AI and Automation Training
Automation Beyond the Grid
Master AI & Automation Tools to Work Smarter, Not Harder
For 20 years, I’ve shown accounting and finance pros how to slash hours off their workweek using Excel. Now, it’s time to break free from the grid and unlock a new world of efficiency with AI and AI-related automation tools. These are the same tools I’ve used to drive over $6 million in sales at Excel University—running a lean operation with just myself and two assistants. And now, I’m sharing them with you.
Why Go Beyond Excel?
You’ve mastered spreadsheets (or you’re on your way). But there’s more out there—powerful tools like ChatGPT, Copilot, Grok, AI Studio, Zapier, Airtable, Active Campaign and many more that can automate the tasks Excel can’t touch. Imagine:
- Syncing e-commerce sales to QuickBooks in seconds.
- Auto-filling client data across platforms.
- Reclaiming your evenings from manual grunt work.
Your work-life balance is suffering because you don’t know what these tools can do. I get it—AI can feel overwhelming, and the options are endless. That’s why I’m here to guide you, step by step, with practical projects you can apply right away.
What You'll Get in the Lessons
Join today and get instant access to:
- Monthly AI & Automation Projects: Hands-on walkthroughs—think “Zapier 101” or “Automate Your CRM”—tailored to your requests.
- Vetted Tools: I’ve cut through the noise, teaching only the SaaS solutions I rely on (and that actually work).
- On-Demand Videos + Live Office Hours: Learn at your pace, then hop on Zoom to ask me anything.
- A Proven Playbook: The exact strategies that scaled my business, now yours to steal.
- Bonus Excel Lessons Included: The AI lessons aren’t sold alone—your pass also unlocks my full Excel training library at no extra cost. Watch them to level up, or skip them if you’re already a grid guru—it’s up to you!
These lessons are included free with the Campus Pass or CPE Pass (for CPAs needing credits). It’s the ultimate efficiency toolkit, all in one place.
Who’s This For?
- Accounting & Finance Pros: My 70,000+ community already trusts me to simplify tech—now I’m your guide beyond the grid.
- Busy Excel Users: If you’re ready to save even more time, this is your next step.
- Anyone Who Does Not Like Wasting Time: Automation isn’t just for techies—it’s for you.
No cutting-edge expertise needed. I’ll start with baby steps and show you what’s possible.
Why Learn from Me?
I’m not just a CPA who “gets” your world—I’m a practitioner who’s walked the walk. For two decades, I’ve obsessed over helping you work faster with Excel. Now, I’m bringing that same focus to AI and automation:
- Practical, Not Flashy: Only tools with real-world impact.
- Step-by-Step: Practice in your own office, at your own pace.
- Trusted by Thousands: My Excel training’s a staple—now I’m vetting the future for you.
Download Info PDF
We've prepared a PDF that provides more information about this training.
It includes a program overview as well as a few sample project overviews.
Feel free to keep for reference or pass it along to a decision maker for review.
Real Stories, Real Time Saved
These are honest wins from real Excel University students who’ve slashed hours off their workweek with my training. Now, imagine what’s possible with AI and automation added to the mix!
Anna's story
Steve's story
Penny's story
Christian's story
Margaret's story
Michael's story
Moss's story
Joe's story
Christine's story
MK's story
Rob's story
Leslie's story
Cori's story
Margaret's story
Rebecca's story
Sean's story
Debbie's story
Tom's story
Tianqi's story
Tracy's story
Anthony's story
Teresa's story
Bobby's story
Holly's story
Linda's story
John's story
Robin's story
Chifumi's story
Robert's story
Kyle's story
Sherry's story
Ted's story
Ready to Automate Your Way to Freedom?
The Campus Pass or CPE Pass is your all-access ticket to Excel mastery and the AI tools taking efficiency to the next level. Sign up today and start automating today with instant access.
Campus Pass
Most Popular
$40/month
Paid Yearly
Includes:
Full Excel catalog + Electives (AI Training)
CPE Pass
For CPAs
$52/month
Paid Yearly
Plus:
Earn up to 124 CPE with the Excel lessons
FAQs
- What exactly are the AI and automation lessons?
These are hands-on, step-by-step projects teaching you how to use tools like Zapier, ChatGPT, Grok, Airtable, and more to automate tasks outside Excel. Think syncing data, streamlining workflows, or cutting manual work—built for real-world accounting and finance needs. - Do I need to know Excel to benefit from the AI lessons?
Nope! The AI and automation lessons stand on their own. The Excel training is a bonus included with your Campus Pass or CPE Pass—use it if you want, skip it if you don’t. - How do these lessons fit with your Excel training?
For 20 years, I’ve taught efficiency through Excel. Now, we’re going beyond the grid with tools that pick up where spreadsheets leave off—same mission, bigger toolkit. - What if I only want the AI lessons, not Excel?
The AI lessons are included in our Campus Pass or CPE Pass, but here’s the perk: you get my full Excel library thrown in for free. Watch what you want, ignore the rest—it’s your call. - Are the AI tools hard to learn?
Not with me as your guide! I break it down into baby steps, starting with simple projects you can try at your desk. No tech wizardry required. - How much time do I need to commit?
Lessons are bite-sized—go at your own pace with on-demand videos, and join live office hours if you need extra help. - What’s an example of an automation project?
One month might be “Use Zapier to auto-import e-commerce sales into QuickBooks.” You’ll watch, practice, and apply it to your own work. - Can I suggest automation projects?
Absolutely! Pass holders can request topics—like “automate my CRM updates”—and I’ll build new lessons based on what you need. - Which Training Pass includes the AI lessons?
The Campus Pass (for non-CPAs) and CPE Pass (for CPAs needing CPE credit) both include them. The Study Pass is Excel-only and doesn’t cover AI. Note: there is no CPE offered for the AI Lessons (CPE is only offered for the Excel lessons). - How often do you add new AI lessons?
Every month! You’ll get a fresh automation project to keep your skills sharp and your workday shorter. - Do I need to buy these tools separately?
Some (like Zapier or Airtable) have free tiers we start with; others might need a paid plan for full power. I’ll show you what’s worth it and how to set them up. - What if I’m not tech-savvy?
No worries—I’ve vetted these tools for ease and impact. Follow my walkthroughs, and you’ll be automating like a pro in no time. - Will this work for my specific job?
If you’re in accounting or finance, yes! I’m a CPA who’s been in your shoes—I only teach what I know works for our field. - Can I cancel if it’s not for me?
Yep, anytime. The Campus Pass is month-to-month (or annual if you prefer), and the CPE Pass renews yearly. - Are the AI lessons live or pre-recorded?
Pre-recorded for flexibility—watch whenever you want. Plus, Campus and CPE Pass holders get live Zoom office hours for Q&A. - Do I get CPE credit for the AI lessons?
CPE is available only for the Excel lessons, and not for the AI lessons (called, Electives in our system). - How do I know these tools are worth it?
I’ve used them to scale my business to over $6M with a tiny team. They’re battle-tested, practical, and picked for results—not hype. - Can my team use this together?
Yes! We offer group discounts when registering 2 or more students — perfect for firms wanting to upskill everyone. Use this Camps Pass (Group) discount link or this CPE Pass (Group) discount link. - How do I get started?
Register for the Campus Pass or CPE Pass, and dive in immediately. You’ll get instant access to all lessons—Excel and AI—plus live support.