Accountants and Bookkeepers: Reclaim 5-10 Hours Every Week
Learn how to safely automate repetitive accounting workflows, respond to clients faster, and increase your firm’s capacity, without coding or compromising professional oversight.
You didn't start your accounting firm to grind through endless data entry and 60-hour workweeks. Accurately automate your repetitive workflows, protect your margins, and scale your firm's capacity without compromising data security or accuracy, or writing a single line of code.
Routine Work Is Limiting Your Firm’s Capacity
Lost Hours on
Repetitive Work
Routine document collection, endless email follow-ups, transaction classification, and basic research drain valuable time that should be spent advising clients or growing your practice.
Client Delays
Straining Your Team
Missing documents and repeated client follow-ups stall engagements, create deadline pressure, and frustrate your staff during busy seasons.
More Clients Equals
More Stress
Without scalable automation, every new client brings more manual overhead, making growth harder to sustain and eroding your profit margins.
A Proven AI Framework Built Specifically for Accounting Reality
Generic AI courses teach theory and vague prompts, ignoring security, compliance, and strict accuracy. Because accounting demands zero error tolerance, we provide the exact guardrails you need to automate safely.
100% Privacy & Security Focused: Master frameworks designed to safeguard confidential client data and maintain professional compliance.
Accounting Specific Workflows: Access tested, proven prompts and AI agents built specifically for tax research, bookkeeping, document review, and client communication.
Human-in-the-Loop Safeguards: Implement verification protocols so you retain full professional oversight.
Your 3-Step Path to an AI-Powered Practice
Audit & Identify
Analyze your current operations to locate the exact bottleneck tasks costing your firm the most billable hours and administrative stress.
Build & Protect
Deploy pre-built workflow automations, custom prompts, and strict privacy safeguards during guided, hands-on 12-week implementation sessions.
Reclaim Time
Automate administrative tasks, respond to clients faster, improve profit margins, and build workflows to help you reclaim to 5-10 hours per week.
Everything You Need to Safely Automate Your Practice
Live Guided Training
1-hour weekly training sessions focused on step-by-step practical implementation. Never feel lost or technically overwhelmed.
Plug-and-Play Workflows
Battle-tested prompt libraries, email templates, and SOPs. Save time instantly without building prompts from scratch.
Expert Coaching &
Office Hours
Get 1-hour weekly Q&A sessions with AI/accounting experts plus 15-minute 1-on-1 weekly check-ins. Get instant answers for your firm’s unique tech stack.
Safety & Compliance Protocols
Data protection blueprints and review checklists. Complete peace of mind knowing your client data remains secure.
What Life Looks Like Before vs. After the Accelerator
Without the AI Accelerator
Working 60+ hours a week during tax and audit peak
seasons.
Lost profit margins due to high administrative overhead.
Anxiety about falling behind tech-savvy competitors.
Delays and back-and-forth client communication friction.
With the AI Accelerator
Reclaiming 5–10 hours per week for family, rest, or
strategic advisory.
Higher profit margins by completing routine work in a
fraction of the time.
Confidence as an innovative, forward-thinking
financial leader.
Polished, instant client updates that build long-term trust.
Meet the Team of Professionals
Tyler Small, M.S.
Owner and Program Director
AI transformation and organizational change expert with 10+ years of experience leading large-scale corporate learning and designing AI-driven programs for Fortune 500 companies and universities.
Joseph Hellewell, M.S.
Technical Accounting Advisor
20+ years of corporate accounting experience specializing in reconciliations, fixed assets, and data analytics. Adjunct professor teaching AI, Excel, Power BI, and automation modeling.
Hayden Sorensen
Tax Strategy Advisor
Strategic tax consultant specializing in high-growth R&D tax incentives and corporate tax planning. Former Big Four (PwC) consultant advising aerospace, defense, and engineering sectors.
Frequently Asked Questions
Do I need technical or coding experience?
No coding or technical background is required. If you can send an email and use standard browser-based software, you have all the technical skills you need. We focus exclusively on practical, no-code AI tools and ready-to-use prompt templates designed specifically for accounting workflows.
How much time should I set aside each week?
Plan for about 2 to 4 hours per week. This includes a 1-hour live tactical training session, 1 optional office hour for custom troubleshooting and 1 to 2 hours of hands-on implementation. The program is designed for busy practitioners. Our goal is to help you save time, not create a second job.
How do you address client confidentiality and data security?
Data security is our top priority. We do not teach you to enter sensitive client information into public AI models. Instead, we show you how to use enterprise-grade security settings, zero-data-retention environments when available, and data-anonymization techniques. These practices can help your firm protect client information while supporting its professional and regulatory obligations.
Will this work with my current accounting software?
Yes. Our frameworks are completely software-agnostic. Whether you use QuickBooks Online, Xero, Drake Tax, Canopy, Karbon, or traditional spreadsheets, the AI workflows we teach overlay on top of your existing tech stack without forcing you to switch platforms.
Is this program suitable for solo practitioners?
Absolutely. Solo practitioners often see the highest relative return on investment because they handle everything themselves. Reclaiming 5–10 hours of administrative time each week can create meaningful additional capacity without the cost of hiring another employee.
What is the investment?
The total program tuition is $697. This full 12-week accelerator includes live tactical sessions, ready-to-use AI prompts, step-by-step workflow blueprints, and ongoing support.
Ready to Reclaim 5-10 Hours Every Week?
Don't let manual backlogs hold your firm back. Secure your seat in our October 2026 cohort and automate your practice.
