I did something recently that genuinely surprised me. I used AI to review a full set of year-end financial statements. Not summarise them ... actually review them. It opened the accounts, checked the numbers, flagged errors, and corrected mispostings directly inside QuickBooks Online. Some of it was remarkable. Some of it was concerning. Both reactions are appropriate. So next Wednesday — 3 June, 4pm UK / 11am ET — I'm going live for 60 minutes to show you exactly what happened. I'll cover: - Why agentic AI changes everything accountants thought was possible - What happened when I used AI to review my own year-end accounts - Whether junior bookkeeping and data-entry roles are genuinely at risk - The hidden limitations I discovered during real-world testing - Why privacy and client confidentiality are now the most important conversations your firm needs to have This isn't theory. This is me showing you what I actually tested ... what worked, what didn't, and what it means for your firm. 👆 Head to the Calendar tab 👆, find the June 3 event, and add it to your calendar. The Zoom link is right there. What's your gut reaction — do you think AI can genuinely replace parts of what accountants do? 👇

Don't miss the LIVE event - claim your place (https://bit.ly/4cMX7hw). Most accountants don’t struggle with AI because they’re bad at it. They struggle because they’re using it in the wrong places. They open ChatGPT.They try a few prompts.They get mixed results. And quietly think: “Is this really worth the effort?” The issue isn’t AI. It’s the lack of structure. In the live session next week, I’m going to show you: - How to use structured prompts to get consistent, high-quality results - How to analyse financial data and generate real advisory insights - How AI fits across your firm… not just in isolated tasks And towards the end, I’ll show you something most accountants haven’t even considered yet… 👉 How to build a simple app that will seriously impress clients and improve your conversations with them This is not a theory session. It’s a practical working session. If you’ve been meaning to move beyond dabbling with AI, this is where it starts. 👉 Save your seat here

Most people will scroll past this. That’s a mistake. Because the latest updates aren’t just “a bit better”… They fundamentally change what you can actually do with AI in your firm. 👇 Find out more during Wednesday's live session. Here’s why this matters In the latest release, we’re seeing some serious shifts: 1. AI that can actually do the work, not just answer questions We’re moving beyond prompts and replies… These new models can: - Build tools and dashboards from messy data - Fix problems without constant hand-holding - Work across multiple steps to complete a task This is getting very close to real “assistant” behaviour. 2. Much stronger reasoning and accuracy You’ll notice this immediately. It’s better at: - Analysing unstructured information - Turning data into something usable - Producing outputs you can actually rely on That’s critical if you’re using AI in client work. 3. A big leap in visual and content creation This is the part most people will underestimate. The new capabilities mean you can now: - Create highly detailed visuals with accurate text - Generate reports, dashboards, and client-ready outputs - Combine research, reasoning, and presentation in one go It’s no longer just “nice images”… it’s practical output. 4. More autonomy… less prompting You don’t need to babysit it as much. It can: - Plan - execute - iterate …all from a single instruction. That changes how you use AI day-to-day. What this means for you If you’re an accountant or bookkeeper… This is not about “playing with AI tools”. This is about: - Faster analysis - Better client insights - New advisory opportunities - Less manual work Want to see how to actually use this? 👉 Join me live on Wednesday I’ll walk you through: - What these updates really mean in practice - How to use them inside your firm - Real use cases you can implement immediately Quick question 👇 What’s the one thing you’d most like AI to do for you right now?

AI tools are appearing almost every week. Some are interesting… but a few can genuinely save hours of work. In this live session on Tuesday, March 17, I’ll show you 5 AI tools I’m using right now that are making a real difference to productivity. Here’s a quick preview of what we’ll cover: • The AI tool I personally use every single day • A powerful ChatGPT feature most accountants still aren’t using • The best AI tool for situations where hallucinations are unacceptable • Simple ways to integrate AI into your daily workflow 📅 All the details and the join link are in the Calendar tab above. I recommend adding it to your calendar now so you don’t forget. 👇 Quick questions before the session: Which AI tool are you using most right now? And what do you hope to learn from this live session?

Let me ask you something… What if you could build an interactive financial dashboard for your business, or a client in minutes… not hours? I’ve just recorded a short video showing what this looks like in practice… and why it matters for accountants and bookkeepers who want to deliver better advisory. Here’s what I cover in the video: • What an interactive client dashboard can look like (with real financial insight, not just pretty charts) • How you can turn financial statements into something clients actually understand • Why this kind of output can lead to better client meetings and better decisions If you want to stay ahead of where advisory is heading… watch this now. 👉 Click the link here to book your place on the webinar (where I’ll go into the full step by step). And comment below: 💬 If you could wave a magic wand… what would you want your perfect client dashboard to show?