Claude FULL 1 HOUR Starter Kit for CPAs and CFOs

I offer deeper team training, onboarding and automations for CPAs and Finance Teams.

juan@watermelonsoup.com
OR
https://calendar.app.google/HgYT3xhQHhgFthHA9

TIME STAMPS:
0:00 — 90 day Roadmap
0:36 — Why Claude?
1:37 — Plan Selection
3:00 — The Claude Environment
12:20 — Connectors in Claude (Quickbooks / Google Suite)
17:50 — Your First Automation (Automation #1)
22:10 — Monthly Financial Reporting Workflow (Automation #2)
45:55 — Proposal Workflow (Automation #3)
1:01:00 — Monthly Reporting Output / Review (With Examples)
1:05:20 — What Not To Automate
1:06:00 —90 Roadmap Summary

Видео Claude FULL 1 HOUR Starter Kit for CPAs and CFOs канала Watermelon | AI for Finance & Accounting