Practical guides to AI for the workflows that run an accounting practice — written by a Controller who has actually implemented these solutions, not just read about them. Every guide is free to read on the page; only the PDF toolkit download asks for your email.
Invoicing, reconciliation, expense management, reporting, and month-end close — with tools, prompts, and a 30-60-90 day plan.
A deep dive on using AI through the close — checklist management, accrual prep, flux analysis, and review workflows.
Invoice intake and coding, approval routing, payment matching, collections follow-up, and exception handling.
Transaction matching, exception investigation, and documentation — where AI genuinely helps and where it still can't be trusted.
Serving more clients without more headcount — document collection, categorisation, review workflows, and client reporting.
Client confidentiality, IRC §7216, AICPA confidentiality rules, and how to use AI tools without putting client data at risk.
These guides exist because when Jon started exploring AI, there wasn't a trustworthy, practical guide built for people who actually close books — not enterprise IT departments. So he wrote one. If a guide helps you make better decisions about AI, that's enough. And if you ever want hands-on help implementing any of it, that's what the services are for.
Reading the playbook is the starting point. We can do the implementation for you — scoped, priced, and delivered in weeks.