AutomationTown
An Automation and AI Community For Accountants
Launch Event Series (Aug 6 - Sep 23)
Who's Invited?
Accounting Industry Professionals
Bookkeepers
Payroll
Tax
Operations/Tech
Firm Owners
CFOs
Students
Auditors
Firm Admins
Who's Not Invited? Anyone Representing an App
This is a safe space for genuine discussion, not sales tactics
Join risk-free for 60 days.
If you don’t save at least an hour per month using the knowledge and support from experts and peers, we’ll give you a full refund.
Why Join?
Networking/Masterminds
Free Tech Support
Video Library
Automation Agency Promos
Bi-Weekly Challenges (Prize $)
Inspiration From Others
Wasn't This A Podcast?
Yeah...we had a lot of fun with it for 3 seasons.Although we're not ruling out a new season, Gil stills wants to help out, the feud with Manualsberg lives on and Jake McCringleberry is still out to sabotage our automations [some inside info from the pod].
Launch Event
Starts Aug 6, 2024
8 Weeks - 1 Live/Recorded Video Per Week
Isaac Perdomo
Isaac from Opzer will run through some common integrations he's built for accounting firms using QBO, ClickUp, Looker Studio and more.
Olivia Look
Olivia from The Automated Agency covers the process of automating your processes, including real-world use cases for automation and AI in accounting firms, and a live build session for an AI-enabled client onboarding sequence.
Kyle Turriff
Tools exist for collecting client data, but what if you want to start small or have custom needs? Kyle will build out a tax organizer showing what's possible for document requests and processing.
Korey Cournoyer
Adding AI to some of your automations unlocks a ton of options. This session will showcase what Strms has built for their customers.
Wesley Hartman
Work with desktop tax software? This session will show examples of what Wes is building for larger firms. He's a computer scientist by trade, so buckle up!
Brian Clare
Use Notion? Brian is going to take you through the technology, automations and structure of FirmOS, his Notion Template for Accounting Firms.
Daniel Fonseca
This showcases a sales and leads application using Make.com. The system integrates Airtable, OpenAI/ChatGPT, Calendly, and Zoom to track leads, gather public data with AI, generate unique questions, and identify pain points.
Ashley Francis
Coming fresh off the Microsoft Power Platform event in Vegas, Ashley will share what's new in the world of Power Automate and Microsoft's AI environment.
Ready To Join?
The Next 100 People Pay US$39/mth Forever
Incredibly thankful to the first 50 people who filled the initial promo spots in under 3hrs
Who's Behind This?
Chad Davis, CPA
Co-Founder of LiveCA LLP
One of the first virtual CPA firms in Canada
Received a few awards for innovation in the accounting space
Lives in an RV with his family, splits time between Canada/USA.