI — across every service line. That's the job. We train, certify, and compound that operator.
We serve a specific practice shape — not a single service line. If your firm looks like the “In Scope” column, you're the audience.
One person inside your firm. Usually already thinking about AI. Likely to lead the shift, not just participate in it.
You own both the book of business and the operations. AI is either your leverage or your liability. The Operator role gives you the leverage.
You already run the back office. AI makes the back office 10× smaller. The Operator role makes you the person who ran that shift.
You're responsible for growing advisory revenue. AI is how you pitch, deliver, and retain advisory at 3× the margin. The Operator role is your fastest path.
Free entries at the top of the ladder, including a guided AI-Native Workday week, with focused agent products and custom support when you are ready to go further.