Industry track
For Accounting
AI is the new staff accountant. You stay the CPA.
A human-first AI track for accounting teams: managers who review, carry the compliance, and own the client relationships, and staff who handle the daily entries, reconciliations, and documentation. AI carries the repetitive drafting at staff-accountant speed; you keep the judgment, the numbers, and the signature. Built around the reality of a small firm: tax-season bottlenecks, manual handoffs, 1099 and W-9 season, and the confidentiality line that never moves.
Review, compliance, client strategy, sign-off
Daily entries, reconciliation, documentation
Pick your side with the "I am a" toggle in the top bar (on phones, it lives in the menu). It floats your side's exercises to the top of each module. Nothing is hidden.
The modules
- 01 beginner 20 min
Reframing AI for Accounting
Stop thinking "AI is for tech firms." It is the staff accountant that does your repetitive drafting: fast, tireless, and confidently wrong unless you check it. You stay the CPA. Money, compliance, and the signature never leave your hands.
foundationsmindset - 02 beginner 30 min
Build Your Practice Context Document
A one-page "About my practice" you paste at the top of every AI chat about your work, so you stop re-explaining the firm and the drafts stop coming back generic. Build it with the Practice Context Document tool, and draw the confidentiality line that holds for the whole track.
contextworkflow - 03 intermediate 50 min
Client Documents & Reconciliation
Speed the two jobs that eat the most staff time: triaging an inbound client document set and turning a finished reconciliation into a plain-language client summary. AI structures and drafts; every figure is yours, verified, and client identifiers never go in.
documentsreconciliationapplied - 04 intermediate 50 min
Tax Research & Advisory Prep
Compress research from hours to minutes and walk into advisory meetings prepared. AI drafts a grounded research memo and a client briefing; you verify every authority and decide what is advice. The fabricated-citation risk is the whole reason this module exists.
researchadvisoryapplied - 05 intermediate 45 min
Systematize Your 1099 / W-9 Season
Turn the annual 1099 and W-9 scramble into a documented, repeatable, AI-assisted workflow with human checkpoints on every filing and threshold, the kind a staff accountant can run the same way every year. You confirm every threshold against current IRS guidance, because they change.
workflowsop1099applied - 06 intermediate 40 min
Hard Conversations: Practice with AI
Use AI to play the person you have to reach, a skeptical partner, a fee-pushback client, or a disorganized first-timer, so you can practice the hard conversation before it counts. Win them over; do not out-argue them.
simulatorpractice - 07 intermediate 25 min
The Prompt Architecture: T.E.C.R.E.I.
Stop hunting for clever wording. A reliable prompt has six parts. Fill all six and the quality stops being luck.
promptingframeworkfoundations - 08 advanced 30 min
Advancing Prompting
Once the architecture is solid, these six techniques raise the ceiling: reverse, recursive, self-critique, deeper reasoning, debate, and creative temperature. Optional depth: be comfortable with the T.E.C.R.E.I. basics first.
promptingadvanced - 09 intermediate 25 min
Mastering AI Research
AI invents facts when it has none. Research mode fixes that by grounding every answer in sources you trust. Includes NotebookLM fundamentals.
researchnotebooklm
Build once, reuse everywhere
Your Practice Context Document
Build the one-page "About my practice" you paste at the top of every AI conversation about your work, whether you review and sign or handle the daily entries. Answer these once, then reuse it on every client; update it when a real thing changes and otherwise leave it alone. Keep client identifiers out entirely: no names, SSNs, EINs, account numbers, or specific taxpayer data. Describe clients in patterns and use role labels like "the Client," "Vendor A," and "the Owner."
Open the Context Document builder →