Tools, templates, and guides you can put to work today.
100 specific AI workflows across 20 categories — built for the work that happens between your core cloud platforms. Every workflow is scored by effort and impact, organized by category with implementa...
Download the toolkit25 questions across five dimensions. A clear-eyed diagnosis of where your CAS practice stands on AI readiness — and what to focus on first. Takes about 5 minutes. You'll get a personalized report card...
Take the assessmentVenture capital is targeting accounting. In this live webinar, Peter McCarroll walks through Sequoia Capital's framework, why CAS practices are the target, and the concrete moves that separate survivo...
Register for the webinarA ready-to-use one-page AI use policy template written specifically for CAS practices, plus a customization prompt that tailors it for your firm's tools and data types in five minutes. Distribute it M...
Download the policy kitBe the first to know when Your Practice, Automated launches. The practitioner's guide to AI transformation for CAS practices — from the methodology used at Meta, Microsoft, PwC, and Deloitte, adapted ...
Join the waitlistA structured team development program that builds professional confidence through AI-assisted practice. Four exercises — balance sheet investigation, prediction calibration, advisory drafting, and var...
Download the frameworkWhen a platform guarantees 95% automation, what happens to your fee model? This interactive calculator walks you through the math — your current cost structure, what changes when production hours drop...
Run the calculatorThree operational tests every CAS firm needs before the next AI vendor breaks something quietly. A rubric-generation prompt, a cross-LLM scoring prompt that uses a different model than the one being t...
Get the Vendor Test PackA 32-page printable PDF with five fillable templates — agent-grade instruction, Z1/Z2/Z3 workflow audit, client context file, iteration log, and three-agent chain planner. One running case study carri...
Get the WorkbookA correction log, an exception register, and a 5-page how-to with a copy-pasteable capture prompt and a worked end-to-end example of feeding a correction back into AI context. The first concrete artif...
Get the QC Starter KitA Champion-facing toolkit that walks a 10-person firm through standing up its first encoding loop in 90 days. Five components: a one-page loop diagram, a Correction Capture workbook (Excel) with Patte...
Download the kitA one-page diagnostic that grades any AI training — yours or a vendor's — on whether it builds an AI-native team or just earns a certificate. Six questions, scored out of twelve, with CAS-specific gui...
Get the Scorecard