A premium operating model for senior finance professionals.

If you are a CPA, controller, FP&A leader, or tax professional, you have already noticed that AI conversations tend to go in one of two directions. Either the tool is presented as something that will replace your judgment — which is not how professional practice works — or it is discussed at a level of abstraction that offers nothing you can actually use next week. This course is designed to be neither of those things.

The Leveraged Executive for CPAs and Finance Professionals is a structured, self-paced program built specifically for practicing finance and accounting professionals. The core thesis is direct: Claude drafts, organizes, summarizes, and supports. You review, verify, decide, and own the work. Final tax positions, accounting treatments, audit conclusions, and financial disclosures remain with you, under your credential and your professional standards. Claude does not substitute for that.

What does the program cover?

The course is organized around six practice paths — the specific areas of a CPA or finance professional's day where structured AI assistance actually saves time and improves output quality.

The first area is daily communication. This includes client email workflows for routine correspondence and follow-ups, internal status updates, PBC document request list generation for audit and tax engagements, meeting summaries, and tax engagement documentation. These are the tasks that consume an outsized share of professional time at every level.

The second area is close, reconciliation, and reporting. The course walks through month-end close status workflows, financial performance dashboard narratives, financial statement support notes, and close review emails and management summaries — the kind of structured first-pass drafting that normally takes hours and can be done more cleanly when you have a repeatable workflow behind it.

The third area is variance analysis and management commentary. You will build workflows for budget-versus-actual variance explanations, forecast commentary, monthly and quarterly management commentary drafting, and board-ready variance summary production. These deliverables require professional judgment, but the drafting layer can be systematized.

The fourth area is tax support and client advisory. The course covers tax issue list and research organization, client communication for tax matters under Circular 230 discipline, and the adversarial self-review workflow — a structured method for stress-testing your own AI-assisted work before it goes to a client.

The fifth area is FP&A, cash flow, and business review workflows, which addresses FP&A reporting package production support, engagement kickoff and scope confirmation communication, and the planning discussion outline workflow.

The sixth area is quality control and source verification — arguably the most important module for this audience. You will learn source verification discipline specifically for tax citations and accounting standards, a pre-delivery QC review checklist for every AI-assisted deliverable, and how to maintain a prompt failure log so your process improves over time rather than accumulating silent errors.

What does the course produce?

The program culminates in a capstone: a complete 17-section SOP Binder. This is a working document — not a certificate, not a summary. It contains your clean room and sanitization standards, your workflow libraries for close, tax research, narrative engine, internal controls, and document requests, your QC sign-off checklist, your personal prompt vault with 40-plus calibrated strings, your governance log, and your prompt failure log. It is delivered in four formats for use across your firm's document standards.

The prompt vault module alone contains over 40 copy-paste-ready prompt strings built for CPAs and finance professionals — organized by workflow and calibrated to the professional standards you operate under, including the AICPA Code of Professional Conduct, IRS Section 7216, Circular 230, and FASB/GAAP source verification requirements.

Who built this course, and why does that matter here?

This course was built by Anthony Guerriero, a CPA with an MBA from Kenan-Flagler at UNC Chapel Hill and a former Senior Manager at Deloitte, where he specialized in forensic accounting and SEC investigations. He subsequently served as VP of Finance at an enterprise startup scaled across 23 states. The professional standards compliance architecture in this course — the Foundation Gate acknowledgments, the sanitization standards, the Circular 230 communication discipline — reflects direct experience practicing under those standards, not a generalist interpretation of them.

Is this the right course for you?

This program is designed for CPAs and finance professionals who are already competent and want to become more efficient without cutting corners. If you are a controller who wants a repeatable close narrative workflow. If you are a tax manager who wants to handle client communication with better first drafts and stronger documentation. If you are an FP&A leader who wants variance commentary that does not start from a blank page every month. If you have been curious about Claude for accounting work but have not found a program that takes professional standards seriously enough to use.

The outcome is a personal SOP Binder, a calibrated prompt library, and a repeatable weekly leverage routine built for your specific role. That is what you leave with. The investment is $1,495.