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◆ The Leverage Club launches June 3, 2026 · free with any course at launch
TLC
◆ Tier 2 · Profession
Explain numbers faster, cleaner, and in plain English.
Most finance work does not fail because the numbers are missing. It slows down because the explanation is messy. The variance is known but the commentary is not ready. The close is done but the email still needs to be written. The board has the data but not the narrative.
Built for · CPAs, controllers, tax pros, FP&A leaders
I built this course after spending years watching credentialed professionals improvise their way around client data risks and burn evenings rewriting commentary that should have been clean the first time. This shows you how to use Claude to draft variance explanations, client recaps, close-period updates, management commentary, tax-question summaries, and plain-English explanations of technical issues. Section 7216 and Circular 230 stay front of mind throughout.
Claude drafts, organizes, summarizes, and cleans up the first pass. You verify, review, correct, and own the final answer. Your judgment stays in charge.
Investment
$395 · founding access · moves to $795
FREE The Leverage Club included while enrolled
Built to align with
IRS Section 7216 · Circular 230 · AICPA Code of Professional Conduct.
This is not accounting or tax advice and not CPE. It is a communication and workflow course built with a strict professional review layer.
00What about Section 7216 and Circular 230?
The first two modules are the Clean Room.
Before any client-facing workflow, this course installs a strict, non-PII working environment: what never goes into Claude, what gets sanitized, how to structure a session, and how to review output before it goes to the partner or the client.
If it saves you one focused afternoon on variance commentary or board prep this year, it has paid for itself. It is designed to save you ten hours a week.
- Never-upload list (returns, K-1s, client PII, audit work papers)
- The PII sanitization decision tree
- The Pre-Session Compliance Checklist
- The 15-Minute Senior Review Protocol
- A written operating standard your firm can defend
01The problem
You do not need more information. You need a repeatable way to use it.
The work that quietly eats your week.
Most CPAs and finance professionals are not behind because they lack intelligence. They are behind because every new tool feels like another thing to manage.
This course gives you a simpler way to use Claude, without turning yourself into a technical person.
- Too much time spent on routine work
- Too many messy inputs, never the same twice
- Too much rewriting, organizing, and explaining
- Too little time left for the work that actually matters
- No clear way to use AI without feeling overwhelmed
02The promise
What the next ninety days can actually look like.
Before this course
Most weeks now
- You write the same kind of email three different ways
- You rewrite junior drafts past midnight
- You explain the same ideas to clients in slightly worse versions
- You experiment with AI tools and never go back to them
- You finish the week behind on the work that matters
After this course
Most weeks after this.
- Draft cleaner client emails and recaps in minutes
- Translate complex numbers into plain English on demand
- Speed up close-period communication and follow-up
- Organize reporting and review work in one repeatable rhythm
03Who this is for
This course is for you if any of these sound like your week.
02
You write the same kind of email three different ways every week
03
You want client communication that sounds like you, just better
+ what it is not
If you want shortcuts that remove human review, this is not it.
Every workflow assumes a professional review layer. Judgment stays with you.
04What you can achieve
By the end of this course, you can.
01.
Draft cleaner client emails and recaps in minutes
02.
Translate complex numbers into plain English on demand
03.
Speed up close-period communication and follow-up
04.
Organize reporting and review work in one repeatable rhythm
05What is inside
Everything you leave with , and keep.
No locked-out modules. No "platform access expires." Once you finish, you keep the binder, the vault, and the manual. The Club access continues while you stay enrolled.
Inside · 01
◆
The SOP Binder
A practical operating manual for how you use Claude safely and consistently, yours to keep, edit, and copy across your work.
Inside · 02
◆
The Prompt Vault
40+ practical prompts and workflows adapted to your professional context. Copy-paste, ready on Monday.
Inside · 03
◆
The Operating Manual
A fillable PDF / Word / print version of your workflow system. Hand it to a junior and they can run it.
Inside · 04
◆
Access to The Leverage Club
Included for as long as you stay enrolled in the course. Vault, briefing, live sessions, member discussions. No separate fee.
Inside the SOP Binder · 17 sections
Your operating manual.
Not a workbook. A real binder you fill in, keep on your shelf, and update once a quarter. Print it. Tape it to the wall.
