The 5 AI tools smart accountants are using to save hours every week.
Get the free eBook that shows you which AI tools actually matter, where most accountants get stuck, and what to focus on first — so you can stop wasting time and start using AI with confidence.
- The 5 tools worth your attention — and the bonus one most people overlook
- Where accountants waste time with AI, and how to avoid that trap
- What to focus on first so you get quick wins without overwhelm
Let me be direct with you.
AI is moving fast. Every week there is a new tool, a new feature, or another person telling you what you should be using.
That is exactly why so many accountants feel stuck. Not because AI is too difficult. Because there is too much noise.
This guide cuts through that. It gives you a clear starting point — the tools that are actually useful, the role each one plays, and how to think about AI in a way that makes sense for a busy firm.
Not hype. Not theory. Just a practical guide to what matters.
Five chapters. Zero fluff.
A short, practical guide you can read in one sitting — or skip to the chapter you need.
The tools that deserve your attention
No endless list. Just the small number of tools that can make a real difference in an accounting firm.
The mistake most accountants make with AI
Why dabbling gets poor results — and what to do instead.
Where the real value is
How AI can improve not just efficiency, but the way your firm operates.
The right way to get started
How to avoid overwhelm and focus on quick wins first.
The next step if you want to go deeper
What it takes to move from experimenting to implementing properly.
This guide is for you if…
- You're an accountant or bookkeeper curious about AI, but unsure where to start
- You're already using tools like ChatGPT, but not getting consistent results
- You're looking for smarter ways to save time and improve workflows
- You want to use AI properly — without risking client data or creating chaos
Built on years inside accounting firms — not a textbook.
Mark Wickersham is a Chartered Accountant who has spent years helping accounting firms improve profitability, deliver more value, and build stronger businesses.
More recently, his focus has expanded into AI — with one simple goal: to help accountants use it properly. Not from a theoretical perspective. From real testing, real application, and a clear understanding of what actually works inside an accounting firm.
This guide is built on that experience.
Stop guessing. Start with the tools that actually matter.
Enter your name and email and I'll send you the free eBook straight away. Then I'll also show you how to go deeper with a free community and a video training that expands on what's inside the guide.