The AI Lab for Accountants
Where accountants figure out AI together.
A working group of CPAs, EAs, and firm owners using AI to save real hours, raise the level of service they give clients, and modernize how their firms work, safely and defensibly. Weekly live sessions, a member-built library of prompts and skills, and a community that's actually shipping.
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Free. Members-only.
389 members · 7 builds · 449 answers captured
Save real hours
Automate the repetitive parts of prep, research, and review so your time goes where it counts.
Serve clients better
Faster turnarounds and sharper analysis raise the level of service, not just lower the cost.
Modernize your firm
Build durable workflows, prompts, and skills your whole team can reuse.
What's happening this week
Updated automatically from the member portal.
Newest builds
- last week
The Client Analyzer
Rebecca D. · How I Turned a Pricing Spreadsheet Into an App
- last week
Newsroom - Content Organizer
Rebecca D. · This is a centralized place where I can dump all of my ideas for content and schedule and organize it.
- last week
Creating Presentation Slides Faster with Claude
Rebecca D. · How to make presentation slides way faster than ever before!
Latest answers
What backend tech stack is being used to build an internal AI-powered practice management tool (chat, transcripts, client data)?
Jul 8 call
What is being used for data storage in a custom-built internal accounting tool, and how is it managed?
Jul 8 call
What inspired building a centralized platform to replace multiple disconnected software tools, and how has the team responded?
Jul 8 call
What members are working on
- Tools & Builds
What Is GitHub, Really?
1 reply · 2d ago
- Tools & Builds
What is supabase?
3 replies · 6d ago
- Agents & MCPs
Agents vs. Skills vs. Personas: three different knobs, not three names for the same thing
0 replies · 1w ago
Wednesday, July 22
Weekly Call · 2:00 PM ET
One hour, open agenda. Bring what you're building or stuck on, and we work through it together. Recorded and summarized so missing one is fine.
Last session: Member Builds: Collin Kane
What members actually build
Real workflows from real firms, not demos.
Workpaper and bank-feed cleanup
Turn messy exports and statements into reconciled, review-ready workpapers in a fraction of the time.
Citation-grounded tax research
Draft and pressure-test positions with research you can trace to primary source and actually verify.
Client communication, drafted and triaged
Turn raw notes and a full inbox into clear client emails and summaries, with you reviewing before anything sends.
This is for you if…
The Lab is built around specific people doing specific work. Most of us are in tax, bookkeeping, or advisory at firms with 1–50 people. All of us are trying to use AI for something more than drafting emails.
- You run or work at a small-to-mid accounting firm. Solo through ~50 people is the sweet spot.
- You’ve tried Claude or ChatGPT for work. You’re past “what is AI” and into “how do I actually build with this.”
- You want to ship things. Automations, prompts, skills, internal tools, not just talk about them.
- You’re tired of generic AI advice. Course content aimed at “all business owners” doesn’t land when you’re staring at a trial balance.
- You learn better with peers than alone. This is a working group: you build alongside people doing the same work.
How the Lab works
Apply
Tell us about your firm and what you’re trying to pull off with AI. Takes about two minutes.
Show up
Join the weekly session, browse the builds library, ask a question in a conversation, or just lurk. You set the pace.
Build with us
Share something you made. Help someone who’s stuck. Steal something from the library and remix it for your firm. That’s the whole thing.
Who runs the Lab
Practicing accountants, building alongside you.
Founder · CPA
Founder of the Lab. She also runs The Reframe and The Collaboration Room, helping accountants rethink their work and learn together.
Co-lead · CPA, CFE, CVA
CPA, Certified Fraud Examiner, and Certified Valuation Analyst. He helps firm owners adopt AI, alongside his own tax, accounting, and advisory practice.
Co-lead · CPA
CPA and founder of OpenAccountants, focused on modernizing how firms work.
© 2026 · Built by accountants, for accountants.