FOR ACCOUNTING AND CPA FIRM LEADERS

Ten hours of hands-on AI. Your C-suite's best AI investment.

In 10 hours, every leader on your C-suite learns to use AI in their own daily work and measures what it gives back: hours & money saved, better decisions made.

Book a 30-minute conversation
See what you’ll learn

In the AI era, leaders can't afford to fly blind.

To lead teams well today, leaders need at least the basics of AI: what it can do, where it fits in the firm, and what it returns. Without that, companies keep buying AI licenses faster than their leaders can measure what they deliver, decide where to apply them, or get their teams using them every day.

Give the C-suite the right AI knowledge and it works more efficiently and makes better decisions about the company.

92% familiar. Only 14% extremely.

Nearly all accounting firm leaders say they are familiar with AI applications in accounting. Few rate themselves extremely familiar.

BILL and NewtonX survey of 207 accounting firm leaders, reported by CPA.com, March 2026.

Only 18% track the return.

Only 18% of professionals surveyed say their organization tracks the return on its AI tools.

Thomson Reuters Institute, 2026 AI in Professional Services Report, Feb 2026. Covers legal, tax, accounting and other professions.

Your best AI investment is yourself.

A fixed price per seat, with the baseline, the coaching, the follow-through and the scorecard included.

$5,000

per seat

Special price for your whole C-suite team, up to five people: $20,000.

Hands-on coaching for the whole C-suite, in your own work.

Not a lecture and not a generic course. Each leader works on real tasks from their own role, so they learn to use AI in daily work and see what it gives back to them.

  • Get hours back from the work that repeats every month and quarter.

    Build an AI-assisted workflow for one recurring process, and measure the time it saves.

  • Answer the question you will be asked: what did AI return?

    Set a baseline in week one and read a scorecard in week four, in the numbers your partners trust.

  • Make the AI your people already use safe, approved and measured.

    Work inside the tools and policies your firm already has, with client data handled the way you require.

  • Decide on AI with your own numbers, not a vendor's.

    Know where AI helps your goals and where it does not, before you spend more.

10 hours of one-on-one coaching, over four weeks.

With an expert who has helped other leaders through this, in Microsoft Copilot or Claude, spread out so it fits a full calendar.

Week 1

Baseline and first wins

Group kickoff, then one-on-ones. Record how your leaders use AI and where time goes today.

Week 2

Hands-on with your cases

Work through your firm's own processes with your coach.

Week 3

Room to apply it

More time to work on your own, plus one question-and-answer session for the whole team.

Week 4

Scorecard and close

Work independently with us on call, then a one-hour session that compares the baseline with the result.

What you will know at the end: what AI gives back to you.

In week one we take a baseline. In week four we measure the same things again. The difference is how many hours AI can give back to you, what that is worth in dollars, and where it sharpens your decisions.

Week 1 baseline

1 of 5 leaders use AI on real work each week

38 hours a month on the monthly reporting pack

1 of 5 can name where AI applies in their own area

2.2 out of 5 confidence using AI

Week 4 scorecard

5 of 5 leaders use AI on real work each week

22 hours a month on the reporting pack: 16 hours saved, 42%

5 of 5 can name where AI applies in their own area

4.1 out of 5 confidence using AI

* The dollar value comes from your own numbers: hours saved times months times your firm's blended hourly rate. The figures shown are illustrative examples of the format, not client results.

Built for one firm at a time

Self-paced courses give every learner the same slides. This is built around your firm's processes, your tools and your people, so the result is your

Talk it through for 30 minutes.

Tell us about your firm, and we will tell you honestly whether the four weeks fit. Pick a time as soon as you submit.