A hands-on Claude workshop for accountants and bookkeepers. Thursday, September 17 at Intuit Toronto, 10:00 AM to 2:00 PM. Four hours, your laptop open the whole time, and three things you keep by the time you walk out.
Only 50 seats available
The Promise
Built for beginners. You will not watch a demo, you will build the thing yourself, with people on the floor to get you unstuck.
Real humans on the floor getting you unstuck, live. Nobody sits there lost.
Taught by people running a real firm, not a vendor keynote.
What You Build
Three things, on supplied sample data. You keep all of them.
01 · Project
By the end of the first hour, Claude knows how the firm works. Its documents, its process, its voice.
02 · Skill
First you will do it the slow way, and we will put a clock on it. Then you will never do it that way again.
03 · Skill
Turn a month of numbers into something a client will pay you to explain. This one tends to surprise people.
The Day
Thursday, September 17, 2026. Doors 9:15 AM, program 10:00 AM to 2:00 PM.
Coffee, and a hand getting set up if you want it.
What you're walking out with, plus a word from Intuit Canada.
Load the sample firm's documents into a Claude Project until it answers like someone who works there.
Catch-up bookkeeping, timed against the manual way, then built yourself. A full hour.
Provided by Intuit. Eat, compare notes, keep building if you want to.
Turn clean numbers into named billable opportunities, then save it as a Skill you reuse.
A printed plan to take with you, then open questions until we finish at 2:00.
Lunch, snacks, and swag are provided by Intuit.
You do not need to bring any of your own firm or client documents. Everything you build with is supplied, so nothing confidential leaves your office.
Limited seats
Grab one of the 50 seats before they are gone. Registration is free and confirms instantly on Luma.
Only 50 seats available
Who It's For
This is for people who want to actually use AI back at their firm. If you only want to watch, this is not for you.
Who's Teaching
CEO, YBL
Mike Libbey is CEO of YBL, a fully cloud-based accounting and advisory firm with a 30+ person team and a growing national footprint, named one of the Top 50 Modern Accounting Firms of 2025. A Top 50 International ProAdvisor, he's known for a practical approach to AI and automation, and for building the proprietary tools his firm actually runs on, including YBL TaxPilot.
Co-Founder, Quanto
Anderson Petergeorge is the co-founder of Quanto, a sales and marketing partner built exclusively for accounting firms. A CPA who ran his own firm before founding Quanto, he helps accounting firms grow through brand building layered with AI outbound automation to find clients they're absolutely excited to work with.
Your instructors are practitioners who have already implemented AI inside real accounting firms. Plus roaming AI champions on the floor for live, hands-on support.
Where it goes
Everything below is the same four steps: do it once by hand, check the output, save it as a Skill, run it forever. Once you've done that three times, this is the kind of thing it starts eating.
Client communication
Draft the month-end commentary, three bullets on what actually changed and what to do about it, in your firm's voice, straight off the P&L.
Chase missing year-end documents without writing the same email for the fortieth time.
Turn a CRA letter into plain English, plus a recommended response.
Cleanup and close
Categorize a messy statement and have it flag what it isn't sure about, instead of quietly guessing.
Catch the things that quietly cost you: duplicate charges, personal spending on the business card, equipment expensed instead of capitalized, supplier refunds booked as revenue.
Turn "how Priya does month-end" into a written SOP the whole team actually follows.
Advisory, and the business of your firm
Spot the seasonal cash gap in a client's year, and the financing conversation with a fee attached to it.
Find which clients are underpriced against the hours you actually spend on them.
Walk into a client meeting with the five questions their numbers say you should be asking.
And so... so much more. This is scratching the surface.
Logistics
FAQ
Last call
Free to attend. Registration is on Luma and confirms your spot instantly. Perfect if you're new to AI and want to leave with something working in your firm.
Only 50 seats available
Questions? Email mike@ybl.ca. Know someone who should come? Forward this page.
● 50 seats · Free
Sept 17 · Intuit Toronto