Month-end eats your week
Cleanup, review, and explaining the numbers can stretch work that is already demanding.
Accounting with TyFree · On demand · About 30 min
Watch an accountant build an AI toolwithout writing code.
Turn a QuickBooks P&L export into a client-friendly summary app in about 30 minutes. The prompts, the guardrails and the review, step by step.
Expertise Is the New Code.
Ty Green, MBA · 25+ yrs accounting & finance · 18+ yrs teaching
What you'll build
A client-ready P&L summary (sample data, fictional company)
- ~30
- Minutes
- 24/7
- On demand
- $0
- Free
What you’ll walk away with
Your accounting expertise + AI skills
Useful AI skills for real accounting work.
- A plain-English client summary from any P&L export
- The 7-part prompt blueprint so AI stops giving vague answers
- Guardrails that keep AI safe for client work: no file changes and no advice
- A way to look more valuable to clients without adding more hours
Who's teaching this
Tymone 'Ty' Green, MBA
25+ years in corporate accounting & finance18+ years teaching accounting, bookkeeping & QuickBooksFormer Interim Director of AccountingBusiness Analytics instructorIntuit ProAdvisor GoldMBA, Information Systems · BBA, Accounting
Has led annual audits, month-end closes and financial reporting — and teaches the same work to bookkeepers.
I spent my career in corporate accounting while teaching bookkeeping on the side. I started building small tools with AI with no coding background — and now I teach accountants to do the same, with their judgment in charge.
Dallas, Georgia
What my students say
Real students from my Professional Bookkeeper Course, in their own words.
Sound familiar?
Clients don’t read the reports you send
A standard report can be accurate and still leave a client unsure what the numbers mean.
Everyone says AI will replace bookkeepers
You need a practical way to use it responsibly while your accounting judgment stays in control.
What you’ll see
Here’s exactly what I show you.
Follow the complete QuickBooks P&L example from the first prompt to a tested, client-friendly summary.
AI for Accounting & Tax Professionals — No Coding Needed
Step 1 of 6
Blueprint prompt
Start in ChatGPT with a detailed prompt for a read-only app that summarizes a QuickBooks Online P&L export.
Step 2 of 6
Guardrails
Add the rules: don't modify the file, don't connect to QuickBooks, no advice or recommendations.
Step 3 of 6
Required output
Define exactly what the app returns: key totals, neutral review notes, and a plain-language client summary.
Step 4 of 6
Generate the code
ChatGPT turns the blueprint into working code.
Step 5 of 6
Build in Canva AI Code
Move the code into Canva AI Code and build the app.
Step 6 of 6
Test and refine
Test it with a real export and refine the design, including a Version 2.
Who this is for
- Solo bookkeepers
- Small accounting firms
- Tax preparers who use QuickBooks
- Professionals who want to use AI responsibly
Who this is not for
- People looking for get-rich-quick promises
- Developers looking for a coding course
One free guide · the full toolkit in the Pack
Start with one working guide. Get the full toolkit in the Pack.
Watch the free training and unlock your free guide at minute 10 — the QBO P&L Summary Blueprint from the main page, or the guide that brought you here. All 4 guides are included in the Blueprint Pack, $19 for 48 hours after you sign up (normally $27). Finish the training to get your certificate.
Certificate of completion only. Not accredited and does not provide CPE credit.
Default free download
The QBO P&L Summary Blueprint
One copy-ready prompt for turning a QuickBooks P&L export into a plain-English client summary.FAQ
Is it really free?+
Yes. Enter your first name and email to open the training immediately. No payment card is required. Your email includes your training access link. Your free guide — the QBO P&L Summary Blueprint by default, or the guide named on the page you registered from — unlocks at minute 10 of the training.
Is there anything else free?+
Finish the training to get your certificate. The Blueprint Pack is $19 (normally $27) for 48 hours after you sign up. Certificate of completion only. Not accredited and does not provide CPE credit.
How long is it?+
The recording is 29 minutes and 39 seconds. You can pause, return using your access link, and resume where you left off. Playback speeds are 1×, 1.25×, and 1.5×.
Do I need to know how to code?+
No. Ty shows how to describe the app’s inputs, output, and boundaries in plain English, use ChatGPT to generate the code, and build the app in Canva AI Code. You do not need to write the code yourself.
Is this live?+
No. It is a prerecorded, on-demand training, not a scheduled session. You can press play immediately after registering or return later through the access link in your email.
What will I actually see?+
Ty walks through a QuickBooks Online P&L summary app: write the blueprint, set the rules, generate the code, build in Canva AI Code, then test and refine. The app reads an exported report and presents key totals, neutral review notes, and a plain-language summary. It does not connect to QuickBooks, change the source file, or give advice. The finished-result preview uses fictional sample data.
Do I have to upload client data to AI?+
No. Registration asks only for your first name and email; watching does not require a report upload or a QuickBooks connection. If you try the method yourself, use fictional sample data while learning. Read-only rules prevent file changes; they do not make uploading confidential client data safe.
Is this a sales pitch?+
The free training shows the build from blueprint through testing; you do not have to buy anything to watch or get your certificate. Certificate of completion only. Not accredited and does not provide CPE credit. The optional Blueprint Pack includes all 4 starter guides and adds prewritten prompts, finished blueprints for more reports, and review materials. It costs $27 one time, or $19 during the 48-hour offer that starts when you sign up.
Watch the free trainingnow.
See the prompts, guardrails, and complete QuickBooks P&L example step by step.