AI+ Accountants Workbook
Practice companion to AI+ Accountants
Practice companion to T2-06.
You read the book. This is where you do the work.
You read AI+ Accountants, agreed with all of it, and then went back to categorising transactions the old way. This workbook closes that gap. Five weeks of exercises on your own client files — a categorisation rules brief, a verified tax-research workflow, management-accounts narratives, a client-voice guide, and a CRAFT data-governance habit — plus calibration drills that train you to catch AI's confident mistakes. Built by an AI engineering firm for accountants who trust their judgement — and want the reps to prove it on real work.
- A categorisation rules brief and exception-review workflow for one real client's books
- A verified tax-research process using PRISM and the Verification Non-Negotiables
- Management-accounts narratives and audit-ready working papers reviewed through TRUST
- A personal voice guide so AI-drafted client communications sound like you
- A CRAFT data-governance habit you can run in thirty seconds on any engagement
A practising accountant who has read (or is reading) AI+ Accountants (T2-06) and wants to convert that understanding into working habits — using their own live client files, not simulated ones. Public practice (sole practitioners to mid-tier firms) and in-house finance teams.
Also for:CPD cohorts working through the parent book together; practice managers or L&D leads facilitating a group programme; bookkeepers moving into AI-assisted practice.
- Apply the Augmentation Ladder and the TRUST Framework to real client bookkeeping — building a categorisation rules brief, an exception-review workflow, and a reconciliation-query process, and calibrating judgement against a seeded miscategorisation
- Run the PRISM tax-research workflow and the Verification Non-Negotiables on live tax queries, draft-and-verify advice notes, and reliably catch a hallucinated citation or stale rate before it reaches a client
- Generate and critically review AI-assisted management-accounts narratives, variance commentary, and audit-ready working papers, each verified through TRUST and defended against overstatement
- Draft client communications in a personal voice guide and use AI as a thought partner on genuine advisory questions
- Apply the CRAFT Protocol as a thirty-second habit on real engagements — classifying client data by tier, documenting file integrity, and answering the "did AI do this?" question with confidence
- Week 1
- Bookkeeping and Financial Records
- Week 2
- Tax Compliance and Planning Research
- Week 3
- Financial Reporting, Analysis and Audit Support
- Week 4
- Client Communication and Advisory
- Week 5
- Professional Obligations — The CRAFT Protocol
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
Built by an AI engineering firm for accountants who trust their judgement — and want the reps to prove it on real work.
