Hey, I’m Damon Millar. I’m an accountant, fractional CFO, and business advisor. I help business owners grow profits, reduce tax, and build lasting wealth, and I help accounting firms run a more proactive, higher-value practice.

I built this course because most accounting firms are using maybe 5% of what Claude can do.

They use it for the odd email.

Maybe a quick summary.

Maybe a rough explanation for a client.

That’s useful, but it is the tiny use case.

The real opportunity is using Claude to create more advisory capacity inside the firm.

Not by replacing accountants.

By helping your team spot opportunities faster, explain numbers more clearly, prepare better review meetings, standardise your best thinking, and deliver higher-value client work without every answer depending on the partner.

Here’s what you’ll get: the exact prompts, workflows, exercises, and verification checks you need to use Claude safely across reporting, advisory meetings, client explanations, profit improvement, cash flow, tax planning prep, and team-wide advisory systems.

Prefer to have a second set of eyes on your numbers or your firm? Whether you run a business doing 500k+ or an accounting firm trying to move from compliance to advisory, a 30-minute call will tell you where the real leverage is. Book a call → https://calendly.com/damon-millar-switchaccountants/30min

What’s Inside

1. The 3 Rules Before You Use Claude With Client Work — the guardrails that keep client data safe and your advice defensible
2. Turn A Set Of Accounts Into An Advisory Agenda — find the client conversations hidden inside the numbers
3. Client-Ready Explanations Without Jargon — explain tax, cash, margin, and profit issues in plain English
4. Spot Profit, Cash Flow, Tax, And Margin Opportunities Faster — prompts that help you find advisory openings in minutes
5. Reporting, Review Meetings, And Client Conversations — practical workflows your team can use every month
6. Standardise Your Best Advisory Thinking Across The Team — turn partner knowledge into repeatable checklists and workflows