Build Your Accounting Agent Workshop w/ Anderson
SEP
21
Monday, September 21
5:00 PM - 5:45 PM
Join this hands on 45-minute workshop to build your own accounting agent.
Agenda:
- Build your own accounting Agent using Claude in 5 min
- How to customize your Agent to automate 2 hours of work per client per month
- Best practices on AI security, cost, firm and client setup
Requirements:
- Claude or ChatGPT account
- Your laptop
Speakers
Logan Kieller
Growth Lead
Logan created the Kick research firm which maintains a 1 Bookkeeper to 311 client ratio. He now helps firms apply AI to automate and grow their firms.
Anderson Petergeorge, CPA
Co-founder, Quanto
Anderson is focused on giving accounting firms the superpowers to grow revenue rapidly. To do this, he co-founded Quanto, a technology platform automating sales and onboarding with AI Agents. Quanto originally started as a full-service accounting firm, serving over 40 clients with 1 accountant
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SEP
21
Monday, September 21
5:00 PM - 5:45 PM