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Owned by Mark

AI Community

3.3k members • Free

Helping accountants & bookkeepers confidently leverage AI, ChatGPT & Claude to streamline workflows, boost profitability, and future-proof themselves.

AI Academy

662 members • $89/m

Save 10+ hours a week in your accounting firm with AI — even if you have never written prompts. The AI playbook for CPAs, accountants and bookkeepers.

Memberships

The AI Advantage

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Lovable AI

1.4k members • $36/month

The Virtual Bookkeeping Series

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Number Coaching Academy

16 members • $39/m

Almost Evergreen

763 members • $444

AI Pioneers

8.4k members • Free

ChatGPT Mastery

737 members • Free

Value Pricing for Accountants

1k members • $7/month

AI Foundations

569 members • $67/month

227 contributions to AI Community
Co-Pilot Question
When using Co-Pilot in an excel file, how secure is it to be using AI with financial data?
0 likes • 3h
I don't use their AI, but my understanding is, Microsoft 365 Copilot is generally suitable for financial data when used through your organisation’s business account. Microsoft states that prompts, responses and company data remain within its enterprise security environment and are not used to train its underlying AI models. You should still check on the GDPR compliance.
📌 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 • 6d
@Banilka Beebe Thank you for such a lovely introduction. If you want to create your own Skool Academy, which is a great idea, I do have a private course for people who use my Skool affiliate link to set up their community. This is my link. I haven't updated the course for a while, but if you have any questions about Skool, I'm happy to help.
0 likes • 17h
@Kelly Davey I'm glad you enjoyed the webinar I did on CPA Academy. If you want to learn more about AI, I have a live session this time tomorrow. Details in the calendar tab above
🎨 ChatGPT quietly killed Canvas
If you've been searching for the Canvas button in ChatGPT and coming up empty... you're not imagining things. OpenAI has started phasing Canvas out. As of the newer GPT-5.5 models, it's no longer available, and the shutdown for everyone else is only a matter of time. A few things worth knowing: - Canvas isn't gone completely... it's being folded into "Writing Blocks", editable documents that appear inside your normal chat - For bigger, more polished deliverables (reports, spreadsheets, presentations), OpenAI is pushing people towards a newer feature called "ChatGPT Work" - None of this has been clearly announced or explained... which is why it just feels like the button vanished My honest take... this is a pattern worth watching, not just with Canvas. Features you rely on today can disappear or move with very little warning. Worth checking in on the tools you depend on every so often, rather than assuming they'll stay put. Has Canvas disappeared for you too? Or have you already found your way to Writing Blocks or Work? 👇
Creating Website
Which AI tool is easiest for creating a website from scratch that is hosted by GoDaddy? Is GoDaddy's AI tool worth a look?
0 likes • 3d
The simplest system right now is the brand-new ChatGPT Sites feature, which I plan to do a video on soon. Alternatively, you can vibe code your website using a vibe coding app like Loveable. I built a couple of websites using lovable.
🎬 New video: Claude Team Plan now starts at just 2 seats
If you've ever thought Claude was too expensive to run for your firm ... this changes things. There's been a lot of confusion about whether Claude's Team plan needs a minimum of five seats or two. I set one up to get you the real answer ... and it's now just two. That finally makes it competitive with ChatGPT's business plan for solo and small firms. In the video I walk you through: - The real minimum, and why the pricing page confuses everyone - How to set up a Team plan, step by step - The important catch: it creates a new account, so your existing projects and chats don't carry over - Why your old Pro plan keeps auto-renewing until you cancel it Watch it here: https://youtu.be/vVzLXUEgwv8?si=OwCKV8rTsWeb0Ep_ Have you moved to a Team plan yet, or still weighing it up? 👇
1 like • 4d
@Banilka Beebe I've always found the guidance over setting up team or business plans - both OpenAI and Anthropic - really confusing.
1-10 of 227
Mark Wickersham
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@mark-wickersham-1857
Public speaker, author and entrepreneur teaching owners of accounting firms how to build more successful businesses.

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Joined Mar 19, 2025
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