A five-day, high-energy build sprint. You'll leave with real agents running inside your firm — client intake, reconciliation, 1099 runs, engagement letters, tax-prep support — and a Level 4 Elite AI Operator certification.
Each day is a single agent, built live, shipped into your real firm by end of day. Nothing theoretical. Nothing generic.
Collects W-9s, prior-year returns, bank statements, and advisory-scope questions from new clients — and formats the package for your team.
Reads bank feeds, matches transactions, flags exceptions, and hands a clean close package to the bookkeeper. Saves hours per client per month.
Drafts scoped engagement letters from a short firm-style intake — tax, bookkeeping, payroll, or CAS. Partner-reviewed in minutes, not days.
Reviews a draft return against prior year, flags variances, drafts preparer notes, and queues partner-review items. Cuts review-note rate.
Produces a client-facing monthly KPI summary with commentary — the opening wedge for any compliance-to-CAS upsell conversation.
The five daily builds are the guaranteed minimum. Top builders routinely ship 8–12 agents across every service line by Friday afternoon. Here's what's on the table.
Runs the close checklist, chases missing data, drafts the close memo.
Produces the monthly client statement package — P&L, balance sheet, commentary.
Pulls vendor data, validates W-9s, files the 1099-NEC / 1099-MISC run.
Builds mid-year projections and estimated-payment memos per client.
Collects W-4, I-9, state-specific forms; files to the payroll system.
Reconciles payroll, drafts 941 / state filings, flags exceptions for review.
Coordinates W-2s, 1099s, state filings, and year-end adjusting entries.
Builds the PBC request list, organizes responses, and tees up workpapers.
Scopes a Client Accounting Services proposal from a short partner brief.
Assembles the KPI pack, question list, and action items for the next advisory meeting.
Public, per-cohort. Counts agents shipped and service lines covered. Top builders get highlighted in every live session — and get priority on Office Hours with the Performance team.
Show up to all five days and ship the five core agents, and you leave with a Level 4 Elite AI Operator certification — the first hard commercial milestone on the ladder. If you do the work and don't certify, we refund the Sprint. That's the guarantee.
Three fields. One payment. You're in.
This is the first hard commercial milestone on the ladder — and the fastest before/after your firm will see this year. Register, show up, ship.
Register & Pay $899 →