Zeroed-In on AI
An AI Transformation Series for Accounting & Finance Professionals
Most accounting and finance professionals know AI is changing the industry. The challenge isn't whether to adopt it. It's knowing where to start.
The first episode launches early August, with a new episode released every month after that.
Join the Series
Receive Each New Episode as It's Released
This video series walks you through a practical progression from using AI as a research assistant to building custom workflows and AI-powered applications that solve real accounting problems.
Each month, you'll receive a new episode, practical takeaways you can apply immediately, and guidance from our President and Co-Founder, John Ikosipentarhos, as you move from AI curiosity to confident implementation.
The Approach
Why This Series Exists
Most AI conversations jump straight to tools. This series starts with capability.
Instead of chasing the newest platform every few weeks, you'll learn a framework for building AI skills that continue to compound as the technology evolves.
The series follows the same progression John uses with accounting and finance teams:
Learn to use AI for technical research
Build repeatable prompts and templates
Automate repetitive workflows
Create custom AI applications that integrate with your existing systems
Whether you're experimenting with Claude for the first time or already exploring workflow automation, each episode builds on the last.
The Content
Episode Roadmap
The first episode launches early August, and a new episode is released every month after that.
How Accountants Can Use AI to Skip Years of Technical Learning
See why the years-long climb from Excel formulas to VBA is now optional. Open Claude or ChatGPT inside Excel, ask the question, and get the learning.
Explore this episodeYou Want to Implement AI in Your Accounting Team? Do This First
Before automating anything, learn how to build repeatable prompts and processes that produce reliable results.
Claude in Excel Is Game Changing for Accounting & Finance Teams
Discover practical ways AI can enhance Excel workflows and eliminate repetitive spreadsheet work.
Using N8N to Build End-to-End Workflow Automation
See how accounting workflows can be connected and automated without writing traditional software.
Building Custom AI Dashboards Without Power BI or Tableau
Learn how modern AI development tools can create customized reporting experiences directly from your ERP and financial systems.
Designed For
Who This Series Is For
Outcomes
What You'll Learn
Your Guide
Meet Your Instructor
John has 12+ years of experience in both public and private accounting, specializing in month-end close, financial statement preparation, day-to-day operations, and technical accounting. His expertise is in corporate accounting and finance, helping companies transform manual processes and automate workflows to bring the work in-house and lower the cost of delivery.
John is a licensed CPA in California and holds a Bachelor's Degree in Business Administration (Accounting emphasis) from California State University, Fullerton.
Common Questions
Frequently Asked Questions
Yes. Every episode is available free on YouTube, and subscribers receive reminders and additional resources.
No. The series begins with practical AI use cases and progresses gradually into automation and custom applications.
Depending on the episode, you'll see tools including ChatGPT, Claude, Claude Code, n8n, Excel integrations, and custom AI workflows.
Yes. Every episode remains available after release, and you'll also find companion articles and additional resources.
One episode is released each month from August through December.
Ready to Start Your AI Transformation?
Join accounting and finance professionals learning practical AI skills they can apply immediately.
Join the Series