Professional & Financial Services
AI workshops for Accounting & Bookkeeping Firms
An AI workshop for bookkeepers, controllers, and CPA firm staff built around the systems you already close books in — QuickBooks, Xero, and Bill.com. We train your team on using AI for client communication, spreadsheet cleanup, and first-pass analysis during the crunch of tax and close season.
What we cover
Delivered on-site at your office or live online, and scoped around how accounting & bookkeeping firms actually work — including the systems you already run, like QuickBooks, Xero, Bill.com — not a generic AI overview.
- Drafting client-facing explanations of QuickBooks or Xero financial statements in plain English
- Cleaning up and reconciling messy spreadsheets faster with AI assistance
- Templates for recurring client requests: reminders, checklists, and engagement letters
Related industries
Don't see your industry? Ask us — every session is scoped to your business, whatever it is.
Ready to bring AI training to your accounting & bookkeeping firms?
Tell us a bit about your business and we'll follow up within one business day with a recommended workshop format.