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: 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: Zoom
📅 When: November 24th @ 12pm - 2pm EST
💸 Price: $295
📍 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.
Why this matters right now.
The industry is already shifting.
Bookkeeping and transactional work are becoming easier to automate
Clients are starting to figure out that any basic firm can hand them reports
The firms that win are the ones who can interpret the numbers and give direction
Advisory is where:
You stand out
You build longer client relationships
You justify higher pricing
You create more opportunities with the clients you already have
If you keep advisory stuck in your head, you cap your revenue and your capacity.
If you build a repeatable advisory system supported by AI, you open up:
More confidence in what you deliver
More room for your team to help
More opportunities to offer deeper support
More ability to charge for the value you are already bringing
This session is your on ramp to that.
📍 Where: Zoom
📅 When: November 24th @ 12pm - 2pm EST
💸 Price: $295
The AI Advisory Advantage Session Details
📆 When
November 24th
@ 12pm - 2pm EST
📍 Where
Via Zoom
💸 Cost
$295
*The price will increase to $495 after the live session. I recommend you sign up before the price increases.
What You Get
This is not just a training. You’re walking away with assets you can use the same day.
✔ 2 hour live AI advisory focused training via Zoom
✔ My full ChatGPT advisory insight extraction process step-by-step
✔ AI prompts I personally use to spot trends, risks, and opportunities for clients
✔ Upsell opportunity prompt + plug and play email to land more advisory work
✔ Notion prompt database template (plus a Google Doc version if you do not use Notion) which includes all prompts shared during the session
✔ My advisory documentation + delegation system so this does not stay trapped in your head
✔ Live Q & A to help you implement this system faster
✔ Full replay access so you can watch it again as you implement
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 consistently — 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.
📍 Where: Live on Zoom
📅 When: November 24th @ 12pm - 2pm EST
💸 Price: $295
🎥 Important Note: Replay included for those that can’t make it live
How this session can pay for itself…
Let me be real for a second.
If you:
use this process with even one of your clients
identify a clear opportunity for more support you can provide to them
raise your rate slightly or add on one advisory package
This training can pay for itself multiple times over. 👏🏼
How you can use this training in your firm:
You use the system to pull insights from your clients reports, send a clear email or Loom video, and the client says yes to a one hour advisory session or a quarterly check in.
You notice ongoing cash flow issues, use the upsell prompt to map out support options, and offer a simple add on package.
You tighten your advisory process and feel confident raising your rates because you know you’re bringing more value.
Document insights over time so trends do not get lost and advisory becomes stronger year after year
Train or delegate advisory prep to your team without fear that they’ll miss important details or misinterpret the data
Create “wow moments” for clients that improve retention, referrals, and your position as a strategic partner
Turn monthly or quarterly client reviews into actual advisory conversations (even if you currently freeze when trying to think of insights)
This is not about chasing a shiny AI toy.
This is about using AI in a targeted, strategic way that helps you:
think clearer
communicate better
make more money from the clients you already have
FAQs
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That’s ok. You don’t need to be advanced. You just need to be interested in advisory and willing to think beyond reports. You’ll see how to use this system whether you’re advisory curious or already offering advisory.
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No. This is not a technical advisory fundamentals workshop. This is about using AI to support the advisory skills you already have or are developing.
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No. You will get the prompts in a Google Doc and also a Notion database template if you want to start organizing them there. You can choose what works best for you.
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Paid is recommended so you can use key features and better control settings, but we will talk through what that looks like and how to protect client data.
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You’ll have ongoing access so you can revisit the training whenever you need a refresher.
Ready to build advisory you can actually repeat, delegate, and get paid for?
You already know your clients need more than reports.
You already see things they don’t see.
Now it’s time to build the system that helps you:
pull those insights faster
communicate them clearly
and turn them into real advisory offers
If you want advisory to be part of your business model long term, this is the work that makes it feel lighter, smarter, and more scalable.
