Become an AI champion in 30 days
Tactical skill-building with tools like Claude Cowork and building scalable AI-based playbooks your whole team can use.
This program includes
- 65+ self-paced lessons and hands-on assignments
- Dedicated 1:1 coaching included
- AI implementation plan built for your firm
- Community of AI-native firm owners
- Weekly live office hours
- Accounting Claude skill package
Your instructor
Toni Witt
Co-founder & CEO, Sweet
- 100+ publications on AI
- Top 0.1% Claude user
- Learned from hundreds of leading firms on getting the most out of AI
Wake-up call
The math is changing.
What a staff accountant spends a day on, an AI-native firm does before lunch. Bank rec: 30 seconds. Tax return prep: 30 seconds. Financial cleanup: minutes. This isn't a productivity experiment — it's a structural replacement of billable hours. Firms that adapt in the next 12 months will have a cost and speed advantage that is simply not closeable by firms that don't.
Win back your time.
Imagine hitting a 40-hour week end of March. Or clocking out on Friday at 2pm to play soccer with your kid while your firm keeps growing. Your team handling twice as much as before. That's not fantasy, that's an AI-enabled firm.
“Being ‘good’ at AI doesn't just mean knowing all the latest models and writing fancy prompts. It's about building the right systems in your firm.”
I don't know where to start with AI and Claude.
This is the best place to start. We've condensed over two years of experience working with top-performing accounting firms and deploying powerful AI systems.
I'm not sure if my client data is secure using AI.
Learn how to use AI safely & securely — and how it impacts your professional liability.
I'm not sure where AI can help me and my firm.
Not only do you learn best practices from top firms, we build a personalized AI implementation roadmap for you.
I'm not sure how AI works with my existing tech stack.
Learn how AI can help you in any systems or processes you already have.
I don't have time to learn and make changes to my firm.
This course isn't on top of your current work. You do it through your current work. By the end you'll have saved more time than it took to learn.
I've tried new tools but nothing sticks.
This isn't just about learning new tools. It's about building scalable AI playbooks that take your firm to the next level — initiatives that stick, not fizzle out.
Is this right for you?
Accounting practice owners
Who want to:
- Make their firm more efficient
- Scale but not just by hiring
- Add more value to clients by going beyond compliance work
- Stay on top of change and become category leaders
Accountants in leadership roles
Who want to:
- Bring more AI gains into their organization
- Lead others around them
- Make their day-to-day easier & more exciting
- Skip levels up the career ladder
Internal AI champions & IT leaders
Who want to:
- Own the AI transformation in their firm
- Become the person everyone turns to on AI
- Build the knowledge and credibility to drive real change
- Elevate their role from IT support to strategic leader
Not for you if you:
- Have never used ChatGPT before
- Want to keep doing things the old way
- Don't want to expand your firm & career into uncharted waters
- Have bigger fish to fry (no clients, poor pricing, staffing emergencies)
Course overview
1Week 1 · Unlocks May 1AI Foundations & Firm Audit
~3–4 hrs
AI Foundations & Firm Audit
We start with a comprehensive AI audit of your firm — producing a personalized plan of attack for the program and beyond. You'll get Claude set up for your specific practice and leave week one with a clear, honest picture of where AI fits in your business.
- Welcome!
- When AI Can Do Accounting — Who Else Are You?
- Overview of the AI Ecosystem
- Death of the Middle
- Elimination vs Delegation vs Automation
- Do Less or Do More
- Setting Up Claude
- Security & Privacy
- Assignment: Use /audit-me
2Week 2 · Unlocks May 8Mastering Claude Cowork & Using AI
~5–6 hrs
Mastering Claude Cowork & Using AI
A deep dive into Claude Cowork — the operating system for your AI-native firm. You'll actually build something by the end of this week, and we'll help you do it.
- What Makes an Agent
- Claude Cowork: Local Files & Folders
- Assignment: Create a Project & Set Global Context
- Assignment: Describe A Workflow
- Claude Cowork: Skills
- Assignment: Use /skill-creator
- Claude Cowork: Plugins & Connectors
- MCPs
- Claude Cowork: Artifacts
- Assignment: Claude & Excels
- Claude Cowork: Dispatch
- Claude Cowork: Scheduled Tasks
- Running Agents on a VM
- What is Claude Code?
