Hey Everyone! I apologize but I have a sinus infection and looking at a screen has been challenging this week. I’’m canceling our call, but can also try and reschedule for sunday If yall want! Let me know! Have a great weekend!

Y’all know I’m big on working smarter, not harder — and these are the AI tools that keep IAM Accounting running efficiently while saving me hours every week. 💡 My Core AI Stack - ChatGPT (GPT-5) – Tax strategy drafting, workflow building, emails, proposals, and SOPs - Hedra AI – Auto-captioning, repurposing, and short-form video editing - HeyGen – AI avatar videos for faceless content and training clips - Sora 2 / OpenAI Video Generator – Video storytelling and ad visuals - Loveable.dev – AI website builder (used for landing pages and funnels) - Gamma App – AI presentation and slide deck builder - Canva Magic Studio – Design and AI-powered visual creation - Notion AI – SOP, checklist, and content planning organization - VidIQ / TubeBuddy AI – YouTube optimization and keyword research - Scribe / Loom AI – Process documentation and client training - Descript AI – Video and podcast transcription/editing - Zapier + AI Actions – Connects apps and automates GHL, TaxDome, and QBO tasks 💬 Drop a comment and let me know which AI tool you can’t live without — or which one you want me to break down in our call this week!

Recordings for the last two weeks are now available in the Replay Vault

This plug-and-play Google Sheet helps you: ✅ Track what each client has pending to submit ✅ Set simple color-coded statuses for missing docs ✅ Stay organized with built-in upload date columns ✅ Keep everything in one place — no more messy threads or DMs 🔗 Grab the free Client Status Tracker here: 👉 Client Status Update Tracker Template

Hello all, I'm Carolyn owner of Harvesting Wealth LLC. I'm from NJ but live in Houston TX. I'm currently in the beginning stages building my accounting firm for the second time around. I am here to be surrounded with like minded individuals who can help me in my journey. I'm excited to learn new things and share whatever knowledge I have along the way.