AI Essentials
AI Essentials
For the CAS practice without a dedicated AI champion.
The platform, the curated workflows, the 30-day plan, and a monthly coach who walks you through it — bundled into one product, one price, one decision.
The Problem
The gap you've been working around.
Most AI is built for one of two buyers. Consumer tools assume you're working alone, on disconnected one-off tasks. Enterprise platforms assume you've got a fifty-person team with a dedicated AI champion running adoption across the firm. If you're a CAS practice owner trying to lead AI adoption as one job among many, you're in the gap.
No Dedicated Champion
You don't have someone with twenty hours a week to lead this
You're the partner. You're closing the books. You're chasing W-9s, running team check-ins, talking to clients. AI implementation is the sixteenth thing on a list of fifteen — and it never gets the focus it needs to compound.
No Time to Evaluate
You can't test fifteen tools and assemble your own plan
Every hour you spend evaluating AI is an hour you didn't bill. The firms that get this right have someone whose job is to test, build, document, and lead — not someone fitting it between client calls.
A Window That's Closing
The compression isn't waiting for you to be ready
Compliance work is being commoditized in real time. The firms still hoping to figure AI out next quarter are the ones that will be having the fee conversation a year from now. You don't have unlimited runway.
Built For Your Reality
The practice where the partner is also the AI lead.
I tried to lead AI adoption inside my own CAS practice while running it. It doesn't work the way the books and webinars say it will. There's never enough time, and the daily demands of client work always win.
What works is having a system that doesn't ask you to become a full-time AI champion to make progress. AI Essentials is that system. It's the platform, the curated starting workflows, the 30-day plan, and a monthly call where you can ask the questions a written guide can't answer.
If you're ready to invest in a dedicated champion driving firm-wide change, AI Practice Transformation is the right product. If you're the one driving adoption between client calls and the month-end close, this page is for you.
What You Get
Five things, bundled into one subscription.
The platform is the tool. The wrapper — the curated workflows, the 30-day plan, the monthly coaching call, the co-workbook — is the guidance that turns the tool into results.
The Humans+Agents platform
A complete AI implementation practice covering every aspect of running a business — 1,297 executable workflows plus the tools to track your team's adoption end to end.
The Solo Quick Start pathway
Twelve curated high-impact workflows chosen specifically for solo and small-firm practitioners. Not 1,297 workflows to browse. The twelve that change your week.
Your Practice, Automated
The co-workbook and 5-day implementation video course written specifically for CAS practitioners using Claude Cowork. Practical, not theoretical.
A 30-day guided onboarding
One focused implementation per week, delivered by email, with a five-minute video walkthrough and a specific deliverable each week. You ship four implementations in your first month — not "tries."
A monthly live implementation call
Sixty to ninety minutes with Peter. One workflow walked through live, Q&A from attendees, and a preview of what's coming next. Recorded and added to your member library.
Your First 30 Days
Four weeks. Four shipped implementations.
Every week has a target outcome. After thirty days, you're not "trying AI." You've shipped four implementations, one of them client-facing, and you've started a knowledge system that gets stronger every week.
Your first AI workflow
Bank transaction categorization or client communication templates. Setup, execution, and a tangible win in seven days.
Automate your month-end
Bank rec, exception flagging, and client-ready reporting tied together. Cut your close time by 40% or more.
Your first advisory deliverable
Produce something for a client you couldn't produce before. A financial analysis, a benchmarking report, a strategic recommendation that lands.
Build your knowledge system
Encode your practice — client specifics, pricing logic, service delivery SOPs — in a structured format that AI can use. The compounding starts here.
The Monthly Call
One live call, every month. With Peter.
The format is consistent: 30 to 40 minutes implementing a workflow live so you can see exactly how it works, 20 to 30 minutes of Q&A from attendees, and 10 to 15 minutes on what's next plus one AI development worth knowing about.
Every call is recorded and added to your member library. Miss one, watch it later. Want to revisit the bank rec walkthrough from three months ago? It's there.
This isn't a Slack channel and it isn't a peer mastermind. It's a structured teaching session focused on hands-on implementation — the part most AI training skips.
Pricing
Three tiers. One package.
Every Essentials subscriber gets the same package — the platform, the Solo Quick Start, the full workflow library, the co-workbook, the 30-day onboarding, and the monthly live call. The tiers differ only in how many people you license.
$1,500/year
Single-user platform access. Built for the 1-staff CAS practice.
$2,500/year
Up to ten user licences (individual logins required). Anyone from your team can attend the monthly call.
Price on application
Same package, more users. For practices that have grown past ten and want everyone on the same system.
When a Solo subscriber hires, they move to Team on the same platform — no migration, no relearning. When a Team subscriber outgrows ten licences, they move to Team Plus. And when the practice is ready to invest in a dedicated AI champion driving firm-wide change, AI Practice Transformation is the next step.
Why We Start With a Consultation
Thirty minutes. No pitch.
Not every practice is ready for Essentials, and not every practice that's ready needs Essentials. A thirty-minute consultation with Peter sorts that out before you spend any money.
On the call, we'll cover:
- The two or three workflows that would make the biggest difference in your practice this month
- Which tier — Solo, Team, or Team Plus — fits where you are now
- Whether Essentials is the right product at all, or whether AI Practice Transformation is a better fit if you've got someone ready to drive AI inside the firm full-time
- What the first thirty days would actually look like in your practice
If AI Essentials is the right move, you'll know. If something else fits better, Peter will tell you. No pitch — just a working conversation between two people who know what running a CAS practice actually involves.
Your Move
Thirty days from now, you could be running on a system that compounds.
The platform. The workflows. The plan. The coach. One product. One price. One decision.