January 13, 2025 • 3 pm est
AI for Accountants: From Threat to Strategic Advantage
A 90-minute live workshop for tax preparers, bookkeepers, and accounting professionals ready to master AI before it masters their market.
Complimentary Registration
✓ Recording included – download and save your copy
✓ Live Q&A with Linda Hamilton, CPA
You're Feeling the Pressure
AI Anxiety
You know AI is changing everything, but you’re not sure if it’s a threat to your livelihood or a tool you should be using.
Accuracy Concerns
You’ve heard about AI “hallucinations” and errors—how can you trust it with your clients’ financial data and decisions?
Information Overload
Everyone’s talking about ChatGPT and AI tools, but no one’s showing you practical ways to use them in your accounting practice.
Falling Behind
Your competitors might already be using AI to work faster and offer better advisory services—and you’re not sure where to start.
Client Questions
Your clients are asking about AI for their businesses, and you need to be their trusted advisor—not caught off guard.
Time Crunch
You barely have time to keep up with tax law changes and client work, let alone learn a whole new technology.
What You'll Learn in This Workshop
The Real Story on AI
Separate fact from hype. Understand what AI actually is, what it can and can’t do, and why it’s an augmentation tool—not your replacement.
Practical Accounting Use Cases
See real examples of how to use AI for tax research, client summaries, KPI dashboards, planning prep, and advisory conversations.
Strategic AI Adoption
Learn how to integrate AI into your firm strategically to gain efficiency without sacrificing quality or your professional judgment.
Advisory Enhancement
Discover how AI helps you ask better questions, interpret trends faster, and prepare for deeper strategic conversations with clients.
Client AI Guidance
Position yourself as the trusted advisor who helps clients use AI responsibly while guarding against inaccurate outputs.
Future-Proofing Your Practice
Build AI fluency and create workflows that strengthen your value proposition and protect your competitive position.
Live Demonstrations
Watch real AI tools in action for trend interpretation, scenario modeling, and client-ready insight generation.
Three Growth Opportunities
Identify exactly how AI creates opportunities for efficiency, expanded advisory offerings, and increased capacity.
What's Included
90-Minute Live Workshop
Interactive session with real examples, demonstrations, and practical strategies you can implement immediately
Live Q&A Session
15 minutes dedicated to answering your specific questions about AI in your practice
Lifetime Recording Access
Can't make it live? Register anyway and get the full recording delivered within one week. Download and save your copy to watch on your schedule.
Interactive Polls
See how your peers are thinking about and using AI—learn from the collective experience
Meet Your Instructor
Linda Hamilton
CPA, CEPA, CGMA, SYSTEMologist™
Linda Hamilton isn’t just teaching AI theory—she’s actively using it in her accounting practice every single day. With over 30 years of experience running successful accounting firms, Linda has navigated every major technology shift in the profession and understands both the opportunities and concerns AI presents.
She’s successfully integrated AI into her firm’s workflow for tax research, advisory services, and client communication while maintaining the professional judgment and personal touch that makes her indispensable to her clients.
Linda has owned and operated three businesses and understands the unique pressures of being both an accountant and a business owner. She speaks your language because she’s living your reality—and she’s here to show you exactly how AI can make your practice more efficient, more profitable, and more valuable to your clients.
This Workshop is Perfect For You If...
- You're a tax preparer, bookkeeper, or accountant curious about AI but not sure where to start
- You're worried about staying relevant as AI technology advances
- You want practical, accounting-specific AI applications—not generic tech hype
- You're considering adding advisory services but need tools to make it efficient
- Your clients are asking about AI and you want to be their trusted guide
- You're spending too much time on routine tasks and want to reclaim hours in your week
- You're ready to future-proof your practice and turn AI from threat to advantage
- You want to learn from someone who's actually using AI in an accounting practice—not just talking about it
Transform AI From Threat to Strategic Advantage
Join us on January 13, 2025 at 3 PM EST for 90 minutes that could change how you run your practice and serve your clients.
Complimentary Registration
Limited Spots Available
We’re keeping this intimate for better interaction and Q&A
✓ Recording included – download and save your copy
✓ Live Q&A with Linda Hamilton, CPA
Want to Go Deeper?
This workshop is just the beginning. If you’re ready for ongoing support, peer collaboration, and comprehensive AI integration into your practice, we’re launching a 6-month Advisory Transformation Mastermind specifically for accountants navigating tax season pressures, staffing challenges, and the shift to strategic advisory services.
Workshop attendees get first access and exclusive pricing.
