Hands-on AI training for teams, live online or in person in NYC and Philadelphia
AI training for accounting and professional services firms.
Your staff handle sensitive client files all day. Two 90-minute sessions set the rules and speed up the writing.
Where untrained AI use can hurt you
- Client tax or financial records in personal AI accounts.
- A number AI got wrong, sent in a client memo under your name.
- No written rule, so your best people avoid AI and others overshare.
Three tasks we work on in the sessions
- Client emails explaining a deadline or a change.
- First drafts of engagement letters and memos.
- Meeting notes turned into clean action items.
60+ people trained in 12 hands-on sessions
Get your team on the same page.
20-minute call. Tell me your team size and one task you want off your plate.