Implementation & Expansion

Put it all together. Build AI workflows, explore advanced

tools, and package your services for premium pricing.

Who It's For

🎓 Academy Graduates

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🏢 Firm Owners

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Scale systems

💼 Advisors

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Deliver Premium services

What You’ll Learn:

✅ Workflow automation (QBO/Xero, Excel, email)

✅ Advanced AI tools beyond ChatGPT

✅ Packaging + pricing AI advisory services

Advisory packages worth 2–3× current billing • Firms operating 40% leaner • Market positioning as AI leaders

Within 90 days: raise your rates, cut workload, or gain new clients — or we'll support you until you do.