From board commentary to client letters — built for accountants, bookkeepers, financial advisers, and CFOs who want to move faster without cutting corners.
This course is built for practising finance and accounting professionals in Australia — people who already do the work, and want to do it faster and better. No prior AI experience required.
Every exercise, prompt, and example is based on the real documents and tasks of Australian finance practitioners — EOFY client letters, board pack commentary, ATO correspondence, variance analysis, and more.
Draft financial reports and board commentary in minutes using the Numbers-In, Narrative-Out technique
Write client emails and advice letters that are clear, compliant, and ready to send
Summarise financial statements and flag key issues at speed
Use Claude to research and explain complex tax topics in plain English
Apply Privacy Act and TPB obligations to every AI interaction
Leave with a peer-reviewed Practice-Ready Pack — commentary, letters, and prompt library built from your own work — ready to use from Monday morning
7 sessions across the day — every exercise uses real finance and accounting scenarios.
Every prompt uses the RCTF framework — ready to copy into your own practice.
You are a senior accountant writing a monthly board pack. Context: July results — Revenue $1.24M (budget $1.1M, +12.7%), COGS $680k (margin 45.2%), Opex $310k (over budget by $15k due to IT contractor), EBITDA $250k. Task: Write a 3-paragraph executive commentary. Format: Professional, direct tone. No fluff. Flag the opex variance. End with outlook.
You are a senior Australian tax accountant. Context: Client is an Australian individual. Sole trader, graphic designer, home office (dedicated room, 20% of house), FY2024 revenue [AMOUNT]. Task: Draft a plain-English email explaining their home office deduction options (actual vs. fixed rate method) and our recommendation. Format: Friendly, professional. Under 200 words. End with a clear action item.
You are a CFO reviewing a set of financial statements. Context: Annual accounts for a small Australian company (construction, FY2024). [Paste de-identified P&L and balance sheet below] Task: Summarise the key financial health indicators. Flag the top 3 risks and top 2 positive trends. Format: Bullet points. Plain English. CFO brief — under 250 words.
You are a professional bookkeeper in an Australian accounting firm. Context: Business client — [AMOUNT] outstanding, now 45 days overdue. Longstanding client, good relationship. Task: Draft a firm but professional overdue payment reminder. Format: Email format. Firm but not aggressive. Preserve the relationship. Under 150 words.
We teach these as rigorously as the prompting skills — because in a finance practice, getting it wrong is a professional liability.
No real names, TFNs, account numbers, tax file numbers, or financial figures belonging to real clients — at any point. Use placeholders: Client A, [TFN], [AMOUNT].
ATO thresholds, super rates, FBT rates, and tax brackets change annually. Claude's training has a cutoff. Always verify current rates on ato.gov.au before using them.
Claude drafts. You review and sign off. The registered agent responsibility is always yours — Claude outputs cannot be submitted without professional review.
Statements of Advice must be reviewed, personalised, and approved by a licensed adviser. Claude can draft structure and narrative — it cannot replace AFSL obligations.
If Claude mentions a specific ATO ruling, Tax Act section, or case, verify it on ato.gov.au or legislation.gov.au before quoting it to a client or using it in advice.
Client tax records, financial positions, and personal details are personal information under the Privacy Act. De-identification is not optional — it's a professional obligation.
Both formats include workbook, certificate, lunch, and prompt library.
Run in major cities. Open enrolment — book a seat or your whole team.
We come to your office and run the course exclusively for your team. Minimum 8 participants.
Book a public course or bring Claude Training School to your firm.