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Value Pricing for Accountants

1k members • $7/month

AI Community

3.3k members • Free

3 contributions to AI Community
📌 Start Here! (Welcome & Introduction) 🚀
Welcome to the AI Community! I'm thrilled you're here. 👋 Watch the quick START HERE to get oriented and see exactly how to make the most out of your membership. You can find it here. Then, let's get connected—introduce yourself below! Share where you are from, what you're excited to learn about AI, and your biggest goal for joining this community. This is your place to explore, engage, and elevate your accounting practice through cutting-edge AI. I'm here to support your journey every step of the way. Let’s get started! 🎉
1 like • 24d
Hi Everyone I am Dana from Kelowna, BC. I run a bookkeeping firm and am expanding in advisory. I currently use Claude for a lot of administrative work and am looking forward to see how everyone else is using AI in their practices.
Apologies - May be completely off-topic
I have become quite fed up with QBOA. Wish the old Desktop were still around. That being said, anyone else been been frustrated? Any other accounting software you recommend? The AI built into QBOA is making more problems with incorrect COA entries.
2 likes • 27d
We also prefer Xero to QBO. We traditionally used QB Desktop but we have way too many issues with QBO and their support lines are so frustrating.
🤖 Live in 2 hours: Agentic AI Setup
AI that just answers questions is old news. The interesting part is when it can actually act inside your projects ... read files, edit them, run tasks, follow instructions across several steps without you typing each one. That's agentic AI, and it's what I'm covering live today at 4pm UK, using Claude Cowork and ChatGPT Codex. In the session I'll cover: - What agentic AI actually means, and why it changes how firms use AI - How to set up a project properly, so the AI has real context to work with - Why knowledge files are the difference between a clever chatbot and a colleague who already knows how you work - The guardrails that keep this reliable instead of turning into chaos I've been living inside both tools for weeks now, and the setup step is where almost everyone gets it wrong. Full details and the join link are in the Calendar tab 👆 Which one have you already got installed ... Claude or ChatGPT? Tell me below 👇
1 like • Jul 7
We use Claude.
1-3 of 3
Dana Sutton
1
1 point to level up
@dana-sutton-6770
President of Open Road Accounting & Payroll Solutions, Kelowna, BC Canada

Active 2d ago
Joined Jun 11, 2026
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