- Claude in Excel
- Assignment: Build Your First Agent
- Comparing Models
- Assignment: Compare Model Performance
- Prompting
- Creating Plans: Know the Goal
- Context is Your Compounding Asset: Folders as Agents
- Context & Token Management
- Assignment: Setup AI Notetaker
- Obsidian / Markdown Files
- Assignment: Use Markdowns to Exchange Context
3Week 3 · Unlocks May 15Building AI Systems That Stick
~5–6 hrs
Building AI Systems That Stick
Real playbooks from real firms. This week is about embedding AI into the actual workflows of your practice — not just knowing what's possible, but having it running.
- 8 Workflows Using Zapier + n8n
- Other Agent Tools
- Building Your AI Chief of Staff
- AI For Creative
- Voice and AI
- Using Loom AI For Client Comms
- Re-build Your Website w/ AI Pt1
- Re-build Your Website w/ AI Pt2
- Assignment: Revenue Exposure Analysis
- Systematize Your Engagements
- Build vs Buy
- Playbook: AI for Accounting
- Playbook: AI for Tax
- Playbook: AI for Leads & Onboarding
- Playbook: AI for Nurturing & Revivals
- Judgement Is The New Bottleneck
- Packaging & Pricing in the AI Era
- Playbook: AI for Advisory & Planning
- How AI Impacts Your Professional Liability
- Change Management
- Encourage Team Wins
- Assignment: Teach Someone Else
- Assign an Automation Point Person
- Swipe File: Staff AI Skills Assessment
- Using AI to Turn Compliance Clients to Advisory Clients
- Assignment: Create a 90-Day AI Plan
- Creating an AI Policy
4Week 4 · Unlocks May 22The AI-Native Mindset
~3–4 hrs
The AI-Native Mindset
The final week is about thinking differently — not just using better tools, but becoming a different kind of leader. We look at what the most successful firms are doing and where the industry is heading.
- The $1M 1-person Firm
- Day in the Life of an AI-Native Accountant
- AI-Native Accounting Firms: Growth, Exits
- Offering AI Back-office & Ops Advisory Services
- Own Your Data
- Taste is Your Edge
- Using Your Brain
- When to Move Fast, When to Wait
- "Floor Not Ceiling" Mindset
- The New 10X Hire
- Everyone is a Manager
- FOBO: Fear of Becoming Obsolete
- Stay Up to Date on AI in 5 mins / week
- Creating a New Identity
- Looking Ahead
- Back of the Napkin Summary
Included with every seat
Plus a full resource pack.
Frequently asked questions
How much does it cost?+
$1,950 — launch pricing for this first cohort, it will go up. Compare that to done-for-you consulting or agency work, which typically runs $10,000–$20,000+ for a single engagement — and that doesn't give your team the skills to keep going. The automations you build during the program alone will win the investment back in hours saved. Refer someone and you both get $200 off. Book a call with Toni if you want to talk it through.
What is the Community Plan?+
$145 / 4 weeks. Regular exclusive content, access to a Slack community of accountants building real AI systems and AI engineers who can help, new playbooks, new tool reviews as things come out — plus access to QQ, our QuickBooks MCP. Members also get the Claude skill package and tech stack swipe file. The natural next step for Accelerator graduates who want ongoing guidance as the landscape keeps moving.
How much time does it take each week?+
Under 10 hours a week, all in — lessons, assignments, coaching calls, AMAs, and community. Most people fit it in evenings, lunch breaks, or weekends.
Do I need any technical background?+
If you've used ChatGPT or Claude a handful of times, you're ready. No coding required.
Will I have lifetime access to everything?+
Yes — all course content and future updates are yours to keep. You also get 2 months of community access with check-ins at 30 and 60 days post-program. After that, the Community Plan keeps you plugged in.
Can I enroll people on my team?+
Yes — it's a great way to upskill your whole team. We offer reduced rates for multiple seats. Book a call with Toni to work out the details.
What type of firm or accountant is this for?+
Most of our students are owners of small practices — tax, bookkeeping, advisory, CAS, or a mix. The skills, playbooks, and frameworks in this program apply across all of them. If you're an accountant in a leadership role rather than a firm owner, it's equally relevant — the tools and systems you'll build work regardless of your specific domain or practice area.
What is your refund policy?+
Refunds are available up until the program start date. After that, we're unable to offer refunds — each seat requires meaningful setup cost on our end, from onboarding you into the community and systems to the 1:1 coaching time reserved for you. Spots are also very limited, so a late withdrawal takes the seat away from someone on the waitlist. We want to make sure this is the right fit before you commit — book a call with Toni if you have any questions.
Reinvent your firm with AI in 30 days.
65+ lessons, 1:1 coaching, a custom AI implementation plan, and a community of firm owners doing the same thing — all for launch pricing that won't last.