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3 Plans · Starting at $97

The AI System That Saves Accountants 10+ Hours Every Week

Copy my exact prompts, workflows, and verification checklists — the same system I use daily in my Big Four audit work. No coding. No technical background. Start saving time this week.

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Be first to know when we launch. Choose from 3 plans starting at $97.

No payment required. You'll get first access when we launch.

Sound Familiar?

You're Not Slow. Your Tools Are.

3 hours categorizing transactions

You manually sort hundreds of entries every month. AI does the first pass in 90 seconds — with confidence scoring so you only review what's flagged.

20 minutes per client email

You send dozens of professional emails every week. Each one carefully worded. AI drafts them in 30 seconds. You review in one minute. Clients think you spent ten.

Late nights at month-end close

Every report starts from scratch. Every variance needs explaining. AI creates a solid first draft in minutes. You refine and finalize. Home by 6pm.

Competitors moving faster

41% of accounting firms adopted AI in 2025 — up from 9% in 2024. The firms that learn this now will handle twice the clients in half the time. The rest will wonder what happened.

There's a faster way. And it takes less than a week to learn.

What Accountants Are Saying

Real Feedback from Real Accountants

"I used the transaction categorization prompt on 87 entries. 91% accurate on the first pass. What used to take me 2.5 hours took 90 seconds. I'm not going back."

— CPA, Mid-size Firm

"I was skeptical that AI could handle real accounting work. Then I tried the month-end report prompt. First draft in 2 minutes. It would have taken me an hour from scratch. I just review and adjust now."

— Controller, Tech Company

"The client email prompts alone save me 5+ hours a week. I draft responses in seconds now. My clients think I'm incredibly responsive — they have no idea AI helps me."

— Bookkeeper, Solo Practice

What's Included

Everything You Need to Master AI in Accounting

Content

3.5 Hours of Video

Screen recordings with live demos. Watch an accountant use AI in real workflows — then do it yourself.

Templates

60+ Copy-Paste Prompts

Every prompt pre-written and tested. Organized by workflow: bookkeeping, tax, reporting, communications.

Resources

PDFs, Checklists & Playbooks

Verification checklists, workflow maps, AI usage policy template, and a 30-day implementation plan.

Curriculum

6 Modules. Real Workflows. Immediate Results.

Module 1 — 35 min

AI Fundamentals for Accountants

How AI actually works (3-minute version), the accountant's toolkit (ChatGPT vs Claude vs Copilot), protecting client data with AI (SOC 2 compliance, anonymization workflow), and the 5 golden rules for using AI without risk. Includes: Tool Comparison Cheat Sheet + AI Usage Policy Template + Data Anonymization Cheat Sheet.

Module 2 — 40 min ⭐ Most Popular

Transaction Categorization & Bookkeeping

The master categorization prompt, batch processing workflows for 500+ transactions, bank reconciliation with AI, and chart of accounts optimization. This module alone pays for the course. Includes: 6 prompts + Categorization Playbook.

Module 3 — 35 min

Client Communications

Client update emails, engagement letters, meeting prep, follow-ups, and difficult conversations — all with AI. From 30 minutes per email to 5. Includes: 12 email prompts + Tone Calibration Guide.

Module 4 — 40 min

Tax Research & Compliance

The 3-step AI tax research workflow (Ask → Verify → Document), GAAP/IFRS accounting standards research, tax code analysis, and compliance documentation. Includes: 10 research prompts + Verification Checklist.

Module 5 — 35 min

Financial Reporting & Analysis

MD&A first drafts, variance analysis, plain-English financial summaries, and workpaper documentation. First drafts in seconds, not hours. Includes: 8 reporting prompts + Board-Ready Template.

Module 6 — 25 min

Building Your AI Workflow

Map your weekly tasks to AI opportunities, train AI to write like you, and build your personal prompt library. Walk away with a 30-day implementation plan. Includes: Workflow Mapping Template + 30-Day Plan.

Bonus

The Complete Prompt Library

60+ prompts in a single PDF, organized by category. Each prompt includes: when to use it, expected output, customization tips, and a verification checklist. Your AI cheat code book.

