The Firm is built for accounting and tax practices

Thanks for the straight answer on the form. It means I can give you one back.

The Firm installs AI into the year end and advisory cycle: the initial queries that go out to clients, the workpapers, the review, the tax planning. That cycle is the engine of the whole program, and a bookkeeping and BAS practice does not run it. You would be paying for a lot of machinery with nothing to bolt it to.

That is a fit problem today, not a no forever. Bookkeeping firms have their own version of this and it is a good one. It is not something we sell yet. If that changes, you will hear about it.

In the meantime the workshops are open to anyone, and they are the same material we teach members. Come to the next one, build the thing on the day, and take it home with you.

Ten minutes. I’ll ask about your firm and where you’re at with AI, and you’ll leave knowing your next step. That might be the monthly workshops, it might be a plan we build together, or it might be that I’m not your guy and here’s who is.