Accounting Firms
AI automates the compliance work. What do you sell when the audit is automated?
Tax prep, bookkeeping, and basic audit are commoditizing. The firms that win are the ones that change what they offer.
The pressure accounting firms are facing right now.
Compliance work — the foundation of most firm revenue — is being automated faster than anyone expected.
Clients see AI doing their bookkeeping and wonder why they need a CPA firm at all.
Advisory services are the obvious pivot, but nobody on the team knows how to price or sell them.
Fee pressure from tech-forward competitors who are already offering AI-augmented services at lower rates.
What the Workshop produces for accounting firms.
Two days with your senior team. You leave with 2–3 offerings like these — specified, priced, and ready to take to market.
AI-powered financial health monitoring
Continuous analysis of client financials with proactive alerts — a subscription service, not an annual engagement.
Strategic tax planning advisory
AI handles the data crunching. Your team handles the strategy. Sold on value, not hours.
Fractional CFO service for mid-market clients
AI-augmented financial oversight for companies too small for a full-time CFO. Recurring monthly revenue.
$15,000
Fixed fee. Two days. 2–3 offerings ready to sell.
30 minutes with Shawn Yeager. No pitch.