I did something recently that genuinely surprised me. I used AI to review a full set of year-end financial statements. Not summarise them ... actually review them. It opened the accounts, checked the numbers, flagged errors, and corrected mispostings directly inside QuickBooks Online. Some of it was remarkable. Some of it was concerning. Both reactions are appropriate. So next Wednesday — 3 June, 4pm UK / 11am ET — I'm going live for 60 minutes to show you exactly what happened. I'll cover: - Why agentic AI changes everything accountants thought was possible - What happened when I used AI to review my own year-end accounts - Whether junior bookkeeping and data-entry roles are genuinely at risk - The hidden limitations I discovered during real-world testing - Why privacy and client confidentiality are now the most important conversations your firm needs to have This isn't theory. This is me showing you what I actually tested ... what worked, what didn't, and what it means for your firm. 👆 Head to the Calendar tab 👆, find the June 3 event, and add it to your calendar. The Zoom link is right there. What's your gut reaction — do you think AI can genuinely replace parts of what accountants do? 👇

Most people sign up for Claude, open the chat, ask a few questions ... and never touch the other 90% of what they're paying for. Sound familiar? I've just released a full walkthrough video that takes you through every Claude feature you need to know ... in the exact order you should learn them. This is actually part of a course inside the AI Academy ... but I wanted to give you a taster of what we do in there. So here it is. We don't just jump into the features. We start with the settings that most people skip ... and they're the ones that make the biggest difference. In the video I walk you through: • The 5 chat settings you should configure before doing anything else (and why custom instructions is the single highest-impact one) • Why the privacy toggle matters when you're handling client data • How to choose between Sonnet, Opus, and Haiku without burning through your usage • All 13 Claude features explained step by step ... from basic chat to Connectors, Projects, Cowork, Skills, Design, and beyond • The additional settings you need when you move to Cowork (folders, permissions, CLAUDE.md, and more) • What makes Live Artifacts, Claude in Chrome, and Claude in Office different from normal chat This is the video I wish I'd had when I first started with Claude. It's 48 minutes, but think of it as your roadmap. You don't need to learn everything at once. Start with the settings, then work through the features one at a time. You'll see the video below 👇 Your Homework I've given you a lot in this video. Now it's your turn. Drop a comment below and tell me three things 👇 Which feature surprised you the most? Which one made you think "I didn't know Claude could do that"? Which feature are you going to try first this week? Not someday. This week. Pick one and commit to it. What questions have you got? If you want to go deeper on any of these features, let me know. I create training on exactly the topics you ask for. Don't just watch and move on. The people who get value from this community are the ones who take action.

Let me ask you something… What if you could build an interactive financial dashboard for your business, or a client in minutes… not hours? I’ve just recorded a short video showing what this looks like in practice… and why it matters for accountants and bookkeepers who want to deliver better advisory. Here’s what I cover in the video: • What an interactive client dashboard can look like (with real financial insight, not just pretty charts) • How you can turn financial statements into something clients actually understand • Why this kind of output can lead to better client meetings and better decisions If you want to stay ahead of where advisory is heading… watch this now. 👉 Click the link here to book your place on the webinar (where I’ll go into the full step by step). And comment below: 💬 If you could wave a magic wand… what would you want your perfect client dashboard to show?

I want to hear from you—What’s the biggest success you’ve had using AI in your practice so far? Maybe it saved you hours on a task you used to dread…Maybe it helped you deliver more value to a client…Or maybe it just made something click that used to feel complicated. Whatever it is—big or small—I’d love to know. 👇 Share your AI win in the comments so we can celebrate (and learn from) each other. Let’s build a library of real results.

You may have noticed something new… We’re planning to rename this group from “ChatGPT for Accountants” to simply “AI Community.” Here’s why: 1. Stronger alignment: This is the free companion to our premium group, the AI Academy—and this new name helps tie the two together more clearly. 2. Broader focus: While ChatGPT has been our main focus so far, tools like Grok 4 and others are quickly becoming part of the conversation. This name gives us space to explore all the best tools with you. 3. It’s a real community: With nearly 1,000 accounting professionals joining in just 3 months, this has grown into something more than a resource hub. It’s become a place to connect, share, and grow together. 🗣 I’d love to hear your thoughts: - Does “AI Community” feel like the right fit? - Any concerns or suggestions? - Or does it just make perfect sense? 👇 Drop your thoughts below—and thanks for being part of this growing group!