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Who It's For

Built for Accountants Who Are Too Busy for Generic AI Advice

✓ CPAs drowning in repetitive work

✓ Bookkeepers who want to serve more clients

✓ Firm owners looking for efficiency gains

✓ Tax preparers tired of manual research

✓ Staff accountants who want to stand out

✓ Any accounting pro who values their time

Choose Your Plan

Three Ways to Get Started

Pick the plan that fits how you want to learn. All options include the full 6-module video course.

Basic

Just the Course

For self-learners who want the core content.

$97
One-time payment
  • ✓ Full 6-module video course
  • ✓ ~3.5 hours of content
  • ✓ 3 months of access
  • ✓ 30-day money-back guarantee
  • Prompt library
  • Community access
  • Future updates
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⭐ Most Popular
Core

Full System

Everything you need to implement AI in your practice.

$297
One-time payment
  • ✓ Full 6-module video course
  • ✓ 60+ copy-paste prompts library
  • ✓ All 10 PDF resources
  • ✓ Demo data (Summit Ridge CSVs)
  • ✓ Private community access
  • ✓ 12 months of access
  • ✓ All updates included
  • ✓ 30-day money-back guarantee
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Pro

Everything + Bonuses

For serious practitioners who want the complete library.

$497
One-time payment
  • ✓ Everything in Core
  • ✓ 100+ prompts library (40 extra)
  • ✓ Bonus: AI for Tax Season (~45 min)
  • ✓ Bonus: AI-Powered Client Communication (~40 min)
  • ✓ Lifetime access (min. 24 months)
  • ✓ 12 months of updates
  • ✓ Priority email support (48h)
  • ✓ 30-day money-back guarantee
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Bonus modules in Pro plan delivered within 6 months of purchase. Lifetime access means full access as long as the course is actively maintained, minimum 24 months.

FAQ

Common Questions

What AI tools do I need?

The course works with ChatGPT (free or Plus), Claude, or Microsoft Copilot. No special software or coding required.

Is this up to date?

Yes. The course focuses on prompt techniques and workflows that work across AI models, not features that change every month. Plus, all future updates are included free.

Will AI make mistakes with my accounting work?

Yes — which is why every prompt includes built-in verification steps. You learn to use AI for first drafts and let your professional judgment handle the final review.

Is client data safe?

The course covers data safety in Module 1, including what to never input into AI tools. We provide an AI Usage Policy template for your firm.

What if it's not for me?

30-day money-back guarantee. If you don't save time in the first week, we'll refund you. No questions asked.

How long do I have access?

Lifetime. Once you enroll, you keep access to everything — including all future updates and new prompts added to the library.

I'm already using ChatGPT a bit — is this still useful?

If you're getting inconsistent results or spending time figuring out prompts, yes. This gives you tested, copy-paste workflows built specifically for accounting — not generic tips you have to adapt yourself.

Can I use this for my whole team?

The standard enrollment is for one person. If you'd like team access, reach out to nick@promptsforcpas.com for group pricing.

How is this different from free YouTube tutorials?

YouTube gives you scattered tips for generic use cases. This gives you a complete system organized by accounting workflow — with verification checklists so you don't make costly mistakes. Every prompt is built for how accountants actually work.

Who built this?

Hi, I'm Nick. I'm a Big Four auditor who uses AI every day in real accounting workflows. After saving 10+ hours a week for over 6 months, I built this course so you can do the same — without the 200 hours of trial and error I went through.

Nick — Big Four auditor and course creator
Meet Your Instructor

Hi, I'm Nick.

I'm a Big Four auditor who started using AI to survive busy season — and ended up saving 10+ hours every week.

After 200+ hours of testing prompts on real accounting workflows, I built the system I wish someone had handed me on day one. No fluff. No generic tech advice. Just the exact prompts and workflows that work for how accountants actually think.

This course is everything I learned — organized so you can skip the trial and error and start saving time this week.

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Every Week You Wait Is Another 10 Hours of Manual Work

Join the waitlist and be first to know when we launch. Choose from 3 plans starting at $97.

Join the Waitlist

No payment required. You'll get first access when we launch.

Disclaimer: This course is for educational and informational purposes only. It does not constitute legal, tax, financial, or professional advice. AI tools change frequently — always verify current terms before use. You are solely responsible for your professional decisions and compliance obligations.

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