The AI Advisory Advantage
+ EVERY ASSET
The 3+ hour workshop replay where Alyssa Lang walks you through the exact system her own advisory firm runs every single month: use AI as a thinking partner to pull meaningful insights from client reports, communicate them like the strategic partner you are, and hand the whole workflow to your team.
THIS IS PERFECT IF YOU...
I truly thought I was using ChatGPT effectively before, but I hadn’t even scratched the surface. Alyssa opened my eyes to entirely new ways of working and showed us how to turn ChatGPT into the most valuable, efficient member of our team. I’m actually excited about month end close now.Live Session Attendee
ADVISORY IS STUCK IN YOUR HEAD
You already think strategically. That was never the problem. The problem is what happens between your brain and your invoice.
You run a clean month-end, open the P&L, and hope something jumps out. You see things, but turning them into confident talking points on the spot? That's the part that keeps advisory small.
The "quick" reports call. The email that asks "can we afford to hire?" You answer, because you're helpful. That answer was advisory, and nobody paid for it.
Every preference, every goal, every "how they like things" lives in your head. So delegation feels impossible and you stay the bottleneck on every strategic conversation.
You have ChatGPT. Maybe the paid version. You've prompted it a few times, gotten meh answers, and closed the tab. Tools without a workflow only add noise.
You watch clients make six-figure decisions off reports you produced, and your invoice still says bookkeeping. The value is landing. The pricing isn't.
One month you send brilliant insights. The next month it's month-end chaos and clients get tidy reports with zero direction. Advisory that happens in bursts can't be priced, packaged, or delegated.
You already know how to think strategically. You catch things in a P&L that your clients would never see on their own. That was never the missing piece.
What's been missing is a system that catches those thoughts, structures them, writes them up in your voice, and remembers every detail about every client, so the whole thing can run every single month without depending on your brain.
That's what AI is for. Used the way Alyssa uses it inside her own advisory firm, ChatGPT becomes the assistant who sits in every client conversation you've ever had: it reads the reports, spots the patterns, drafts the talking points, flags the upsells, and keeps the notes your future team will need.
Once it's set up, the monthly workflow takes about 5 to 10 minutes per client. You stay the expert. AI does the heavy lifting. And advisory finally becomes something you can price, repeat, and delegate.
THE FULL WORKFLOW, STEP BY STEP
This is a live build: Alyssa opens ChatGPT on screen with sample client data and runs the whole thing in front of you. You watch every step happen, then run it with the exact same prompts. Click any part to see what's inside.
Before a single insight gets pulled, Alyssa fixes the part most firm owners get wrong: how your AI is set up. The account structure that protects you as your team grows, the settings that keep client data out of AI training models, and the redaction habit that makes everything after it safe.
YOU'LL SET UP
- The two-account policy: one shared firm ChatGPT for all client work, one personal, so client threads never live in an account only you can open.
- The settings walkthrough: the exact data controls to turn off so nothing you upload trains public models, plus memory hygiene so client info never bleeds between threads.
- Redaction, demonstrated: how to strip names and identifiers from PDFs and transcripts before anything gets uploaded, plus the initials system your whole team follows.
- Projects + thread organization: the Client Work structure and naming conventions that keep 5 or 250 clients findable.
PLUS: HOW TO PROMPT LIKE YOU MEAN IT
The Role, Context, Request, Question framework behind every prompt in the library, so you can build your own instead of depending on anyone else's. Good inputs are the whole game, and most firm owners were never taught this part.
Every client gets one dedicated AI thread that becomes smarter about them every month. You'll watch Alyssa build one live: the starter prompt that loads the client's context, the redacted reports upload, and the insights prompt that reads the P&L, balance sheet, and statement of cash flows the way an advisor does.
WHAT THE INSIGHTS PROMPT PULLS FROM EVERY MONTH-END
- Key patterns across month-over-month reports, with the source noted so you can verify every claim.
- Risks and early-warning metrics your client would want flagged before they become problems.
- Opportunities, margin highlights, and root causes, the raw material of an advisory conversation.
- KPI suggestions tailored to the client's industry and goals.
- Talk tracks and upsell candidates, queued up for parts two and three.
