Service Strategy & Growth
How do client needs and your firm’s strengths shape the services you offer? Consider how AI could influence positioning, advisory relationships, and the work you choose to pursue.
AI learning for accounting teams · Remote across the U.S.
Help your accounting firm make better decisions about how to use AI.
Bring service strategy, client relationships, pricing, talent, quality, and technology into one conversation about the future of your firm.
Remote AI training is available for teams nationwide. Bring your colleagues together online for learning shaped around your industry and goals.
“The hands-on exercise pushed us just outside our comfort zones. We had to work together, make decisions, and build something under a deadline. It was energizing, challenging, and the highlight of the afternoon.”
What should your firm be equipped to deliver next?
For accounting firms already using AI for routine tasks, the bigger question is how it changes the value clients need and the way the firm delivers it. Explore the connections among advisory services, engagement economics, staff development, and quality before choosing where to invest.
Pricing & Engagement Economics
What creates value for the client, and what does it take to deliver? Explore the relationship among scope, pricing, capacity, and margins as ways of working change.
People & Professional Development
How will emerging professionals build judgement as routine work changes? Connect recruiting, coaching, knowledge sharing, and career development to the capabilities your firm needs.
Quality & Client Trust
What needs verification, specialist review, or a conversation with the client? Explore how responsibility, confidentiality, and clear expectations fit into AI-supported work.
Operations & Capacity
Where do handoffs, uneven workloads, and fragmented information slow delivery? Look across engagement planning, team coordination, and the client experience.
Technology & Investment
How do platforms, data access, vendor commitments, and integration affect the firm? Build a shared basis for evaluating investments and assessing whether they improve the business.
Build understanding and strengthen judgement.
Then decide what comes next.
Learn Together
Develop a common understanding of AI’s capabilities and limits, grounded in your organization’s priorities.
Dive Deeper
Examine opportunities across functions, including the people, information, systems, and responsibilities each would involve.
Plan for the Future
Identify what deserves further exploration, what needs to be true to proceed, and how you would assess whether it creates value.
Bring different perspectives into one room.
Firm partners, practice leaders, client service managers, and the people responsible for operations, talent development, technology, and financial performance.
Our format is an afternoon of expert-facilitated learning for 10–12 participants. We shape the learning around your goals, experience, and the decisions you’re facing.
- PlanClarify your priorities, who should take part, and what you want the session to help you understand.
- EngageCombine explanation, discussion, and guided exploration. Connect perspectives across roles and examine opportunities in context.
- ExecuteTurn what you’ve learned into a plan for action, with clear priorities, ownership, and ways to assess progress.
Expert Facilitator
Joe Ewing
Globally recognized. Experience across industries.
Joe has facilitated learning sessions for a wide variety of industries and serves as a strategic advisor to executives. He brings experience across industries to help teams explore new ideas, build practical skills, and turn learning into decisions they can act on.
“Joe made AI approachable, practical, and fun. We left with a clearer understanding of what’s possible—and more confidence to get started.”
“Joe has a gift for making a complex subject understandable—and fun. His workshop was fast-moving and engaging, with practical examples that connected directly to the work we do every day.”
“Joe made the room feel comfortable asking questions and taking risks. He brought deep technical knowledge without talking over anyone, and kept us feeling included, challenged, and supported throughout the session.”
“Joe’s hands-on approach turned AI agents from an abstract concept into something we could actually build. The time pressure pushed us to stop overthinking and start creating. One of the most valuable sessions of the workshop.”
“The biggest takeaway was understanding the difference between using AI to answer questions and building an agent to support a workflow. Joe made that distinction click, then gave us the opportunity to put it into practice.”
“Joe clearly understood our industry. He connected AI agents to the workflows, client needs, and technology challenges that we deal with every day. That made the session especially relevant.”
“I appreciated that Joe brought both enthusiasm and a thoughtful approach to AI adoption and governance. His session helped connect the possibilities of AI with the practical considerations of using it in a business.”
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Let’s Talk
Request Training for your Team.
Tell us where you want to take your organization and who you would bring into the conversation. We’ll discuss the right focus, format, location, and any applicable fees with you.
hello@maha.laA few things
you may be wondering.
Do we need to be using AI already?
No. We can begin with an introduction or build on your team’s existing experience. The planning conversation helps us choose the right starting point.
Can we bring people from different departments?
Yes. Different responsibilities and perspectives are valuable when exploring how AI fits into the whole business. We’ll help you consider who should be in the room.
What does it cost, and where do we meet?
We’ll discuss any applicable fees, location, and availability when we understand your group and goals. Submitting an inquiry doesn’t commit you to a booking.
What if I’m interested as an individual?
Tell us you’re interested in a shared cohort. We can discuss whether a suitable group is being planned.