Workflow Queen
For Bookkeeping & Accounting Firm OwnersFind Your Firm's #1 AI Opportunity

You Don't Need More AI Tools. You Need One Place To Start.

The lifetime replay of Find Your Firm's #1 AI Opportunity, plus the AI Opportunity Guide and the AI & Automation Tracker. Yours to keep, revisit, and use forever.

$57

One-Time Payment · Yours Forever

Lock In Lifetime Access For $57
One-Time Payment · Lifetime Access · Yours Forever

Here's What's Inside

Three tools designed to keep working for your firm long after the live session ends.

2:00

The Full Workshop Replay

The complete 2-hour live session. The framework, the 4 levels of AI implementation, Alyssa's 9-step framework, the live demos, and every Q&A. Pause anywhere. Rewind a demo. Yours to keep.

AI Opportunity Guide

The AI Opportunity Guide

The quick-reference guide showing practical AI use cases mapped across sales and marketing, client systems, operations, and team. Use it to spot opportunities you haven't considered.

AI & Automation Tracker

Alyssa's AI + Automation Tracker

The exact Notion template Alyssa uses to manage every AI and automation build across her team. From "I have an idea" to fully implemented and running.

In 2 Hours, You Will Leave With:

Here's exactly what we're covering inside the workshop (and what the replay gives you forever).

A framework for finding your firm's #1 AI opportunity.

The one bottleneck where AI will move the needle, whether that's cleanups, client onboarding, month-end close, advisory delivery, or team capacity. Repeatable for every new problem.

The 4 levels of AI implementation.

Basic prompting, repeatable AI workflows, custom GPTs and Claude Projects, and advanced builds. You'll know which level your firm should sit at right now.

Alyssa's 9-step framework.

For taking any AI idea from "I have an idea" to a fully documented, repeatable system your team can run inside Karbon, Keeper, Xenett, or whatever your stack looks like.

Live screen-share demos at every level.

So you can see it live on a screen, not just hear about it in theory. Watch how it works at every stage of complexity.

Real talk on responsible AI use.

Client data protection, engagement letter language, how to get client consent, and how to set expectations with your team. Most firms are getting this wrong.

Why most firms waste months on the wrong AI tool.

The specific signal to look for before you commit your time, budget, or team energy to anything new. The cost of guessing wrong, and how to skip it.

A human-first take on AI.

AI takes the small stuff off your plate so you can focus on the work that needs your judgment. Your craft. Your client relationships. The firm you're building. Humans first. Tools second.

AI Employees: functions and roles on your team.

We'll go deeper than just the WHAT of AI. We'll chat about the FUNCTIONS and ROLES on your team. The daily work that's eating everyone's time. The places where your highest-impact AI opportunities are hiding.

The live workshop is where this comes to life. The replay is what makes it usable in your firm forever.

Quick heads up about the 7-day window.

Every registrant gets 7 days of free replay access. So let me be straight with you about why this lifetime version exists.

7 days is enough time to re-watch. It's not enough time to actually implement.

I know what your week looks like. Clients. Cleanup files. Month-end somewhere on the horizon. A team that needs you. The honest reality is that most firm owners watch a workshop once, take notes, fully intend to come back to it on Monday, and then six weeks slide by before they touch it again.

That's not a discipline problem. That's just running a firm.

The lifetime version exists for the moment six weeks from now when a new bottleneck lands on your plate and you think "wait, Alyssa walked through this. Where's that guide?" It's there. So is the recording. So is the Notion tracker. Yours to revisit whenever you need it.

If you know yourself, and you know that's how this is going to go, locking in lifetime access at $57 is the cleanest decision you'll make this week.

— Alyssa Lang, Workflow Queen

Lifetime Access to the Workshop + Bonuses

  • Full 2-hour workshop replay (lifetime)
  • AI Opportunity Guide (PDF)
  • AI & Automation Tracker (Notion template)
$57Lifetime

One-Time Payment · Yours To Keep Forever

Grab Lifetime Access

Confirmation email sent right after checkout. Everything else arrives Friday, May 29th.

What Happens After You Buy

No guesswork. Here's exactly what to expect.

1

You'll Get A Confirmation Email Right Away

The moment you check out, we'll send you an email confirming your purchase and walking you through exactly what to expect next. Save that email. It's your reference point until everything else lands.

2

Your Replay + Bonuses Arrive Friday, May 29th

Within 24 hours of the workshop wrapping, we'll email you the full lifetime replay, the AI Opportunity Guide, and Alyssa's AI + Automation Tracker. All in one email, all yours to keep forever.

3

Come Back Whenever You Need It

Six weeks from now when a new bottleneck shows up, the recording, the guide, and the Notion tracker are all still right where you left them. Yours for life. Refer back to it as many times as you need.

Quick Answers Before You Buy

Tap any question to expand.

7 days is enough time to re-watch. It's not realistic time to implement, not for a firm owner running a real business. Most firm owners watch once, intend to come back Monday, then six weeks fly by. The lifetime version is for the moment six weeks from now when a new bottleneck shows up and you need to pull the framework back out. It's also the only version with lifetime access to the AI Opportunity Guide and the Notion tracker.

Within 24 hours of the workshop wrapping. The workshop is Thursday, May 28th, so your replay, the AI Opportunity Guide, and the AI + Automation Tracker will all be emailed to you on Friday, May 29th. Right after checkout you'll get a confirmation email walking you through what to expect next.

That's exactly what this is for. You'll get the full recording, the AI Opportunity Guide, and the Notion tracker delivered on Friday, May 29th, all yours forever. Pause, rewind, build alongside on your own schedule.

No. The workshop walks through the 4 levels of AI implementation starting from the basics. You can walk in with zero AI experience and follow everything.

Yes. The framework for identifying your firm's #1 AI opportunity works regardless of team size. The workshop also covers how to think about AI in relation to the functions and roles inside a firm, which is useful whether you're building a team or planning to.

The framework is what's evergreen. AI tools will change every few months. The framework for deciding which AI moves matter for your firm doesn't. You'll be able to run this same framework every time a new AI shift lands.

Yes. One-time payment, lifetime access. Because of the digital nature of this product (full access to the recording, the AI Opportunity Guide, and the Notion tracker), all sales are final. No subscriptions, no recurring charges, no surprises.

$57. Lifetime Access. Yours To Revisit Any Time.

The framework, the guide, and the tracker are yours to revisit forever.

Yes, Lock In Lifetime Access
GRAB THE LIFETIME REPLAY

 Your firm doesn't need more AI tools. It needs ONE specific place to start and a framework for finding it.

Instant access. Self-paced. Yours forever.


  The framework for finding your firm's #1 AI opportunity — the ONE specific place to start, whether that's cleanups, client onboarding, month-end close, advisory delivery, or team capacity

The 4 Levels of AI implementation plus which level your firm should sit at right now (most firms are aiming too high or too low)

Alyssa's 9-step framework for taking any AI idea from "I have an idea" to a fully documented system your team can run on your tech stack


Live screen-share demos at every level of complexity, plus real talk on responsible AI use (client data, engagement letters, client consent)

Two bonuses to keep: the AI Opportunity Workbook (PDF) + Alyssa's AI + Automation Tracker (Notion template)

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