Community · Free

Join the AI Accounting community.

A private Heartbeat community for firm owners and operators putting AI to work inside bookkeeping, tax, payroll, and advisory. Free to join. Every Friday at 12pm Central, we're live in Heartbeat for a guaranteed 30-minute Q&A session.

Get my free Heartbeat access → See what's inside

What's inside.

Not a broadcast channel. A working Heartbeat community of firm operators trading playbooks, screenshots, and agents — with the team showing up live every Friday.

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The Friday Q&A Session

Every Friday, 12pm Central, 30 minutes. The team is live in Heartbeat to answer anything — agent prompts, workflow design, model picks, firm rollout. Guaranteed.

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Working Conversations

Members ship screenshots of what's actually running inside their firms. Reconciliation agents. 1099 workflows. Client-intake flows. Real firms, real work.

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Revenue / Execution / Risk

Every thread lands on one of the three axes every firm partner watches. Upsell wins, close-time cuts, review-note reductions — posted as they happen.

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Prompt & Agent Swaps

Members share prompts, system instructions, and full agent files in Heartbeat. Take what works, leave what doesn't. No gatekeeping.

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Firm Operators Only

The community is vetted — firm owners, ops leads, CAS / advisory leads. No vendors pitching, no agencies harvesting leads. It stays useful because it stays clean.

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Ahead of the Curve

Model releases, new agent patterns, firm-tech news — filtered through operators who already run real practices. Not a generic AI newsfeed.

The Friday Q&A Guarantee

Every Friday. 12pm Central. 30 minutes. We are there.

The rest of the week Heartbeat runs as a normal working community — members helping members. But that Friday session is a standing appointment. If you bring a question to the Friday Q&A, you get an answer from the team. Every week. No exceptions.

Fridays 12pm CT Live Zoom Session 30 min live

Get your Heartbeat access.

Three fields. We'll send the invite to your inbox — approval is usually same-day.

Questions, answered.

Is it really free? What's the catch?

Really free. No credit card, no trial, no hidden tier. The catch is we only let firm operators in — so the conversation stays useful. If you run or work inside a multi-service accounting firm, you're the audience.

What happens at the Friday Q&A Session?

Fridays at 12pm Central the team is live in Heartbeat for 30 minutes. Drop a question in the thread, we answer. Bring an agent you're trying to build, we'll walk through it. Bring a workflow that's stuck, we'll unstick it. Standing appointment, every week.

Is this just another AI community?

No. It's an accounting-firm-only Heartbeat community run by people who build agents inside firms. Every thread lands on bookkeeping, tax, payroll, audit, or advisory. Generic AI content lives on the open internet. This doesn't.

Will you pitch me other tiers inside Heartbeat?

We'll mention the Agent Sprint and Pro Bundles when they come up. That's it. The community's job is to be useful. If you want to climb the ladder, the links are on every page of this site.

Can I post my own firm's wins and questions?

Yes — that's the whole point. The community compounds when members post real work: screenshots of agents running, prompts that landed, workflows that broke. If you wouldn't show it to another firm owner, don't post it. Otherwise, post.