AI for bookkeepers
AI for Bookkeepers Online Class
Build calm, repeatable AI routines for client emails, month-end close, and SOPs, while client data stays in your own systems.
AI routines for your bookkeeping practice
The AI for Bookkeepers Online Class gives you 32 short, hands-on lessons across 9 modules, from your firm's AI rule to month-end close, client emails, plain-language reports, and year-end handoffs. Each lesson has steps, a prompt to copy, an exercise, and a check-your-work list, and by the end you have a bookkeeping AI playbook with your firm's AI rule and the routines you saved in every module.
$150 plus applicable tax. One payment.
What's in the Class
Module 1: Foundations: your AI rule and safe inputs
Module 2: Document requests and follow-ups
Module 3: Month-end close routines
Module 4: Everyday client emails
Module 5: Spreadsheet helpers on invented rows
Module 6: Explaining reports in plain language
Module 7: Built-in AI in your accounting software
Module 8: SOPs, onboarding and saved instructions
Module 9: Year-end client communications
9 modules, 32 lessons, about 530 minutes (just under 9 hours)
Every module ends with a one-page playbook that points to its templates and prompts, with a checklist to run each week.
Who it's for
- You're a bookkeeper, solo or in a small firm, and you handle client documents, month-end work, and client emails.
- You work in QuickBooks Online, Xero, or spreadsheets.
- You want calm, repeatable ways to use an AI assistant while client data stays in your own systems.
- You've tried the free 5-day educational series, or you're starting fresh, and want the complete set of routines.
How to get started
Pay once at checkout, then sign in to the members area with the email you paid with and start Module 1 right away.
Buy the ClassCommon questions
Do I need a paid AI tool?
No. The lessons are written for a free account with an AI assistant, such as ChatGPT, Google Gemini, or Grok, or the assistant your firm approves. No exercise needs a paid plan.
Will I put client data into an AI tool?
No. The exercises use placeholders like [Client A] and invented numbers, and client records stay in your firm's own systems.
Do I need the free series first?
No. Module 1 starts at the beginning, with your firm's one-page AI rule and safe inputs.
How long does it take?
Lessons run 10 to 25 minutes each, at your own pace.
How do I get in?
After you pay, you sign in to the members area, and every module is open from the start.
Is this tax or accounting advice?
No. The lessons teach you to keep tax comments out of client drafts and to take tax questions to the client's CPA, enrolled agent, or tax professional, and AI policy questions to your firm's own policy owner. They don't replace either one.