AI Lab for Accountants
Where accountants figure out AI together.
A working group of accountants using AI to save real hours, raise the level of service they give clients, and modernize how their firms work, safely and defensibly. A members-only weekly call, a member-built Vault of prompts and skills, and a community that's actually shipping.
Save real hours
Automate the repetitive parts of prep, research, and review so your time goes where it counts.
Serve clients better
Faster turnarounds and sharper analysis raise the level of service, not just lower the cost.
Modernize your firm
Build durable workflows, prompts, and skills your whole team can reuse.
Membership is where the work gets done.
The members-only weekly call, the private community, and the Vault of recorded builds and ready-to-use tools. Free gets you the newsletter and our public tools. Membership gets you the room, and everything we build in it. Join now to lock founding rates for life. First charge September 1.
New research
The State of AI in Accounting Firms
What 437 practitioners told us about how AI is actually used in firms, what is blocking the rest, and where the profession is heading next. Free to read, no sign-up required.
What's happening this week
Updated automatically from the member portal.
Newest builds
- Jul 6
The Client Analyzer
Rebecca D. · How I Turned a Pricing Spreadsheet Into an App
- Jul 6
Newsroom - Content Organizer
Rebecca D. · This is a centralized place where I can dump all of my ideas for content and schedule and organize it.
- Jul 6
Creating Presentation Slides Faster with Claude
Rebecca D. · How to make presentation slides way faster than ever before!
Latest answers
What backend tech stack is being used to build an internal AI-powered practice management tool (chat, transcripts, client data)?
Jul 8 call
What is being used for data storage in a custom-built internal accounting tool, and how is it managed?
Jul 8 call
What inspired building a centralized platform to replace multiple disconnected software tools, and how has the team responded?
Jul 8 call
What members are working on
- Agents & MCPs
Agents vs. Skills vs. Personas: three different knobs, not three names for the same thing
1 reply · 1w ago
- Agents & MCPs
"I'm behind" - the sentence I heard more than any other, put into perspective
1 reply · 2w ago
- Tax & Research
Looking for CPAs & AI Professionals to Review a New Tax Book
2 replies · 2w ago
Wednesday, August 12
Weekly Call · 2:00 PM ET
One hour, open agenda. Bring what you're building or stuck on, and we work through it together. Recorded and summarized so missing one is fine.
Last session: Member Builds: Yehuda Tenenbaum, EA
What members actually build
Real workflows from real firms, not demos.
Workpaper and bank-feed cleanup
Turn messy exports and statements into reconciled, review-ready workpapers in a fraction of the time.
Citation-grounded tax research
Draft and pressure-test positions with research you can trace to primary source and actually verify.
Client communication, drafted and triaged
Turn raw notes and a full inbox into clear client emails and summaries, with you reviewing before anything sends.
In members' words
From the State of AI in Accounting Firms survey.
Getting over the hump of using AI for one-off stuff and into recurring applications.
I want to know what I don't know. I learn so much from seeing what others are doing that I might not have even thought about.
This is for you if…
ALFA is built around specific people doing specific work. Most of us are in tax, bookkeeping, or advisory at firms with 1–50 people. All of us are trying to use AI for something more than drafting emails.
- You run or work at a small-to-mid accounting firm. Solo through ~50 people is the sweet spot.
- You’ve tried Claude or ChatGPT for work. You’re past “what is AI” and into “how do I actually build with this.”
- You want to ship things. Automations, prompts, skills, internal tools, not just talk about them.
- You’re tired of generic AI advice. Course content aimed at “all business owners” doesn’t land when you’re staring at a trial balance.
- You learn better with peers than alone. This is a working group: you build alongside people doing the same work.
How ALFA works
Start free
Create a free account in about two minutes. The newsletter, our public tools, and a look at what the community is building.
Join the room
Become a member for the weekly call, the community, and the Vault. Bring what you’re building or stuck on, ask a question, or just lurk. You set the pace.
Build with us
Share something you made. Help someone who’s stuck. Pull a tool from the Vault and remix it for your firm. That’s the whole thing.
Who runs ALFA
CPAs who've built and run real firms, working alongside you.
Founder · CPA
Founder of ALFA. She also runs The Collaboration Room and Fix Your Firm, helping accountants rethink their work and learn together.
Co-lead · CPA, CFE, CVA
CPA, Certified Fraud Examiner, and Certified Valuation Analyst. He helps firm owners adopt AI, alongside his own tax, accounting, and advisory practice.
Co-lead · CPA
CPA and founder of OpenAccountants, focused on modernizing how firms work.
The Buildout
Want us hands-on in your firm?
Beyond the community, the three of us take on a small number of firms directly: hands-on, implementing AI in your actual workflows, with the compliance guardrails set and your team trained to run it after we leave. Scoped and quoted per firm.
Ready to build with us?
Start free with the newsletter and our public tools, or join to get the members-only call, the community, and the Vault. Founding rates lock for life. First charge September 1.
Join now© 2026 · Built by accountants, for accountants.