Helping CPA firms adopt AI
We train your staff on Microsoft Copilot, Claude in Excel, and AI agents.
Collaborating with:
Built for CPA firms
What do we do?
Microsoft Copilot, Claude for Excel, and Power Automate training
Virtual, in-person, and on-demand workshops
Workflow Automation
Custom AI Solutions
FAQs
Frequently Asked Questions
Is our client data safe with AI tools?
Yes. We deploy AI tools that run locally on your systems or within your Microsoft 365 tenant. No client data is sent to external servers.
What does AI training cover?
AI trainings focus on the practical AI skills that save time and help you focus on value-added work. For example, how can you leverage prompt and context engineering to automate repetive Excel work? Available virtually or in person.
What AI tools do you implement?
Microsoft Copilot, Claude for Excel, custom AI agents, and locally hosted AI models.
How long does implementation take?
Training workshops take one to two sessions. Tool implementation projects usually take two to four weeks. We provide a clear timeline during your consultation.
We don't know where to start with AI.
That is exactly what the free consultation is for. We assess where your firm stands today and recommend a practical next step.
Do we need to change our current systems?
No. We work with your existing Microsoft 365 environment. AI gets added on top of the tools your team already uses.