Webinar
A tactical, no-fluff session for accountants and finance leaders who want to stop drowning in busywork and start using AI to reclaim their time.
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This webinar is eligible for CPE credit through Earmark.
This on-demand webinar is built for accountants, controllers, and finance leaders who lose hours every week to manual work that software should already be handling. It closes the gap between knowing AI could help and knowing which tool to open on Monday morning, using workflows John and David run in practice today rather than hypotheticals. After watching, you will be able to pick one repeatable task on your team, choose the right AI tool for it, and put a reviewed, auditable version of that workflow into production.
This session is about what to actually do, not what to aspirationally believe.
Accounting teams are stretched thinner than ever. Close cycles are getting tighter, headcount is not keeping up, and the ask from the business keeps growing. AI is the obvious answer, but most of the conversation around it is still theoretical.
In this webinar, John Ikosipentarhos, President and Co-Founder of Zeroed-In Consulting, is joined by guest speaker David Lam, CEO and Co-Founder of Abacor, for a tactical walkthrough of the AI tools and workflows accountants can put to work today. Expect real examples, real demos, and a clear path from AI curious to AI operational.
Hear from two operators who sit at the intersection of accounting and emerging technology and spend every day helping teams do more with less.
President / Co-Founder, Zeroed-In Consulting
John has 12+ years of experience in public and private accounting, specializing in month-end close, financial statement preparation, day-to-day operations, and technical accounting. He helps finance teams transform manual processes and automate workflows using AI, bringing work in-house and lowering the cost of delivery. John is a licensed CPA in California.
Guest Speaker • CEO & Co-Founder, Abacor
David is the CEO and Co-Founder of Abacor, an AI meeting assistant purpose-built for accounting firms. Abacor automates meeting admin from pre to post meeting workflows, including deep integrations with popular practice management tools. With close to 15 years of accounting experience, from being an accountant at PwC, Deloitte and Crowe to building software for accountants at Gusto, David sits at the rare intersection of deep industry expertise and emerging technology. He's on a mission to elevate the accounting profession and empower accountants to deliver the best client experience.
We are cutting through the hype and focusing on practical, repeatable workflows. In this session, we will cover:
Whether you are a controller trying to get the close under control, a firm leader thinking about where to deploy AI, or an accountant who just wants to stop working 60-hour weeks, you will leave with tools you can use immediately.
AI takes over the mechanical half of accounting work: matching, formatting, cross-referencing, and summarizing. Bank reconciliations that meant line-by-line tie-outs become a matching pass that surfaces only the exceptions. Inherited Excel workbooks get analyzed and rebuilt as standardized templates in a single working session. Recurring close steps get written down once as a repeatable procedure instead of living in one person's head. In every case a reviewer still validates the output, so the time saved comes out of the busywork rather than out of the controls.
The stack most accounting teams start with is smaller than people expect. Claude and ChatGPT for research, drafting, and analysis. Claude in Excel for workbook rebuilds and reconciliation logic. Custom GPTs to standardize processes your team repeats every month. An AI notetaker so meetings turn into structured notes and follow-ups automatically. Scripting and automation platforms for the handoffs between systems. The webinar walks through each of these with live examples rather than feature lists.
Start with one task, not a rollout. Pick a repeatable, low-risk workflow your team already runs every month, such as a reconciliation or a recurring workbook, and rebuild just that one with AI while a reviewer checks the output. Once it holds up for a cycle or two, write the procedure down so anyone on the team can run it, then move to the next task. Teams that try to adopt AI department-wide on day one usually stall; teams that ship one working workflow tend to keep going.
Yes. This session is eligible for CPE credit through Earmark. Fill out the form above to watch the replay, where you will find the link to claim your credit.
Abacor is an AI meeting assistant built specifically for accounting firms. It automates meeting admin across the full lifecycle, from pre-meeting prep to post-meeting follow-ups, with deep integrations into the practice management tools accountants already use.