- Your AI Use Policy
- Your Never Upload List
- Your Sanitization Rules
- Your Prompt Vault
- Your Review Checklist
- Your Weekly Workflow
- Your Client Communication Templates
- Your Delegation Briefs
- Your Red-Team Prompts
- Your Case Study Notes
- Your Tool List
- Your Follow-Up System
- Your Content / Authority Workflow
- Your Proposal Workflow
- Your Meeting Recap Workflow
- Your Quality-Control Checklist
- Your Next 90-Day Plan
06What you get at this tier, vs. the others
The honest comparison across all four tiers.
Every tier ladders up. You can always start lower and step up. You cannot start at IV and step down, at that level the install is in your firm, not on your desk.
What is included
I · Begin
II · Profession
III · Executive
IV · Enterprise
SOP Binder (17 sections, yours to keep)✓✓✓✓
Prompt Vault (40+ profession-specific prompts)✓✓✓✓
Written Operating Manual (PDF / Word / print),✓✓✓
The Leverage Club access (free while enrolled)✓✓✓✓
Live working sessions,limited✓✓
1:1 review or coaching,,limited✓
90-day install inside your firm with handoff,,,✓
Highlighted column · your tier · Profession
07The course path
A four-week, four-step rhythm.
You can finish faster. Most members do not. The cadence is built so you actually use the work, not just consume it.
01
Week 1
Audit your week
Map your highest-friction repeat work, the recap, the memo, the email, the review.
02
Week 2
Build the vault
Construct your custom Prompt Vault for the work you actually run, by profession, not by hobby.
03
Week 3
Senior review layer
Install the 15-Minute Senior Review Protocol so AI drafts, you decide.
04
Week 4
Hand it off
Write your operating manual so a junior or a successor can run the same system.
08If your firm needs this for many people
There is a private implementation for that.
Private Implementation
For boutique advisory firms, professional service firms, and senior teams that want a shared standard for AI inside real client work.
Executive kickoff, workflow audit, Never Upload Index, custom prompt vaults, the 15-Minute Senior Review Protocol, training, and a written operating manual handed to your team.
Talk to usscope-priced
Final fee depends on firm size, workflow complexity, number of teams, and timeline. Request a scope-review call and we will send a real number within a week.
View enterprise page →09What you leave with
Concrete deliverables, not modules.
Five working artifacts for the way the close and the client week actually run — yours after Friday, yours next quarter, yours next year.
Deliverable · 01
Variance explanation workflow
Turn a variance you can't explain yet into a clean client-ready answer with risks separated from facts.
Deliverable · 02
Client-ready summary workflow
Compress the working paper into a plain-English summary a non-finance client can actually read.
Deliverable · 03
Month-end communication workflow
A repeatable rhythm for the recurring close email — fewer drafts, same care.
Deliverable · 04
Review checklist
Fifteen minutes between Claude's output and a number that travels with your name on it.
Deliverable · 05
Risk and assumption flagging workflow
A pattern that separates what's verified from what's inferred, every time, before a partner asks.
10Look inside the course
A peek at what's actually in the binder.
No mood board. A real lesson list, a real prompt, a real checklist, a real working moment.
Lesson preview
Module 02 · The Variance Explanation Workflow
From a variance you can't explain yet to a client-ready answer.
Lesson preview
Module 05 · Section 7216 and the AI Confidentiality Line
A plain-English walkthrough of what stays off Claude — and why.
Lesson preview
Module 09 · The 15-Minute Senior Review
A short, defensible review layer between Claude and a number that travels.
Sample prompt · variance explanation
Here is the variance summary for [period redacted]. Explain in plain English: what changed, why it likely changed, what assumptions are baked in, what's verified versus inferred, and three questions a partner would ask. No tax advice. Keep numbers as-is. Flag anything you're inferring.
Sample checklist · Section 7216 boundary
- 01. Has client tax-return information been stripped or masked before upload?
- 02. Have you separated verified facts from working assumptions in the draft?
- 03. Are explanations consistent with the source schedule, not your memory of it?
- 04. Have you flagged anything Claude inferred without supporting data?
- 05. Would you sign your name to it under Section 7216 and your firm's confidentiality standard?
