The AI Challenge is hands-on training with a scoreboard. Your team learns on real work, shares what clicks, and the skeptics come along for the ride.
Built for accounting firms. 100+ firms served.
A clear starting point. A shared goal. A challenge worth showing up for.
Most firms have already tried the lunch-and-learn. Everyone nods, two people try the tool, and a month later it's business as usual. Training matters, but people only stick with it when they're doing it together.
We watched this play out at one of the most tech-forward firms we work with. They ran an AI challenge, and usage spread across the firm as people started sharing what they'd learned. We wanted more firms to get that.
The idea is an old one. In Dale Carnegie's How to Win Friends and Influence People, Charles Schwab gets a mill to hit its numbers by chalking each shift's count on the floor and letting the shifts compete. Give people a clear goal and a reason to try, and momentum builds.
If you want AI adoption to speed up, start with a challenge.
We add structure to the experimenting, so your team finds what AI can do for their actual work and shares what they find.
We find out how your people use AI today, what's holding them back, and where you want the firm to be.
Practical training and hands-on exercises on real firm work, with a shared goal that gives everyone a reason to show up.
People share what worked, we flag the workflows worth building, and you leave with a clear path for rolling AI out across the firm.
Our goal is to move your firm at least one level. The destination is AI as a normal part of how everyone works.
AI is barely on the radar. A few people may be experimenting on their own.
People are starting to explore and ask what AI could do for them.
Useful examples are showing up, and teams see potential in their own work.
Teams share discoveries and apply AI to repeatable workflows.
People across the firm use AI and keep inspiring each other.
| What changes | Baby | Toddler | Child | Teenager | Adult |
|---|---|---|---|---|---|
| AdoptionRegular users Power users Builders | A few regular users, no power users or builders | Early regular users, a few power users, no builders | Regular users growing, power users appear, builders rare | Most people regular users, power users on every team, builders emerge | Nearly everyone a regular user, many power users, builders enabling others |
| Work | Questions and search | Everyday admin | Selected client work, with review | Repeatable, connected workflows | AI supports work across the firm, with oversight |
| Security | Little guidance | Basic policy | Approved tools and training | Permissions and workflow owners | Ongoing monitoring and review |
| Culture | Uncertain or disengaged | Experimenting begins | Wins get shared | Improvement is organized | Learning and sharing spread on their own |
This is our own framework, not an industry benchmark. A firm can sit at different levels for people, work, security, and culture. Regular users use AI at least weekly. Power users apply it to complex or repeatable work. Builders create workflows or tools that others actually adopt. A person can be more than one. The bars show the general shape at each level and are illustrative, not survey data.
Run it privately for your firm, or learn alongside other accounting firms.
Built around your people, your workflows, and your starting point.
Our AI Accelerator, run as a challenge alongside other forward-thinking firms.
The group challenge is $1,750 per firm. Dates go out when the next cohort opens.
A structured AI training and adoption program that helps accounting firms get more of their people using AI in ways that matter to their work.
The private challenge is tailored to your firm. The group challenge puts your firm in a cohort with other firms so you learn alongside your peers.
Yes. Existing clients are welcome.
Our goal is to move your firm at least one adoption level forward. That means more people trying AI on real work and a clearer view of what to do next. Where you start and how far you move will vary.
No. We meet firms where they are, including teams that are just getting started.
Good, bring them. The challenge gives everyone a practical, shared way to try AI and decide for themselves where it helps.
Yes. In the group challenge, you can win your money back. In the private challenge, the prize is cash, tailored to your team and covered by your firm. We cover the details on the call.
Everyday work like drafting and research, plus opportunities inside your accounting workflows. The right ones depend on your firm and its safeguards.
Yes, as part of the adoption conversation: approved tools, what information belongs in AI, and human review. Your firm's existing policies and professional obligations still apply.
Private challenges can start throughout the year, subject to capacity. Group challenges run every few months, so join the waitlist to hear when the next one opens.
The private challenge is $3,000. The group challenge is $1,750 per firm.
Let's find the challenge that fits your team.
