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Owned by Mark

AI Community

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

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Unlock productivity with expert-led AI training, ChatGPT, Claude, & powerful prompt library. Designed for business owners + accounting professionals.

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208 contributions to AI Community
🤖 Next Wednesday: Can AI Replace Accountants and Bookkeepers?
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? 👇
🤖 Next Wednesday: Can AI Replace Accountants and Bookkeepers?
0 likes • 6d
@Donna Olah-Reiken That's so cool that you're involving your team and reading the book together. Remember, I have a live session with Alexis on June 2nd where I'll be interviewing him and asking questions about his book.
0 likes • 50m
@Rachael Woosey Thank you for the feedback. I really appreciate it. I had fun delivering it.
📘 Free eBook: The 5 AI Tools Smart Accountants Are Using
A few days ago I asked if anyone wanted to see the guide I put together on the five AI tools I keep coming back to. The response was clear. So here it is. It’s a short, practical guide — 32 pages, no fluff. You can read it in about 20 minutes. It covers: • The five tools that actually make a difference in an accounting firm • Where most accountants waste time with AI (and how to avoid it) • What to focus on first so you get quick wins without overwhelm • A bonus tool almost nobody talks about I wrote it because there’s so much noise around AI right now. Every week there’s a new tool, a new feature, another person telling you what you should be using. This guide cuts through that. Grab your free copy here 👉 https://ebook.the-ai-community.com Let me know which tool surprises you most. 👇
📘 Free eBook: The 5 AI Tools Smart Accountants Are Using
1 like • 4d
@Chris Fisher Are you planning to come to my live session this week? You'll find the details if you click on the classroom tab above.
0 likes • 51m
@Rachael Woosey Once you've read it, let me know which is your favourite that you're going to dive into first.
🚀 This Dashboard Could Change How You Deliver Advisory
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?
🚀 This Dashboard Could Change How You Deliver Advisory
0 likes • Mar 1
@Donna Olah-Reiken I'm not sure. I'm unfamiliar with the concept of un-posted transactions in QBO. Can you produce reports in QBO that do include those areas, those transactions in the review area? The dashboard I created was based on uploading spreadsheet data. If you can export from QBO a P&L; and balance sheet that includes those unposted transactions, then the answer is yes. Of course it may be that you want to build a dashboard that has the QBO API key so it pulls in data directly. If you do that I'm not sure whether there's a facility to pull in those unpostered transactions. I'll have to do some research.
0 likes • 53m
@Gene Austin I don't think there is a webinar replay, but I did create videos walking through how to do this inside the AI Academy.
🎥 Missed Yesterday's Webinar? Here's the Recording
Over 200 people showed up live yesterday as I tackled the big question head on: can AI replace accountants and bookkeepers? If you missed it... the recording is now on YouTube. 👉 Will AI Replace Accounting and Bookkeeping? Here's what we covered: - Why agentic AI is fundamentally different from ChatGPT chat — it doesn't just answer questions, it takes actions inside your software - What I actually did using agentic AI on my own year-end accounts (bookkeeping, financial statement review, correcting journal entries — all done by AI) - Cowork vs Codex — which tool to use and why - The 6 techniques that get the best results from agentic AI - Privacy, security, and costs — and why the picture is more positive than you might think I also ran a live poll during the session. Check out the results in the image below ... they tell an interesting story about where most people are right now. The number one barrier? Privacy and security (26%), closely followed by not knowing how to do it (25%). Both of those are addressed in the recording. Which of those barriers resonates most with you? 👇
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📌 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! 🎉
0 likes • 6d
@Sead Haxhijaha Welcome to the AI community, and I hope you've been having lots of success with your value pricing over the years. I'm running a couple of live sessions soon, and I hope to see you there. If you click on the calendar tab above, you'll see what is scheduled for next week. Hopefully I'll see you live at one of them.
0 likes • 3d
@M Kamran Welcome to the community. Whereabouts are you based in the UK. I ran my accountancy practice from Sheffield until 2003, and for the last six years I've been living in Portugal.
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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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