AND THE PART THAT KEEPS YOU THE EXPERT
AI drafts, you decide. Alyssa is blunt about where ChatGPT gets things wrong and builds quality control into the workflow, so what reaches your client is verified by the professional who signs the work: you.
Insight nobody hears about is value nobody pays for. This is where the system turns what it found into client-ready deliverables, matched to how each client receives their reports: email bullets, Loom video talking points, or a full call agenda.
YOU'LL LEARN
- The three-to-five-bullet financial summary that goes out with every set of reports, specific numbers and percentages, never vague statements. It quietly teaches every client how sharp you are.
- Loom review talking points, generated from the same thread, so a five-minute video positions you as the strategic partner. Alyssa calls report Looms the single biggest reason her clients upgraded into bigger packages.
- The exact emails she sends her own clients, included as templates: reports delivery, Loom delivery, and the booking-link close that turns questions into paid calls.
- How to bake your brand voice into the prompts, so drafts come out sounding like you, and polish stays a two-minute job.
This is where Alyssa takes it further than anyone: the thread becomes a living memory of the client relationship. Call transcripts, Loom transcripts, and important emails get logged with one prompt, so your AI knows what advice was given and what changed. Then, once a quarter, you ask it one question: what does this client need next?
THE QUARTERLY UPSELL REVIEW
One prompt scans everything the thread knows, the reports, the goals, the conversations, and surfaces genuine service opportunities: cash flow forecasting, job costing, budgeting support, KPI dashboards, quarterly advisory calls. Then it drafts the pitch email for you.
WHY THE MEMORY STEP CHANGES EVERYTHING
- ChatGPT knows which advice you gave and which you didn't, so its next recommendations build on reality.
- Mid-month client updates take thirty seconds to log and compound into a knowledge base no notes doc ever matched.
- When it's time to build the new service, a snapshot prompt carries the context into a fresh thread, so nothing gets confused and nothing gets lost.
The reason advisory stays on your plate is that nobody else holds the context. Now the system does. The client snapshot prompt compiles everything the thread knows into team-ready notes, and Alyssa's 80/20 review rule gives you the training wheels to let go without letting quality slip.
YOU'LL WALK AWAY KNOWING
- Who on the team owns each client thread (and why it should be whoever communicates with that client).
- How to onboard a new bookkeeper or account manager with one pasted snapshot instead of six months of "ask me."
- What your team AI guidelines need to cover, so the redaction rules and boundaries survive delegation.
- How the whole workflow slots into your existing month-end process, for every client, whether they pay for advisory yet or not.
YOU AREN'T LEAVING WITH VAGUE INSPIRATION
Every prompt, template, and process from the session comes with you, ready to plug into your firm the same week.
Advisory-Focused AI Prompts
The proven ChatGPT prompts Alyssa personally uses to extract insights, spot patterns, flag risks and opportunities from client reports, and prep talking points that WOW clients.
Notion Prompt Database
A plug-and-play prompt library that becomes your team's single source of truth, built to expand as you add your own. Google Doc version included if Notion isn't your thing.
The Documentation + Delegation SOP
Alyssa's full workflow showing exactly how insights, trends, client history, and next steps get documented, so advisory can be repeated and delegated instead of living in your brain.
Upsell Prompt + Email Template
Identify real upsell opportunities hiding in your client threads, then use the plug-and-play email to convert them into paid advisory services and long-term revenue.
Timestamped Replay Portal
The full 3+ hour session in a course portal with timestamps for every step, plus a searchable player, so "wait, how did she do that part?" takes ten seconds to answer. Lifetime access.
The Q&A Replay
Firm owners asked about their own client scenarios, thread organization, tricky tiers, and team handoffs, and Alyssa answered all of it. Your question is probably in there. And if it isn't, her support team is an email away.
THE FOUR TIERS THAT END FREE ADVISORY
Inside the session, Alyssa maps the four delivery tiers her firm runs on, so you and your team always know what each client gets, what counts as advisory, and where the line is when a "quick question" crosses it.
Reports Only
Clean reports + an email recap with three to five sharp bullets. The teaser that quietly proves how much you see.
Reports + Loom Review
A short video walkthrough with insight, one-way by design. Alyssa's clients called these the reason they upgraded.
Reports Review Call
A true two-way strategy conversation, with an agenda built from the AI insights and clear boundaries on what's included.
