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Inside the Online Course

Learn how to use AI in bookkeeping

This Course is for bookkeepers, solo or in a small firm, who want calm, repeatable ways to use AI while client data stays in their own systems.

Online Course

AI for Bookkeepers Online Course

9 modules and 32 lessons. Each lesson has steps, a prompt to copy, and a hands-on exercise.

$150

Buy the Online Course
Open ledger book, spreadsheet and calculator under a starry night sky.
Sample lesson

From Lesson 6.2 of the Online Course

Turn a P&L into a monthly client email

Say a bookkeeper builds a summary template for a client, a small bike shop. They ask the AI for a short email with [blanks] for sales, expenses, and the bottom line. Say the draft adds "Next month should be even better." They delete it, because the summary describes only what the figures show.

A monthly summary email tells a client what their reports show for the month, what is still open, and what comes next. A template with [blanks] keeps every summary in the same order. The figures go in later, in your own email program, straight from the reports. The email describes the figures and leaves advice and forecasts out.

Keep it safe: Use only AI tools your firm approves. Paste in: placeholders like [Client A], invented numbers, and general item types. Keep client names, client financial records, bank details, and account and card numbers in your firm's own systems. Keep statements, exports, SSNs, EINs, TINs, tax return information, payroll details, and client-file screenshots there too.

Report notes describe what the figures show. The client's accountant or tax professional confirms anything beyond that, such as tax impact or forecasts.

Prompt to copy

I'm a bookkeeper.
Write a short monthly summary email template for a small-business client.
Use these [blanks]: [Client first name], [Month], [Sales], [Expenses], [Bottom line], [Open items], [Next step], and [My name].
Order: one line on what the summary covers, the three figures, open items, the next step, and a sign-off.
Describe what the figures show, and leave advice, forecasts, reasons for changes, and tax comments out.
Keep every [blank] in square brackets exactly as written.
Keep it under 150 words.

Before and after

Before
hey still need stuff for last month, pls send asap so we can close
After

Hi [Client name], a quick reminder that we still need [Items still needed] to finish [Month]'s books. Could you send them by [Date]? Reply here if anything is hard to find. Thank you, [Your name]

What you'll leave with

  • A month-end close checklist with "done when" lines, plus a pre-send review checklist.
  • Document request lists by client type, with a follow-up ladder tied to your engagement letter.
  • A plain-language P&L explanation template and a monthly summary email template.
  • A new-client onboarding checklist, a written SOP, and a first-week plan for new hires.
  • Reply templates for your 5 most common client questions, plus a scope-change message.
  • A year-end reminder plan and a handoff checklist for the client's tax professional.
  • Spreadsheet formulas written and checked on invented rows, with a plain explanation and a 3-step check.
  • Your playbook of saved templates, plus a one-page AI rule and placeholder key.
  • A feature review page for built-in AI in your accounting software, plus a software watchlist.

What's in the Course

  • Foundations: your AI rule and safe inputs

    4 lessons · 65 min

  • Document requests and follow-ups

    4 lessons · 80 min

  • Month-end close routines

    4 lessons · 65 min

  • Everyday client emails

    4 lessons · 65 min

  • Spreadsheet helpers on invented rows

    3 lessons · 50 min

  • Explaining reports in plain language

    3 lessons · 50 min

  • Built-in AI in your accounting software

    3 lessons · 40 min

  • SOPs, onboarding and saved instructions

    4 lessons · 65 min

  • Year-end client communications

    3 lessons · 50 min

Each lesson has steps, a prompt to copy, a hands-on exercise, and a check-your-work list.

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 Online Course

Common questions

Do I need a paid AI tool?

No. Popular AI chat tools work, such as ChatGPT, Gemini, Claude, or Grok. A paid plan can give you more advanced models, more features, and higher limits, but you can do every lesson without one.

How long does it take?

Each lesson runs 10 to 25 minutes. Work through the 32 lessons at your own pace.

How do I get in?

Sign in at members.siqwes.com with the email you used to pay. Your lessons are under My courses.

What will I make for a typical month?

You'll practice real tasks: a month-end close checklist, reply templates for the 5 client questions you answer most, a follow-up ladder for missing documents, and a monthly summary email template in plain language.

Can I trust the formulas and figures AI gives me?

You check them first. Lesson 5.3 gives you a 3-step formula check with invented rows, a hand total, and an edge case, and Lesson 6.3 has you match every figure in an AI table to your own hand totals.

Can AI make a month-end close checklist?

Yes, from your own steps. Lesson 3.1 has you list your month-end steps in general terms and run one prompt in the AI assistant your firm allows. You keep the steps you really do, decide on each suggested row, and fix any "done when" test, while client names and records stay in your firm's own systems.

Free email series

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Want a taste first? Get the free 5-day educational series by email.

Every lesson is in the AI for Bookkeepers Online Course, open from the start.

View the free 5-day series