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Hi, I'm Damon Millar. I run an accountancy practice built on proactive tax planning and fractional CFO work, the kind of forward-looking advice most firms never get to because they're buried in compliance.

I built this bundle because most accountants are using AI to tidy up emails. That's about 5% of what these tools do. The other 95%, the modelling, forecasting, and advisory work, is where the hours and the fees actually are.

Five short courses. Each one gives you a concrete capability you can use on a live client file this week, plus the exact prompts and the review discipline that keeps your name safe.

Would you rather talk it through than read it?

I'm happy to walk another accountant through how I've built these workflows into a proactive, advisory-led practice.

Grab 30 minutes with me → https://calendly.com/damon-millar-switchaccountants/30min


What's Inside

  1. Course 1: The AI-First Practice — decide what to delegate to AI, what to keep, and the 90-day plan to roll it out without risking client data
  2. Course 2: Claude for Accountants — build models in Excel, draft forecasts by voice, ship interactive dashboards, all with the review layer that protects your sign-off
  3. Course 3: Forecasting and Cash Flow — the 13-week cash flow, scenario models that tie, and a faster month-end close
  4. Course 4: Copilot for Accountants — get real work out of Copilot across Excel, PowerPoint, Word and Outlook, and stop using it the way that wastes everyone's time
  5. Course 5: Turning Numbers Into Advice — the prompts that move you from "here's what happened" to "here's what to do," including a UK tax-efficiency pass

Each course has the same shape: what you'll be able to do, the lessons, the prompts, and a quick win you can bank today.


Course 1: The AI-First Practice

What you'll be able to do: decide exactly which tasks to hand to AI and which to keep, set up the data rules that keep you compliant, and follow a 90-day plan to roll it out across your practice without chaos.

The shift here is simple to say and hard to do. A compliance-only firm sells hours. An advisory-led firm sells judgement. AI compresses the hours, which means the firms that adopt it either pass that time saving to advisory work or watch their compliance fees get competed down to nothing. This course is about choosing the first path on purpose.

Lesson 1.1: What to delegate, what to keep