About
My goal is vetted, practitioner-led training that shows how working CPAs and credentialed professionals actually use AI on real client work, built for the accounting and finance profession: practical, defensible methods, grounded in real engagements and reviewed by people who do the work.
The catalog spans the work CPAs, CFEs, CVAs, and CFPs actually do: safe AI use and client-data protection, professional ethics, AI-native workflows for small firms, and a foundations track for students and career changers. Alongside the courses, a set of essays takes positions on the questions every firm is asking (security, which standards already apply, and what an actual firm AI policy looks like), and a members’ resource library will ship editable templates and checklists drawn straight from the course toolkit. The site is up; the first courses and essays are still in development.
How I built it
Built and shipped with Claude Code (site, content structure, course catalog, and the member resource library), so I can iterate on the curriculum as fast as I learn new workflows. The whole thing is deliberately framed for the practitioner doing the work: every course says up front who it’s for, what level it is, and which credential’s work it speaks to, and the writing carries real standards references (the AICPA Code, Circular 230, §7216, the FTC Safeguards Rule, the SSTS) rather than generic “AI is coming” filler.
