Resources
Free Resources
Practical tools to help you start building an AI-native practice.
A book, a toolkit, and a scorecard — each built specifically for CAS professionals. No generic AI advice. No theory without application. Start here.
The Book
Your Practice, Automated
The definitive guide to using Claude Cowork for CAS and accounting professionals
You've tried AI in your practice. You got interesting answers, maybe a few useful drafts. But real results? The kind that actually change how your firm operates? That's been harder to find.
Claude Cowork changed the game. It doesn't just answer questions — it does the work. It reads your files, builds your deliverables, and follows your procedures. And when you teach it about your practice, the output stops being generic and starts being yours.
Written by Peter McCarroll — a CAS practitioner who built and tested every workflow in his own firm — this is the first guide to Claude Cowork for accounting professionals. Includes a 5-day implementation guide, ready-to-use templates, a prompt library for CAS workflows, and a companion video series.
The book will be published any day now. To be notified when it's available for purchase, including the corresponding video course, fill in your details below.
What's Inside
12 chapters. Real workflows. No filler.
Every chapter is built around the work you actually do — bank recs, financial packages, tax prep, client onboarding, and more.
Teach Claude about your practice
How to build context so Claude understands your firm, your clients, and your standards — making every output specific to you, not generic.
Prompts that produce deliverables
Not "tips for better prompts." Actual production prompts for CAS workflows — monthly close, workpapers, client communications, financial packages, and more.
5-day implementation guide
A structured plan to go from reading to producing in five days. Day by day, step by step — so the book doesn't sit on a shelf.
Free Tools
Two resources to help you understand where you stand — and where to build first.
AI in the Gaps Toolkit
100 specific workflows across 20 categories where AI can be applied in the gaps between your core cloud platforms — no API access or integration required. Each workflow is scored by effort and impact, organized by category with implementation context, platform constraints, and Claude Cowork guidance.
What you'll get: A scored and categorized workflow library you can start using today. Pick three. Then pick three more.
Download Free ToolkitAI Readiness Scorecard
25 questions. Five minutes. A personalized report card scoring your practice across five dimensions — workflow automation, deliverable quality, team capability, data and context readiness, and advisory scalability — with specific recommendations for where to focus first.
What you'll get: A clear picture of where your practice stands on AI readiness — and exactly where the gaps are.
Take the ScorecardReady for More?
When free resources aren't enough,
there's a clear next step.
From team training to full practice transformation — we've built programs for every stage of the path.