Create a more efficient firm
Make recurring work move with less friction.
Use expert sessions on automation, AI, apps, tax collaboration, and workflow design to modernize the way work moves through your bookkeeping business.
$499one-time purchase
Focused training created for bookkeeping professionals and firm owners.Format11 conference sessions
FocusAutomation and workflow
Investment$499 one time
Built for practical progress
Work on the constraint holding your business back.
Use expert sessions on automation, AI, apps, tax collaboration, and workflow design to modernize the way work moves through your bookkeeping business.
01
Find the friction
Recognize the steps, handoffs, and recurring tasks that create delays or unnecessary work.
02
Use automation thoughtfully
Explore ways software, AI, and connected tools can reduce repetitive effort and improve consistency.
03
Design for repeatability
Build workflows that are easier to follow, teach, monitor, and improve as the firm grows.
Everything included
Training and resources you can put to work.
Use the complete set of lessons and tools to turn the ideas into practical changes inside your bookkeeping business.
Efficiency Unleashed by Heidi Ryder
Using Automation to Innovate by Jason Richelson
Unlocking the Potential of AI by Ganesh Ranganathan
Workflow Wonders by Vanessa Vasquez
Outsmarting Yourself by Chris Kocina
Become a Better Bookkeeper with Tax Info by Kirstin Reeder
How to Be a Tax Pro’s Bookkeeping BFF by Kirstin Reeder
Building Your Business Foundation with AI and Software by Jaime Rodriguez
From the Experts: Trial and Error
Streamlining Success by Heidi Ryder
Earn More, Work Less by Jaime Rodriguez
Choose your next move
Make recurring work move with less friction.
Use expert sessions on automation, AI, apps, tax collaboration, and workflow design to modernize the way work moves through your bookkeeping business.