A FREE 2-hour live workshop built specifically for bookkeeping and accounting firm owners who are done chasing every AI tool, and ready to focus on the one that will move the needle.
Thursday, July 16th, 2026
1:00 PM — 3:00 PM EST (including live Q&A)
If you've felt like you're falling behind on AI, this is for you.
*All sessions will be recorded so if you can't make it live, you can catch the replays for a limited time
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A framework for finding your firm's #1 AI opportunity.
The one bottleneck where AI will move the needle, whether that's cleanups, client onboarding, month-end close, advisory delivery, or team capacity. Repeatable for every new problem.
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The 4 levels of AI implementation.
Basic prompting, repeatable AI workflows, custom GPTs and Claude Projects, and advanced builds. You'll know which level your firm should sit at right now.
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Alyssa's 9-step framework.
For taking any AI idea from "I have an idea" to a fully documented, repeatable system your team can run inside Karbon, Keeper, Xenett, or whatever your stack looks like.
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Live screen-share demos at every level.
So you can see it live on a screen, not just hear about it in theory. Watch how it works at every stage of complexity.
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Real talk on responsible AI use.
Client data protection, engagement letter language, how to get client consent, and how to set expectations with your team. Most firms are getting this wrong.
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Why most firms waste months on the wrong AI tool.
The specific signal to look for before you commit your time, budget, or team energy to anything new. The cost of guessing wrong, and how to skip it.
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A human-first take on AI.
AI takes the small stuff off your plate so you can focus on the work that needs your judgment. Your craft. Your client relationships. The firm you're building. Humans first. Tools second.
Ready to stop chasing AI tools and start using AI strategically?
Save your seat. Show up live. Walk away with your firm's #1 AI opportunity and the framework to build it.
SPEAKING OF A HUMAN-FIRST, AI-FORWARD FIRM…
Curious about AI Employees?
We're covering that too. We'll talk about how to leverage AI to get yours (and your team's) time back.
Including how to identify which functions of work are best suited for AI to work alongside the humans on your team, freeing everyone up to focus on the growth and expand the impact of your firm.
In the workshop, we'll go deeper than just the WHAT of AI. We'll chat about the FUNCTIONS and ROLES on your team. The daily work that's eating everyone's time. The places where your highest-impact AI opportunities are hiding.
So you can maximize your team's time and scale the firm.
PLUS, YOU'LL GET THESE FOR FREE TOO...
The AI Opportunity Guide for Bookkeeping & Accounting Firms
A quick-reference guide showing practical AI use cases inside a firm, mapped across sales and marketing, client systems, operations, and team. Use it to spot opportunities you haven't considered.
Alyssa's AI + Automation Tracker
The exact Notion template Alyssa uses to manage every AI and automation build across her team. From "I have an idea" to fully implemented and running. Drop it in and start using it the same week.
PLUS, YOU'LL GET THESE FOR FREE TOO...
The AI Opportunity Guide for Bookkeeping & Accounting Firms
A quick-reference guide showing practical AI use cases inside a firm, mapped across sales and marketing, client systems, operations, and team. Use it to spot opportunities you haven't considered.
Alyssa's AI + Automation Tracker
The exact Notion template Alyssa uses to manage every AI and automation build across her team. From "I have an idea" to fully implemented and running. Drop it in and start using it the same week.
Hi, I'm Alyssa.
I'm the founder of Workflow Queen, and I've spent the last several years helping bookkeeping and accounting firm owners build the systems, automations, and team structures that let their firm run without them.
I've watched plenty of firm owners try to solve their burnout with AI. It almost never works, because AI can't fix problems your firm hasn't already named.
What it can do is supercharge the systems you already built.
And finding the one place inside your firm where AI will give you the biggest return is the whole point of this workshop.
I'm here to help you think clearly about AI, pick your starting point, and build from there.
The big promises and the doom-and-gloom takes have plenty of other voices. This workshop is for getting practical.
GOT QUESTIONS? WE'VE GOT ANSWERS!
FREQUENTLY ASKED QUESTIONS
Check out our FAQs below to get the scoop on everything you need to know about this workshop. Click on the toggle by each question to see the answers to find out why this workshop might be exactly what you've been looking for!
Will there be a replay?
Yes! Everyone who registers gets free access to the replay for 7 days after the workshop ends. Want to keep it forever? You can lock in the Lifetime Replay Pass for $57 (all the workshop bonuses included) any time before we go live on July 16th. Once the workshop starts, the price goes up to $77. So if you already know you want it, grab it early. 😉
Do I need to be good at AI to get something out of this??
No. If you've poked around in ChatGPT or Claude once or twice, you'll be right at home. If you've never touched either, you'll also be fine. I start at the bottom of the pyramid and build up. The point of the workshop is to help you see where you are today, where you can go next, and which level matches your firm's #1 bottleneck.
I don't have a team yet. Is this still for me?
Yes. The framework works whether you have a team or you're flying solo. Some examples are easier to apply if you have people to delegate to (like onboarding, month-end, and quality control). Others land harder if you're solo (like advisory delivery and reporting). You'll see the full pyramid either way, and you'll know where to focus first based on your own setup.
Can my team join me?
Yes. You're welcome to invite your team but they must register separately with their own email so they can officially save their seat. It's free, no extra cost either way.
✨ THE FIND YOUR FIRM'S #1 AI OPPORTUNITY WORKSHOP STARTS IN: ✨
IT'S TIME TO IDENTIFY YOUR BIGGEST OPPORTUNITY WITH AI AND TAKE ACTION!👇🏼
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