Claude FULL 1 HOUR Starter Kit for CPAs and CFOs

I offer deeper team training, onboarding and automations for CPAs and Finance Teams. [email protected] OR https://calendar.app.google/HgYT3xhQH... TIME STAMPS: 0:00 — 90 day Roadmap 0:36 — Why Claude? 1:37 — Plan Selection 3:00 — The Claude Environment 12:20 — Connectors in Claude (Quickbooks / Google Suite) 17:50 — Your First Automation (Automation #1) 22:10 — Monthly Financial Reporting Workflow (Automation #2) 45:55 — Proposal Workflow (Automation #3) 1:01:00 — Monthly Reporting Output / Review (With Examples) 1:05:20 — What Not To Automate 1:06:00 —90 Roadmap Summary