Practical use · one Tuesday
Tuesday, 9am: a variance you can't explain in plain English yet and a 3pm partner review. By 9:16am, you have a client-ready explanation with risks and assumptions separated — for your review.
11Before / After
What changes on a normal Tuesday.
Same close, same client, same standard. The difference is the first hour.
Before
The way the week moves now
- A variance you can't explain in plain English yet
- A month-end summary you keep meaning to finish
- A schedule you're going to retype tonight
- A junior's working paper waiting for your red pen
After
The way it can move instead.
- A clean client-ready explanation with risks and assumptions separated — for your review
- A month-end summary drafted and pressure-tested — for your review
- A schedule narrated in plain English — for your review
- A junior's working paper red-teamed before you read it — for your review
12How Claude fits into your work
Three modes. Used differently.
There isn't one way to use Claude — there are three. The course teaches when to use each, and when not to.
Mode · 01
Claude Chat
Thinking, drafting, summarizing, and improving day-to-day work.
Example: drafting a month-end client email and the three follow-up questions you should ask first.
Mode · 02
Claude Cowork
Ongoing work that benefits from context, continuity, and repeated collaboration.
Example: your client folder, your firm's tone guide, your reporting style — kept consistent across closes.
Mode · 03
Claude Code
Structured projects: complex file structures, organizing large sets of documents, and simple private internal dashboards.
Example: organizing five years of working papers and client files into one clean, searchable archive.
The Leverage Years teaches when to use each, and when not to.
Plan requirements: Claude Chat runs on any Claude plan. Cowork and Code require a paid Claude subscription (Pro / Max / Team / Enterprise) and the Claude Desktop app on macOS or Windows. They're not available on the free plan, on web, or on mobile.
13Professional boundaries
Claude shouldn't replace your judgment. It should remove the first-pass burden so your judgment has more room to matter.
Confidentiality
The Never Upload List is enforced from the first lesson. Client identifiers, tax-return information, and account-level detail stay off Claude.
Professional judgment
You decide, every time. Claude drafts, organizes, and pressure-tests. The number is yours and stays yours.
Review obligations
Every workflow ends at a senior review gate — the 15-minute checklist before anything leaves your desk.
Firm policy
A policy template is included so you can hand a written standard to your partners or your firm-wide quality team.
Client trust
There's no shortcut around it. Speed never substitutes for the duty of care a client buys when they engage you.
Sensitive information
The sanitization rules give you a plain-English Red / Yellow / Green model — what to remove, what to mask, what's safe.
Regulatory alignment
Built with Section 7216 awareness and tax preparer confidentiality boundaries. The course includes a sanitization decision tree for client tax-return information.
Human review is required before anything leaves your desk. That's the rule from day one — and the rule on day three hundred.
14Frequently asked
Common questions.
- Do I need any AI experience?
- No prior AI experience required. This assumes deep professional expertise and your first real working session with Claude.
- How long does it take?
- Get your first win in week one. The full library—7 modules—is yours for life.
- Is this practical or theoretical?
- Practical. Every lesson ends with a copy-paste prompt, a real example, and a checklist. No "future of work" talks.
- Will this work for my profession?
- Yes. CPAs and finance professionals are the audience this was built around. The workflows match the actual deliverables you produce most weeks.
- What if I get stuck?
- Every course buyer gets The Leverage Club included, there is one room inside for asking working questions, plus a written Vault. You will not be alone in a forum with strangers.
- Is it safe to use at work?
- The course includes a clear policy template, the Never Upload List, sanitization rules, and the 15-Minute Senior Review Protocol. You leave with rules you can defend in an internal meeting.
- How is this different from other AI courses?
- Most AI courses teach you to experiment. This course teaches you to apply. You will not finish with 200 prompts you forget. You will finish with one operating system you actually run.
- Can my firm buy several seats?
- Yes. For 5+ seats we offer firm pricing. For a true company-wide implementation, see the Enterprise tier ($35k+, scope-priced).
→ Enroll in The Leveraged CPA & Finance Professional
Explain numbers in plain English, twice as fast, every time.
For CPAs and finance pros who spend half their week rewriting emails, cleaning reports, and explaining the same things differently to different audiences.
$395 · founding access · moves to $795 · The Leverage Club included free while enrolled