The AI-Ready Practice Program
Create your own AI agents inside your practice with Claude, at your own pace.
All 9 modules unlocked on day one, plus two 1:1 sessions with Neha.
What this is
A 9-module implementation program from Neha Nayyar, practising CPA and BAS Agent. Every module is a short lesson plus a build you do on your own practice files. Not a tech course. Real practice, real implementation.
The 9 modules (all open from day one)
- AI Audit + Claude Setup
- Email Agent: Claude writes every reply
- End-of-Month Close with AI
- Post-Meeting Autopilot: one prompt, four outputs
- BAS & Compliance Review
- Advisory: numbers to client insights
- Business Development: win more clients
- Social Media & Content Engine
- Staff, SOPs & Graduation
What's included
- Instant access to all 9 modules: lessons, prompt libraries, Xero report templates and setup guides
- 2 x 30-minute 1:1 sessions with Neha: after Module 4 (review your setup and fix what's stuck) and after Module 9 (map your next 90 days)
- Pre-built library of 20+ tested prompts from Neha's own practice
- Workpaper skills for BAS review, month-end close and data-quality checks
- Client-facing AI Data Handling Policy
- Private members-only community
- FPA AI-Enabled Practice Certificate on completion
What you need: Claude Desktop, Gmail or Outlook, Xero, Asana
Investment: $1,997 in full, or 2 x $1,049. Start today.