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🚀 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
The price is about to go up... get in now
The video below is a sneak peek of my latest course in the AI Academy... how to build apps with VIBE CODING. It's remarkable what we can now build with AI. If you're not yet part of the AI Academy, the price is going up at the end of the week. So if you want to lock in your "Early Access Member Price" now is the time to join. Join here before the end of the week and **lock in** this low price (the price never goes up for existing members). And if you want more information first, you can find out more here. 👇 Let me know below if you have questions. 👇
The price is about to go up... get in now
24 hours to go: why attending live matters
When you attend live, you get: - A 7-day free trial to the AI Academy (live-only) - The ability to ask questions and shape the discussion - And a BONUS Prompt Engineering report that shows you how to structure prompts properly so you get better, more professional results This 8-page bonus report explains: - Why AI feels inconsistent when prompts lack structure - The five elements every strong prompt should include - How structured prompts turn vague outputs into client-ready insight - How AI can go beyond text… including building Excel models and turning them into client-facing apps If you want to move beyond experimentation and start using AI deliberately and confidently inside your firm, show up live. We go live this time tomorrow. 👉 Save your seat here
24 hours to go: why attending live matters
I’m running a live AI working session on February 25th
👉 You can register for the live session here. Most people know AI matters. But knowing that… and actually using it well inside your business… are two very different things. A lot of people have tried ChatGPT. They’ve tested a few prompts. Maybe even a couple of tools. And then quietly thought: “Why isn’t this saving me much time?” The problem isn’t effort or intelligence. It’s structure. On February 25, I’m running a live, practical AI working session for accountants and bookkeeping firm owners. This is not a theory session. Not a tool demo. And not AI hype. I’ll show you how AI is already being used inside accounting firms to remove friction, reduce thinking time, and make day-to-day work feel lighter. 👉 You can register for the live session here
I’m running a live AI working session on February 25th
Do you want help with value pricing - for FREE?
🎉 I’ve just launched a brand-new free community on Skool called the Value Pricing Academy. If you're serious about getting better prices, increasing your margins, and ultimately growing a more profitable firm. This is the place to: ✅ Get support on your pricing journey from me, my team, and like-minded professionals ✅ Access free training videos, resources, and Q&As to help you improve your pricing fast ✅ Explore advanced options (if you want to go deeper) including premium training, advisory, and marketing systems To find out more, start by watching the 5-minute video. This is where the journey starts. And it’s 100% free to join. 👉 Join for free here Already a member of the Value Pricing Academy? If so, nothing changes for you (I explain in the video)... and in the Monday newsletter you will get a detailed explanation and video from me (so look out for that at 11am ET on Monday). 💬 Questions? Ask below if you have any questions. I look forward to welcoming you inside my other Skool community - Value Pricing Academy. See you inside!
Do you want help with value pricing - for FREE?
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