Live Webinar • September 29, 2026
A working session for finance and accounting leaders who have AI running in production and need the output to hold up under review.
This webinar is eligible for CPE credit through Earmark.
Can't make it this day and time? Register anyway and we'll send you the recording.
The question is not how much work AI can do. It is how you make the output reliable enough to use.
AI can produce a polished technical accounting memo in minutes. The mistakes in that memo are harder to catch than a staff accountant's, because nothing about the output looks wrong. A staff accountant tells you when they are unsure. The model does not.
Routing everything to human review creates a new bottleneck, and it moves the work to your most expensive person. Deterministic gates work better. Code checks the output against rules you set and stops the work when a check fails, instead of asking the model to be careful.
John and Kyle walk through two AI workflows we run in our own firm, point out where each one breaks, and show the checks that catch it.
John and Kyle are CPAs who built the schedules, cleaned up the GLs, and sat through the audits. Now they build the AI workflows their own firm runs on. Danielle runs the session and the Q&A.
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.
CEO / Co-Founder, Zeroed-In Consulting
Kyle has 12+ years of public accounting experience, including 8 years at Top 10 firm Grant Thornton, covering financial statement audits of public and private businesses ranging from emerging start-ups to multinational corporations. He holds extensive advisory experience in technical accounting and financial reporting, is a graduate of the Goldman Sachs 10,000 Small Businesses program, and a member of the 2019 to 2020 ACG Los Angeles Rising Stars Program. Kyle is a licensed CPA in California and holds a Bachelor's Degree in Business Economics from UCLA.
Facilitator • Principal, Zeroed-In Consulting
Danielle has 12+ years of experience in public and private accounting, including SEC reporting, regulatory reporting, US GAAP, and process improvement. She brings a systems mindset and deep technical depth to audit preparation challenges.
This is a look at real workflows, not a survey of tools. We will cover:
You will leave able to tell a real control from a review step that only looks like one, whether you own the close, answer to the auditors, or run the firm.
Talk to our team about putting AI into your close with controls that catch bad output before it ships.
Schedule a Discovery Call