Increase your capacity with simple AI systems that buy back 50+* hours per week for your team
Using staff and tools you already have.
Join 1,700+ accountants trained in AI
Live · Sept 2 · 12 PM ET
*50–150 hrs is the average staff time savings across our clients — <$10M firms.
The masterclass
What you'll learn
One hour, eight building blocks — everything you need to start transforming your firm with AI.
Assess & prioritize
How to scan your firm for AI use cases and rank them by ROI.
Chats vs. agents
The critical difference between AI chats and true AI agents.
Security & governance
AI-native security, privacy, and governance done right.
The AI-native tech stack
The exact tools that power a modern, AI-native firm.
Agent use cases & demos
Live demos across bookkeeping, tax, and firm operations.
The Transformation Playbook
Our 8-step AI-Native Firm Transformation Playbook.
Build your AIOS
Creating your firm's AI Operating System (AIOS).
Stay competitive
Add more value to clients and win in the next 3–5 years.
Beautiful reports in 2½ hours 57 seconds
The deliverables your clients love — now generated with AI.
The proof
Real results from real firms
Averages across the firms we run through our 8-step AI Transformation Playbook — the same framework we'll walk through live.
“I would give you and the course a glowing review… Honestly, I don't think I'm a wizard now, but I know a lot more than when I started 4 weeks ago. I created an Agent that mapped my email inbox. Would do again.”
Baruch Valenzuela, CPA
President, Go Green Tax
50–150hrs/wk
Avg. staff & partner capacity reclaimed per firm
<30days
Avg. payback across our client builds
$500k–$3M/yr
Avg. revenue upside as reclaimed capacity is redeployed
Trusted by leading firms
Hey there,
If you run an accounting firm: this is a wake-up call.
What a regular firm spends a week on, an AI-native firm does before lunch.
The industry is changing in a big way and clients are expecting more, faster, better.
Sure, re-inventing your firm with AI is going to help you. Your practice will grow, you'll become more efficient, and you'll work fewer hours.
But this transformation is not optional. If you want your firm to thrive the next 3–5 years, you must adapt.
I spent 3+ years building AI tools for high-performing firms and now I want to help yours navigate these choppy waters as your Fractional AI Director.
To be upfront: I will pitch you why working with us is a better path than going it alone, although in this masterclass we will walk you through our process step-by-step so you can DIY.
Even if you don't work with us, this 1-hour masterclass will save you months of trial-and-error.
We jam-packed it with tactics, pitfalls, strategies, tool recs, use cases, and more. This is not a wishy-washy conference keynote.
I'll see you there,
Toni Witt
Co-founder & CEO, Sweet · Your Fractional AI Director