AI STRATEGY VAULT
The On-Demand AI Training Built for Accounting Firms. Pick the Session Your Firm Needs Most.
Individual masterclasses covering month-end automation, Claude, ChatGPT, year-end processes, and capacity systems. Each one built inside real accounting firms. Each one available the moment you're ready to act.
Foundation
Automation
Scale
Join 100+ accounting firms already building with AI instead of hiring around it.
Choose the session your firm needs right now
Each masterclass is a standalone, on-demand recording you can watch immediately. No waiting for a cohort. No prerequisite. Start with the topic that is costing your firm the most time this month.
New sessions are added regularly as new workflows get built and tested inside real firms.
Not sure where to start? Start with the session tied to the process costing you the most hours right now. Every session is immediately applicable. None of them require the others first.
This vault is for
accounting firm owners and senior accountants who:
Are working more than 50 hours a week and can see no path to less
Have tried AI once or twice and felt like they were missing something
Know busy season is coming and want a different result this time
Need training that works in accounting, not content repurposed from a tech blog
This is not for accountants who want a certification to put on LinkedIn. This is for accountants who want to run a different kind of firm.
One session from a private AI consultant costs $350 or more per hour.
Each session in the AI Strategy Vault runs 60 to 90 minutes of focused, accounting-specific implementation content. Most are priced at $147.
If your firm reduces month-end by 6 hours per month, that's 72 hours per year. At $150/hour billing rate, that's $10,800 in recovered capacity in year one. From one workflow.
One session pays for itself before the next month-end closes.
Real Systems. Real Results.
What Past Attendees Say
Definitely expanded my view on AI, as well as using it more effectively, efficiently, and using it as it was designed by each platform.
Joe R,
J&L Collectibles and Antiques
I had been to many AI trainings. This one actually gave me skills to use within my firm.
Martha Y
Fiscal Therapies
The entire training experience provided the real-world bridge necessary to turn abstract AI concepts into immediate, practical professional solutions.
Ashley R
VA
See How My Podcast Changed Everything
From Zero to Seven Figures in Six Years… Without Social Media
After 9 years of struggling to grow my online business, I had a prophetic dream: “Start a podcast.” I questioned the Lord’s leading, but stepped out in faith—and He showed up in ways I never imagined. Now, I want to invite you to a powerful 5-day workshop where I’ll guide you through how to optimize your podcast, build a core offer that aligns with your calling, make consistent sales without relying on social media, and most importantly, glorify God through your work. There truly is a better, simpler, and more faithful way to grow your business—and it starts right here.
Why Accounting Firms Trust Jan to Lead AI Implementation
Jan Haugo spent 20 years in accounting operations. Not consulting. Actual operations — managing teams, running month-end, surviving busy seasons, and making hiring decisions that never quite solved the capacity problem.
She was not a tech enthusiast who learned accounting vocabulary. She was an accountant who built AI systems because the alternative was unsustainable.
She has since implemented AI infrastructure across 50+ accounting firms, co-developed Intuit's official AI Certification curriculum, and been recognized as one of the Top 25 Most Powerful Women in Accounting by CPA Practice Advisor.
When she teaches, she teaches from inside the firm. Not above it.
FAQ
How long do I have access?
Long-term access. Every session you purchase is yours to return to. Watch once, rewatch when your team grows, revisit when a new hire needs the foundation. There is no expiration date on your current purchase.
Is this the same as attending the live masterclasses?
These are the recorded versions of Jan's live sessions, including the live demos, the Q&A captures, and the full builds. You get everything that happened in the room.
How long is each session?
Sessions range from 60 to 90 minutes. Each one is standalone. You can start with the topic that's most urgent for your firm right now.
What do I need before I start?
Access to at least one AI platform (ChatGPT, Claude, or both). No technical background required. If you're newer to AI, start with the Pre-Bootcamp AI Foundations session first.
What if I want more than on-demand content?
There are a few paths depending on where your firm is. Firms ready for live, cohort-based implementation can move into the Bootcamp Build Lab or the SMAI Operator Sprint. If you need something built specifically for your firm's workflows, Jan also takes on custom build engagements where she architects and installs AI systems directly inside your operation. To find out if a custom build is the right fit, reach out directly.
The firms that are ahead of you in AI adoption are not smarter.
They just started sooner.
Every month-end you run manually is a month of data on what it costs to not have this.
5 power-packed days of podcast training to help you grow and monetize—just one hour a day (Worth $1,200)
Fill-in-the-blank workbooks to take action fast and stay on track (Worth $97)
Exclusive surprise bonuses you’ll have to see to believe (Too good to put a price on!)
Limited-time deal: $1,497 value for just $17.
Important Note: Enrollment is limited so we can fully support each student.
Be sure to register while the bootcamp is still open to the public—spots are filling fast!
Immediate access. Long-term library. Built for accounting firms.
