Accounting work is precision work wrapped in paperwork: close documentation, client requests for missing items, explanations of statements clients don't read, engagement letters, and workpaper notes. Claude Cowork drafts all of it — and reads the documents clients send back, organizing them into your workflow. The numbers stay yours; the words and the chasing get delegated.
Trained by Evan Weber
25-year digital marketing veteran, founder of Experience Advertising, and daily Claude Cowork power user. Evan trains you live on screen share using your actual workflows, not slides or theory.
Real workflows built in real sessions, not theory, not slides.
Claude drafts personalized request lists per client, follows up on what's missing, and organizes received documents against the checklist — the chasing handled, the trail documented.
Claude turns the monthly numbers into a plain-English summary — what changed, why it matters, what to watch — that makes your deliverable readable instead of just deliverable.
As you complete close tasks, Claude drafts the supporting documentation and workpaper notes in your firm's format — keeping the file review-ready throughout, not after.
Claude reads transaction exports, flags unmatched and unusual items, and drafts the exception notes — so reconciliation time goes to judgment, not scanning.
From a scope conversation, Claude drafts engagement letters and service proposals in your standard language, adjusted to the client's specifics, ready for review and signature.
Organizer reminders, missing-item requests, extension explanations, 'what your return means' summaries — drafted per client at the volume tax season demands.
We've pre-filled the basics — adjust the description to match your actual week and get a tailored report in 30 seconds. Free, no commitment, instant.
Five copy-paste prompts that cover the highest-leverage accountant workflows above. Drop them into Claude Cowork, fill in the brackets, and see results today — no session required.
In your first session, Evan will build your monthly statement narrative workflow using a sample client. You'll leave able to attach a clear, personalized plain-English summary to every monthly deliverable in about 5 minutes per client.
Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.
$300 USD
Standard offer: 1 to 4 people
Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.
$1,000 USD
Standard offer: up to 8 people
Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.
Software subscriptions and usage costs are separate from the session fee.
You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.
Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.