SERVICES

AI Training Built by Accountants, for Accountants

Hands-on training grounded in real accounting workflows across tax, audit, and advisory.
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Hands-on
Participants work inside the tools
Core training programs across
Copilot, ChatGPT, and Claude
Workflows
Built for tax, audit, and advisory

Experiential Learning for How Accountants Actually Work

Every program is led by experienced facilitators who understand your workflows. Participants work inside the tools from session one.
Available across Microsoft Copilot, ChatGPT, and Claude.
Public Courses
Copilot Foundations Training
Microsoft Copilot Foundations gives you a practical, hands-on command of Copilot across the Microsoft 365 tools you already use every day. Across six sessions built around real firm workflows, you'll learn to draft, summarize, analyze, and present faster — reinforced by weekly best-practice sharing and reflection. Over three short weeks in August, you'll turn Copilot from a curiosity into a daily productivity engine.
Next Public Course Starts: August 4, 2026
Best for: Individuals and teams looking to confidently integrate AI into their daily workflows.
Need a private cohort for your team?
Contact us to discuss custom training.
Claude Foundations Training
Claude Foundations equips you with a practical, confident command of Claude for real day-to-day work. Across six hands-on, workflow-driven sessions you'll go from the fundamentals of prompting to delegating multi-step, file-based work — building habits you can put to use immediately. Over three short weeks in August, you'll go from curious to capable and get ahead of the game.
Next Public Course Starts: August 4, 2026
Best for: Individuals and teams looking to confidently integrate AI into their daily workflows.
Schedule a Discovery Call
Need a private cohort for your team?
Contact us to discuss custom training.
Microsoft Copilot Cowork
Copilot Cowork is where Copilot stops being an assistant you prompt step-by-step and becomes a digital colleague you delegate real, multi-step work to. This hands-on, workflow-driven series teaches you to hand Cowork complete jobs across your apps and files — then review and approve the finished result. Over two focused weeks in August, you'll build the confidence to put a capable digital teammate to work on the tasks that eat your day.
Next Public Course Starts: August 18, 2026
Best for: Teams that have completed Foundations or have equivalent AI knowledge and want to further move the needle by going into deeper AI applications.
Need a private cohort for your team?
Contact us to discuss custom training.
AI Agents Workshop
Ready to go beyond everyday Copilot? This hands-on workshop introduces the most advanced capabilities in the Microsoft 365 suite — pre-built and customizable "lite" agents that handle multi-step tasks for you. You'll see powerful agents in action, then build and test your own. This is a working session: you'll leave having actually created a Copilot agent tailored to a workflow you care about, with a plan to put it to work.
Next Public Course Starts: August 6, 2026
Best for: Teams ready to move beyond prompting and start building AI agents for their workflows.
Need a private cohort for your team?
Contact us to discuss custom training.
Specialized Programs

Additional Programs

We also offer specialized sessions including Copilot 2.0 Refresher, Deep Dive into Claude Cowork, and more.
Copilot 2.0 Refresher
Refresh your skills and unlock the latest Copilot capabilities.
Deep Dive into Claude Cowork
Advanced workflows and real-world use cases with Claude Cowork.
And more
Custom sessions available to meet your teams’s unique needs.
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Service

What Comes After Training?

Available across Microsoft Copilot, ChatGPT, and Claude.
After training, we help teams continue building, scaling, and getting real impact from AI.
CLIENT TESTIMONIALS
The Edgefield team challenged us to think bigger about what Copilot could do, but they also helped us be disciplined about how we got there. What stood out was hearing from our own team members after the training: one person drafted a client letter in minutes that would have taken an hour, another analyzed an 876,000-row audit file and surfaced insights we would have missed. Those are the moments where you realize this is real.
Norman Yoder
Norman Yoder