Understand, Embrace & Deploy AI in Your Accounting Firm
Complete 4-Session Series — From Zero AI Knowledge to Building Your Own AI Agents
Download all four workbooks with step-by-step guides, ready-to-paste prompts, and copy-paste code for every demo Shane shows.
Learn safe AI prompting, build custom GPTs, create scheduled tasks, use supervised Agent Mode, and plan your website chatbot — all with practical examples designed specifically for accountants.
Perfect for practice owners and teams starting from zero with AI.
Your Complete AI Journey
Four progressive sessions take you from complete beginner to building AI agents that work for your practice. Each workbook includes step-by-step guides you can follow along with, plus every prompt and code snippet ready to copy and paste.
Session 1: Quick Wins, Safely
Start with zero knowledge and get value in your first 10 minutes. Learn safe prompting using simple headings (job, context, rules, output format, plan) and see four practical demos you can use today.
Step-by-step guides for:
• Handwritten notes to structured summary and action plan
• Meeting transcript to recap and action plan
• Emotional draft to tactful, firm client email
• Accounts extract to insights and recommendations
Ready-to-paste prompts:
All four demos with complete prompting structure, plus customisation templates for tone and format.
Session 2: Control & Consistency with GPTs
Automate routine tasks and build custom GPTs that deliver consistent results every time. Learn to use scheduled tasks, create reusable templates, and chain multiple GPTs together using @ mentions.
Step-by-step guides for:
• Setting up scheduled tasks (weekly news digest, price monitoring)
• Building Brand Guidelines GPT and HR Guide GPT
• Creating Client Accounts Review GPT (6 automated graphs)
• Building Meeting Summariser, Meeting Feedback, and Content Repurposer GPTs
• Daisy-chaining GPTs for seamless workflows
Ready-to-paste prompts:
Complete system prompts for all six GPTs, scheduled task templates, and chaining instructions.
Session 3: Projects, Agent Mode & Website Chatbot Planning
Create Projects that keep related work together, use supervised Agent Mode safely, and plan your website chatbot workflow. Learn when to use chats, GPTs, Projects, and agents.
Step-by-step guides for:
• Creating Marketing Hub Project with PEACE framework
• Connecting Canva and using Brand Kit automatically
• Running supervised Agent Mode (restaurant finder example)
• Five safe accounting use-cases: debtors snapshot, KPI one-pager, official guidance collector, pre-meeting pack, supplier price-change check
• Planning complete n8n chatbot workflow with booking logic
Ready-to-paste prompts and code:
Project instructions, Canva integration prompts, Agent Mode prompts, five accounting use-case prompts, complete n8n chatbot system message with timezone and idempotency handling.
Session 4: Ship & Automate
Finish and embed your website chatbot, create one more practical agent, add light governance, and build your 30-day action plan to embed AI into your practice.
Step-by-step guides for:
• Embedding the website chat widget and testing end-to-end
• Creating additional practical agents (supplier checker, debtor email drafter)
• Implementing light governance: read-only roles, approvals, privacy notes
• Building your 30-day action plan with accountability checkpoints
Ready-to-paste code:
Widget embed code, agent templates, governance checklists, and implementation timelines.
What Makes These Workbooks Different
Step-by-Step Guides
Every task Shane demonstrates has a complete walkthrough you can follow. No guessing, no skipped steps — just clear instructions from start to finish.
Ready-to-Paste Prompts
Every prompt uses the same simple structure: job, context, rules, output format, plan. Copy, paste, and adjust the details. No coding required.
Copy-Paste Code Snippets
All code for n8n workflows, agent configurations, and chatbot logic included. JavaScript snippets for processing data, parsing outputs, and handling dates.
Built for Accountants
Real examples from accounting practices: debtors snapshot, KPI one-pagers, client accounts reviews, meeting summaries. Not generic business advice.
Safety First
Every workflow starts read-only. Agents ask before acting. Clear guidance on what NOT to do (no client system logins without proper governance).
Who This Complete Series Is For
Accountants Starting From Zero
You have no AI experience but want practical tools that save time and improve client value without technical complexity.
Practice Owners Building Systems
You want consistent outputs across your team, automated routine tasks, and a website chatbot that books calls automatically.
Advisory-Focused Firms
You want to move from compliance to advisory by using AI to handle routine work and create better client conversations.
Download All 4 Workbooks
Get immediate access to the complete series with all step-by-step guides, ready-to-paste prompts, and copy-paste code snippets.
Start your AI journey today — from zero knowledge to building your own AI agents.
Your Learning Path
Week 1: Foundations
Learn safe prompting and get quick wins. Turn notes into actions, transcripts into summaries, and drafts into polished emails.
Week 2: Automation
Build custom GPTs and scheduled tasks. Create brand-consistent outputs and automate accounts reviews and meeting summaries.
Week 3: Advanced Tools
Use Projects for context, supervised Agent Mode for research, and plan your website chatbot workflow in n8n.
Week 4: Implementation
Embed your chatbot, add governance, and create your 30-day action plan to make AI stick in your practice.
What You'll Be Able to Build
By the end of Session 1:
Turn handwritten notes into structured action plans in under 10 minutes
By the end of Session 2:
Create a Client Accounts Review GPT that produces 6 charts with talking points and next steps automatically
By the end of Session 3:
Build a Marketing Hub Project with PEACE framework and Canva Brand Kit integration
By the end of Session 4:
Have a working website chatbot that checks availability and books calls into your calendar automatically
Plus throughout:
Scheduled tasks running on autopilot (news digests, price monitoring, deadline reminders)
Plus throughout:
Brand-consistent outputs across all AI tools without re-typing your style guide
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Presented in partnership with ACCA.