Learn to build your own AI agents. Fifteen focused bundles. Multiple ways to start. Built for CPAs, EAs, bookkeepers, and firm owners running multi-service practices.
Choose any 5 of the 15 focused Pro Bundles. Lifetime access. Self-paced — no live commitments.
Lifetime access to the live Agent Sprint, plus the full Black Belt AI Workflow Engineering course included.
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 free, claim an agent, buy a focused bundle, add custom monthly builds, grab the Pick 5 bundle pack, or work live with Yvonne.
The AI for Accounting Heartbeat community. 450+ firm operators trading playbooks, prompts, and working agents. Friday Q&A session at 12pm CT. Welcome gift: the AI Starter Kit.
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), and Marketing (22). 11–22 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 Heartbeat community access.
Choose any 5 of the 15 live Pro Bundles and get them delivered to your registered email. Lifetime access. No live sessions. Already bought a Pro Bundle? Save 50%.
Learn to build your own AI agents. Join live Monday-through-Thursday build cycles, keep the Black Belt course, and return to future Sprint weeks for life.
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, focused agent products in the middle, and a live Sprint when you want to learn the build pattern yourself.