How To Prompt Like A Pro
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
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007 AI Agents
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
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Prompt Once. Present Faster. Powered by Copilot.
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
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Your Network Is Your Net Worth
Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
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The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
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99% Accountants Burned Out - Now What?
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
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Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
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Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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Choosing between Automation and AI
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
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The Holy Grail of Tax Operations
Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
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Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
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