AI Lab for Accountants
Where accountants figure out AI together.
A working group of CPAs, EAs, bookkeepers, and firm owners using AI in real client work, and showing each other how.
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Why this exists
Everyone was posting about AI. Almost nobody was showing their work.
You know the feed. Hot takes, a screenshot of someone's “game-changing” prompt with the useful part cropped out, a new course every week. Plenty of opinions. Very little help.
Meanwhile the accountants who had actually figured something out kept it close. And the rest of us were trying things alone at eleven at night, not sure if we were behind, and not about to ask in public and find out.
I want to know what I don't know. I learn so much from seeing what others are doing that I might not have even thought about.
So we built the opposite. A room where you show the real thing, half-finished, and nobody rolls their eyes. Where the person who cracked it shares it instead of selling it. Where “I don't know yet” is the most common sentence on the call.
I started the AI Lab because of what I keep seeing in this profession: the burnout, the workload, the people who love this work being worn down by it. If accountants actually learn to use AI, not collect ideas about it, but use it, they get real time back in their lives.
of the 437 practitioners we surveyed asked, unprompted, to see what other firms are doing. Nobody asked them to. That is the hunger this room exists for.
Read the State of AI reportThe weekly call
One hour a week. Bring what you're stuck on.
An open agenda: bring what you're building or stuck on, and we work through it together. Recorded and summarized, so missing one is fine.
Every other week is a beginner call. Nothing is too basic, and members can send their question in ahead of time, anonymously.
Coming up
Wednesday, October 21
2:00 PM ET
- Beginner call
Wednesday, October 28
2:00 PM ET
Who runs this
Two CPAs who still do the work.

Founder · CPA
Started ALFA. Also runs The Collaboration Room and Fix Your Firm.

Co-lead · CPA, CFE, CVA
Helps firms adopt AI, alongside his own tax and advisory practice.
Implementation
Want Charlie hands-on in your firm?
Beyond the community, Charlie takes on a small number of firms directly: hands-on, implementing AI in your actual workflows, with the compliance guardrails set and your team trained to run it after he leaves. It starts with a paid AI Review.
Come figure it out with us.
Paid membership includes the weekly call, the weekly Member Brief, the private community, and the Vault of member-built prompts, skills, and tools.
© 2026 · Built by accountants, for accountants.