The AI Advisory Advantage Workshop
Learn to use AI to go beyond reports and turn your expertise into a repeatable advisory system clients will pay more for.
Live 2 hour workshop for bookkeeping and accounting firm owners who are done keeping advisory “stuck in their head” and are ready to turn it into a system they can actually use, delegate, and get paid more for. 💸
📍 Where: Live on Zoom
📅 When: November 24th @ 12pm - 2pm EST
💸 Price: $295
🎥 Important Note: Replay included for those that can’t make it live
You already know advisory matters - you just need a system that makes it doable.
You do not need another pep talk about “offering advisory.”
You already know:
Advisory is where the real value is
Clients want direction, not just tidy reports
You could charge more if advisory felt easier to deliver
Your brain is not a filing cabinet and yet you keep treating it like one
The real problem is that advisory:
lives in your head
is hard to document
feels impossible to delegate
happens in random bursts instead of on repeat
The real problem is not that you do not know how to think strategically.
Meanwhile, AI is on every headline, but no one is showing you how to use it in a practical way to actually support advisory work inside a firm.
That is exactly what we are doing together in The AI Advisory Advantage workshop.
📍 Where: Live on Zoom
📅 When: November 24th @ 12pm - 2pm EST
💸 Price: $295
🎥 Important Note: Replay included for those that can’t make it live
Imagine this instead...
You just finished the bookkeeping for a client and you’re reviewing their reports.
You’re looking at the numbers and thinking through what matters, what stands out, and what could actually help them move forward instead of simply being informed.
Instead of staring at client reports and hoping something jumps out, you:
Run the reports and client information through a proven AI insight process
Pull meaningful trends, risks, wins, patterns, and growth opportunities for your client without feeling stuck or unsure what to say
Organize those findings in a simple structure that makes your value clear and easy to communicate
Decide what to share with the client that will genuinely impress, help them think differently, and position you as the strategic partner, not “just the bookkeeper”
See where the client needs more support and turn it into paid advisory or project based work.
Turn those insights into clear talking points or an email that sounds confident, helpful, and professional instead of random or basic when providing advisory insights
Walk into client calls knowing exactly what to say and why it matters to help them drive results
And if you ever want to hand advisory support to a team member later, they can follow the same repeatable workflow without depending on your brain.
That is the advantage.
What we are doing inside this live session…
This is a live workshop where I show you, step-by-step, how to use AI as a thinking partner to support your advisory services - not replace it. 👏🏼
You will learn how to:
Pull meaningful insights from client data and reports
Use ChatGPT to surface patterns, risks, and opportunities faster, so you’re not starting from a blank page every time.Turn insights into a repeatable structure
Drop everything into a simple framework that you can use across clients instead of rewriting the process from scratch.Document advisory notes so they don’t live in your head
Capture what you are seeing and thinking in a way that makes sense to you and your team.Spot natural upsell opportunities
Use a specific ChatGPT prompt to help you identify additional services, projects, or support your client is ready for - without feeling salesy.Communicate strategies and insights clearly with clients
Turn your advisory notes into emails or talking points that position you as the strategic partner, not “the person who does the books” and creates more revenue opportunities for your firm.Use AI safely and responsibly
Learn how to redact and protect client information while still getting the benefit of AI support.
This is not theory. You will see exactly how I use this inside my own advisory firm and how you can start using it the same week.
What you’ll walk away with…
You aren’t leaving this session with vague inspiration. You’re leaving with assets you can plug right into your firm.
🧠 Advisory Focused AI Prompts
The proven ChatGPT prompts I use to extract insights, spot patterns, identify risks and opportunities from client reports, and prep talking points that elevate client conversations that WOW them.
⚙️ Notion Prompt Database Template
A plug and play Notion database template that stores all ChatGPT prompts provided during the session and gives you a scalable library structure so you can continue expanding your own ChatGPT prompts over time.
*Google Doc version of all prompts, perfect if you’re not using Notion
📝 Advisory Notes & Documentation Process
My full workflow and SOP showing exactly how to document insights, trends, client history, context, and next step ideas so this knowledge can be delegated to your team, repeated inside your firm, and never live only inside your brain.
💸 Upsell Opportunity Prompt + Email Template
Identify real upsell opportunities and use my plug-and-play email to convert them into paid advisory services and long-term revenue opportunities for your firm.
🎥 Replay of the Workshop + Lifetime Access
If you can’t join live or want to rewatch, pause, and implement at your own pace.
🙋🏼♀️ Live Q&A Session
Come ready with questions or client examples you want help with. I will be doing live Q and A at the end so you can leave with clarity on exactly how to use this in your workflow. A replay will be available if you cannot attend live.
Who this is perfect for…
✅ Firm owners who are advisory curious and want a clear way to start using it with clients.
✅ Firm owners who already offer advisory but want it to feel cleaner, more consistent, and easier to delegate.
✅ People who are done being “just the bookkeeper” and want to show clients they’re the strategic partner.
✅ Anyone who wants to increase client fees or add on projects by actually showing their value.
And just as important - what this isn’t…
Let me be really clear so you know what you’re buying.
This is not:
a crash course on budgeting, forecasting, or advisory
a step by step “how to become an advisor from scratch” training
a technical deep dive into every setting inside ChatGPT
You are expected to bring:
your existing accounting knowledge
your current or future interest in advisory
basic familiarity with ChatGPT or at least curiosity
You are not expected to be an AI expert.
You are here to learn how to use AI to support and systemize the advisory you are already capable of doing.
Meet Your Mentor 💕
Hi, I’m Alyssa Lang, founder of Workflow Queen and Magnetic Profits.
I’ve been in business for nine years and I’ve built, run, and now advise inside a fully advisory focused firm. I’ve coached thousands of bookkeepers and accountants around the world on systems, offers, pricing, team, and scalable service delivery. I don’t teach theory. I teach what I use, what I test, and what actually works with real clients and real money involved.
Advisory is not new to me. I’ve used it to help clients grow, increase capacity, and generate consistent high value revenue. Today, my advisory packages and consulting calls sell for anywhere from $250 to $3,500+ per month per client — and AI has amplified my delivery and upsell opportunities even more.
I’m here to show you how to turn what you already know into repeatable, valuable, revenue generating advisory without needing to be a “guru,” add more hours, or hope clients magically see your value.
This session isn’t about theory, buzzwords, or hype.
It’s about building a real, repeatable advisory process that makes you more valuable, more confident, and more profitable.
Get Instant Access to My Full Tech Stack
Pop your info below and I’ll send it straight to your inbox — along with a short video showing how to explore the database and where to start (so you don’t get lost in tech overwhelm). ✨
⚡ Created for bookkeepers and accountants who want to work smarter, not harder.
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