# The AI Accountant

> Insights, tools, and strategies for accountants embracing AI. We help accounting professionals understand and leverage artificial intelligence to transform their practices.

## Pages

- [AI Black Belt Training](https://theaiaccountant.ai/teams): Private AI training for your CAS team. Five Black Belt programs, nine belts each — from workflow engineering to agent orchestration. Structured, CAS-native, built for teams.
- [AI Champions Circle](https://theaiaccountant.ai/circle): A peer community and accountability program for CAS firm leaders and champions actively driving AI transformation. Structured group sessions, one-on-one options, and direct access to a practitioner who gets it.
- [AI Essentials](https://theaiaccountant.ai/essentials): AI Essentials: the platform, curated workflows, 30-day plan, and monthly coaching call — built for the CAS practice without a dedicated AI champion. One product, one price, one decision.
- [AI Practice Transformation](https://theaiaccountant.ai/transformation): A leadership program for CAS practice owners and champions. Four live sessions, nine modules, and a transformation plan — direction before tools, strategy before software.
- [AI Readiness Scorecard](https://theaiaccountant.ai/scorecard): Free 5-minute assessment across five dimensions of AI readiness. Get a personalized report card with your score, gaps, and a specific action plan for your CAS practice.
- [AI Training Scorecard](https://theaiaccountant.ai/ai-training-scorecard): Six questions, scored out of twelve. A one-page diagnostic that grades any AI training on whether it builds an AI-native team or just earns a certificate. Free for CAS practitioners.
- [AI in the Gaps Toolkit](https://theaiaccountant.ai/toolkit)
- [AI-Native Practitioner Development Framework](https://theaiaccountant.ai/practitioner-development): A structured team development program that builds professional confidence through AI-assisted practice. Four exercises with ready-to-use prompts for CAS practice owners.
- [About Peter](https://theaiaccountant.ai/about): CAS practitioner, AI implementation specialist, and founder of The AI Accountant. 30+ years in public accounting. Building the AI operating system for mid-market CAS practices.
- [Book a free consultation](https://theaiaccountant.ai/consultation): Book a free 30-minute consultation with Peter McCarroll to discuss your AI readiness, scorecard results, and next steps for your CAS practice.
- [CAS AI Use Policy Kit](https://theaiaccountant.ai/ai-policy): 98% of accounting firms use AI. Only 21% have a policy. Get a ready-to-use one-page AI use policy template and a customization prompt tailored for CAS practices.
- [Coming Soon](https://theaiaccountant.ai/coming-soon): This page is coming soon. Stay tuned.
- [Contact Us](https://theaiaccountant.ai/contact): Get in touch with The AI Accountant team. General enquiries, content contributions, and speaking engagements.
- [Encoding Loop Starter Kit](https://theaiaccountant.ai/encoding-loop-starter-kit): A free 5-component toolkit for CAS firms standing up their first AI encoding loop in 90 days. Loop diagram, Correction Capture workbook, Vertical Narrowing Worksheet, Champion role spec, and 90-day roadmap with kill criteria.
- [Humans+Agents Platform](https://theaiaccountant.ai/platform): The operational platform for CAS practices ready to move from AI experiments to structured, measurable, firm-wide adoption. Training, workflows, and implementation tracking in one system.
- [Is your accountant ready for AI? Ask them these five questions.](https://theaiaccountant.ai/ask): Five questions to ask your accountant about AI. A good one can answer them all before you've finished asking. If yours can't, that's worth knowing now.
- [QC Starter Kit](https://theaiaccountant.ai/qc-starter-kit): A correction log, an exception register, and a 5-page how-to with a capture prompt — so you can start the record on your very next review of AI-produced books.
- [Resources](https://theaiaccountant.ai/resources): Free resources for CAS professionals building AI-native practices. The Your Practice Automated book on Claude Cowork, the AI in the Gaps Toolkit, the AI Readiness Scorecard, the Practitioner Development Framework, the Fee Stress-Test Calculator, the Vendor Test Pack, the Agent Builder Workbook, the QC Starter Kit, and the Encoding Loop Starter Kit.
- [Sequoia just called your practice a market opportunity](https://theaiaccountant.ai/webinar): Join Peter McCarroll for a live analysis of Sequoia Capital's "Services: The New Software" thesis and what it means for your CAS practice. Friday, March 20, 2026.
- [The Agent Builder Workbook](https://theaiaccountant.ai/agent-builder-workbook): Five fillable exercises that take you from one paragraph to a working three-agent chain — and from one chain to your whole client book. Free workbook from The AI Accountant.
- [The CAS Coordination Tax Audit](https://theaiaccountant.ai/coordination-tax): A structured prompt that identifies every coordination event in your work week and calculates the dollar cost. Most practitioners discover 15-25% of their week is coordination overhead.
- [The CAS Judgment Audit](https://theaiaccountant.ai/judgment-audit): A structured prompt that walks you through your work week and classifies every activity as intelligence or genuine judgment. Find out where your real moat lives.
- [Vendor Test Pack](https://theaiaccountant.ai/vendor-test-pack): Three operational tests every CAS firm needs before the next AI vendor breaks something quietly. Drift detection, portability evaluation, version trail. Free download.
- [Where we're going with AI](https://theaiaccountant.ai/where-were-going): A CAS practitioner's honest view on what the next 12–18 months look like for accounting firms. The commodity layer, the pricing pivot, the knowledge advantage — and the window that's closing.

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Last updated: August 10, 2026