What You'll Get in the Lessons Join today and get instant access to:
- Monthly AI & Automation Projects: Hands-on walkthroughs - tailored to student suggestions.
- Vetted Tools: I’ve cut through the noise, teaching only the solutions I rely on (and that actually work).
- On-Demand Videos: Learn at your pace and pause while working along.
- A Proven Playbook: The exact strategies that scaled my business, now yours to steal.
These lessons are also available in our Campus Pass and CPE Pass. This standalone course includes only the Electives (AI and Automations) and no Excel training.
Note: if you are a CPA, please note these lessons are NOT offered for CPE credit.
Frequently Asked Questions
- What exactly are the AI and automation lessons?
- These are hands-on, step-by-step projects teaching you how to use tools like Zapier, ChatGPT, Grok, Airtable, and more to automate tasks outside Excel. Think syncing data, streamlining workflows, or cutting manual work—built for real-world accounting and finance needs.
- Do I need to know Excel to benefit from the AI lessons?
- Nope! The AI and automation lessons stand on their own.
- How do these lessons fit with your Excel training?
- For 20 years, I’ve taught efficiency through Excel. Now, we’re going beyond the grid with tools that pick up where spreadsheets leave off—same mission, bigger toolkit.
- Are the AI tools hard to learn?
- Not with me as your guide! I break it down into baby steps, starting with simple projects you can try at your desk. No tech wizardry required.
- How much time do I need to commit?
- Lessons are bite-sized—go at your own pace with on-demand videos.
- What’s an example of an automation project?
- One month might be “Use Zapier to auto-import e-commerce sales into QuickBooks.” You’ll watch, practice, and apply it to your own work.
- Can I suggest automation projects?
- Absolutely! Students can suggest topics—like “automate my CRM updates”—.
- How often do you add new AI lessons?
- Every month! You’ll get a fresh automation project to keep your skills sharp and your workday shorter.
- Do I need to buy these tools separately?
- Some (like Zapier or Airtable) have free tiers we start with; others might need a paid plan for full power. I’ll show you what’s worth it and how to set them up.
- What if I’m not tech-savvy?
- No worries—I’ve vetted these tools for ease and impact. Follow my walkthroughs, and you’ll be automating like a pro in no time.
- Will this work for my specific job?
- If you’re in accounting or finance, yes! I’m a CPA who’s been in your shoes—I only teach what I know works for our field.
- Are the AI lessons live or pre-recorded?
- Pre-recorded for flexibility—watch whenever you want.
- How do I know these tools are worth it?
- I’ve used them to scale my business to over $6M with a tiny team. They’re battle-tested, practical, and picked for results—not hype.
- Can my team use this together?
- Yes! The system automatically provides a group discount with a quantity of 2 or more — perfect for firms wanting to upskill everyone.
- How do I get started?
- Register and dive in immediately. You’ll get instant access to all lessons.
Hope you check it out!
