04/06/2026
Yesterday I ran Claude for Accountants live.
A paid workshop for firm owners.
Over the last few days, 600+ of you commented asking me to show you how.
More than 120 turned up, from the UK to Canada, Oman and Trinidad.
It was meant to last two hours.
We ran for three.
No theory. No slides about 'the future of AI'.
I took a pile of raw client records and built a full set of accounts, live.
Then the one everyone had been waiting for π
A live client dashboard, built from scratch, pulling in real Xero data.
The kind of dashboard you pay a monthly app for.
I showed them how to build it.
Then how to connect their own Xero in about five minutes.
One firm owner told the room their staff take four hours to do a job. Claude did it in about five minutes.
Here's how it landed in the chat:
"Incredible session." Ameer
"That really was mind blowing." Jayen
"I've built basic stuff, but this is the next level." Gill
"I've replaced a lower level outsourced resource with Claude." Khushal
If you missed it, here's the good news.
I recorded the whole session, and you keep the full pack:
β
The live Xero dashboard build
β
The working papers, rebuilt in Excel
β
The AI policy
β
The tax return tracker
β
The slides
This was a paid workshop, so it isn't a freebie.
But for a short window, you can get the recording and everything with it for the same price the room paid.
Comment 'Claude for Accountants' below and I'll send you the link.
For a quicker reply, DM me.
PS: In 18 months there will be two kinds of firm. The ones using this, and the ones still talking about it. Which one is yours?