Industries · Accounting Firms

AI Training for Accounting Firms

Better People delivers AI training for Australian accounting and advisory firms, covering reconciliation support, client communication, reporting and research, with client-data handling taught throughout rather than as a bolt-on module. The standard format is a half day per level, onsite or live online, priced per cohort from $5,000.

Onsite or live online·Copilot, Gemini, ChatGPT or Claude·From $5,000 + GST per cohort

Our team has trained:

WestpacCommBankTelstraDisneySportsbet
NSW HealthSafetyCultureSpark NZSony

Why does generic AI training not transfer to an accounting firm?

Accountants have adopted AI faster than most professions and trained on it slower than most. The usual result is a firm full of self-taught habits, all slightly different, with no consistent standard for what good use looks like.

Accountants report two concerns about AI above all others, and they are the two a generic course is least equipped to answer. The first is accuracy, because an answer that is confidently wrong is worse than no answer in work that gets signed. The second is confidentiality, because client information is the material the job is made of, and it is easy to paste into the wrong window without meaning to.

Accounting has also adopted these tools faster than most professions and trained on them slower than most. That combination produces a firm full of private habits, all slightly different, with no shared standard for what good use looks like and no way for a partner to see which is which.

Where this shows up in the room

01

Month-end close support and reconciliation review

02

Drafting client communication and reporting summaries

03

Working papers and file documentation

04

Using AI safely on client financial data

05

Fitting training around busy season rather than competing with it

How a session runs

These are not slideshow sessions. Participants bring laptops and use them for most of the time they are in the room, or on the call. They write their own prompts, run them, compare what different people got from the same starting point, and rework them.

Demonstrations run live on your own material, using fictionalised client data: your reporting formats, your client correspondence, your working paper conventions. That includes showing where the tool gets a number or a treatment wrong, because seeing a confident error is what builds the habit of checking.

What changes after the training

The outcome we design for is confidence. Not enthusiasm, and not tool trivia, but a team comfortable using AI on client work and clear about where the line sits.

  • ✓

    Staff check what comes back instead of accepting it, because they understand how it was produced

  • ✓

    Prompting becomes repeatable rather than a knack a few people have

  • ✓

    Everyone knows what may and may not go into a tool, so the cautious stop avoiding it and the confident stop improvising

  • ✓

    The firm works to one standard instead of a dozen private habits

  • ✓

    Partners can supervise AI use rather than find out about it later

How it is delivered

Custom Programs (from $5,000) for a curriculum built around your practice management workflow, or Training and Workshops (from $5,000) for Claude, Copilot, ChatGPT or Gemini fluency sessions. Half-day formats are built to fit around busy season, not compete with it.

Workshop

From $5,000 + GST

Best for
One team, one tool, a defined gap
Shape
Half day per level
Lead time
Usually a few weeks
You keep
Materials and recording on request
More about the workshop →

Custom program

From $5,000 + GST

Best for
A rollout across roles or sites
Shape
Designed around your workflows
Lead time
Four to eight weeks
You keep
All curriculum, materials and assessments
More about the custom program →

Both formats are priced per cohort, not per seat. Prices are AUD, excluding GST. Travel is billed at cost.

Built by practitioners

The people running your session have been AWS instructors and Canva learning designers, and have delivered this training inside enterprise teams at Westpac, CommBank and Telstra. We have not yet published an accounting firm case study, and we will say so rather than borrow one from another sector.

Garret Blankenship

Who delivers this training

Garret Blankenship, Co-founder

Co-founder of Better People. 15+ years building AI and cloud systems at AWS and Canva. Develops training courses for Databricks and holds four Databricks certifications.

LinkedIn →

Common questions

Do you cover how to handle client data safely?

Yes, and it is built into every session rather than added as a separate module. People practise on fictionalised client material while learning the judgment about what belongs in a prompt, so the habit forms alongside the skill instead of being taught as a compliance afterthought.

Can this run before or during busy season without eating a full day?

Yes. The standard format is a half day per level, which most firms run either side of peak. Sessions can be split further or delivered live online across offices if taking a whole team out of the building at once is not realistic.

How much does AI training for an accounting firm cost?

Workshops and custom programs both start at $5,000, priced per cohort rather than per seat. The same fee covers fifteen people or a hundred and fifty, so a whole-of-firm rollout does not scale in price the way per-seat online courses do.

Which AI tools do you train on?

Microsoft Copilot, Google Gemini, ChatGPT or Claude, whichever your firm has licensed. We teach on the deployed tool so nobody has to translate a generic lesson into the software actually sitting on their desktop.

Is this useful for staff who already use AI daily?

Usually yes, because self-taught use is where inconsistent habits come from. Firms that have adopted quickly tend to need a shared standard more than an introduction, so we pitch the level to where the team actually is, established during discovery.

Does this count towards CPD?

No. Our sessions do not currently carry CPD accreditation, and we would rather say so plainly than leave it vague. Firms book this as practical capability training rather than as a way to accrue hours, and some claim it against their own CPD arrangements, which is a decision for your firm to make.

Last updated: September 2026

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