Next-Level Advisory
The playground. Custom packages, KPI rhythms, and strategy engagements, where Alyssa's own firm runs monthly packages up to $3,500.
EVERY PROMPT. EVERY TEMPLATE. EVERY STEP ON SCREEN. 💎
Run this process with one client. Spot one clear opportunity where they need more support. Add one advisory session, one add-on package, or one confident rate increase.
This training pays for itself multiple times over. 👏🏻 And then it keeps running, every month, on every client.
AI Advisory Advantage was everything I didn’t even know I needed. It was absolutely packed with practical tools, real workflows, and step-by-step guidance that make offering advisory services feel doable instead of overwhelming… I’m walking away with clarity, confidence, and a system I can start using immediately.Live Session Attendee
200+ FIRM OWNERS WATCHED IT LIVE. HERE'S WHAT THEY SAID.
AND JUST AS IMPORTANT, WHAT THIS ISN'T
THIS IS NOT...
❌ A crash course on budgeting, forecasting, or how to become an advisor from scratch
❌ Pricing strategy for your advisory services (that's The Advisory Edge session, and they pair beautifully)
❌ A tour of every ChatGPT feature and setting
YOU BRING...
✅ Your existing accounting knowledge
✅ Your current (or future) interest in advisory
✅ Basic familiarity with ChatGPT, or at least curiosity. You are not expected to be an AI expert.
You're here to learn how to use AI to support and systemize the advisory you're already capable of doing.
THE INDUSTRY IS ALREADY SHIFTING
Alyssa says it plainly in the session, and she's careful to say it without the scare tactics: her research points to most transactional bookkeeping work being automated within the next few years. Clients are already figuring out that any basic firm can hand them tidy reports.
Bookkeepers won't disappear. They'll evolve into reviewers and interpreters, the professionals who oversee the automation, catch what it gets wrong, and tell the client what the numbers mean for their next decision.
The firms that win are the ones who can interpret the numbers and give direction. Advisory is where you stand out, build longer relationships, justify higher pricing, and create more opportunity with the clients you already have. This session is your on-ramp.
HI, I'M ALYSSA LANG 💕
Founder of Workflow Queen and Magnetic Profits. Nine years in business, three companies built, and my current firm went fully advisory-focused, which means the system in this session isn't theory. It's what runs my own client work every single month.
I've coached thousands of bookkeepers and accountants around the world on systems, offers, pricing, and team. I don't teach theory. I teach what I use, what I test, and what works with real clients and real money involved.
Advisory took my firm to consistent, high-value revenue, and AI amplified the delivery and the upsell opportunities even more. I built this session to show you how to turn what you already know into repeatable, valuable, revenue-generating advisory, without needing to be a guru, add more hours, or hope clients magically see your value.
THE AI ADVISORY ADVANTAGE
The complete 3+ hour workshop replay, every prompt, every template, every SOP.
Watch it this week. Run it at your next month-end.
- 3+ hour workshop replay in a course portal, timestamped + searchable
- The full ChatGPT advisory insight process, demoed step-by-step on screen
- The complete AI prompt library (Notion database + Google Doc version)
- Upsell opportunity prompt + plug-and-play email to land more advisory work
- The documentation + delegation SOP, so this never lives only in your head
- Alyssa's exact client emails for reports, Loom reviews, and paid-call invitations
- The AI safety + redaction system to protect client data from day one
- Q&A replay + email support from Team Workflow Queen
🔒 Secure checkout · Instant access · Lifetime updates to the portal
Fun fact: this is the one session that isn't inside any of Alyssa's other programs, even Breakthrough students add it separately.
FREQUENTLY ASKED QUESTIONS
Questions? Email support@workflowqueen.com
Insights pulled from every client's reports in minutes
) that walk you through the backend of your firm. True service costs. A minimum fee policy. Scope creep boundaries. The rate increase plan that pairs perfectly with your new advisory value. Plus the automations, onboarding, quality control, and internal knowledge base that let your team run it all without you in the middle.
Your clients deserve more than reports. You deserve to get paid for delivering it. 
3-hour replay of AI advisory training with step-by-step walkthrough you can implement the same week
Works with ChatGPT's free plan
WAIT! ADD THIS TO YOUR ORDER
