AI and the Quality Control Crisis in Accounting Firms
FREE MASTERCLASS

The next big challenge for accountants and advisers in 2026 and beyond


A free 90-minute masterclass for accounting firm owners, partners, managers and advisers who want better productivity, better systems, better team accountability and more practical AI adoption.

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AI for Accountants & Advisers in 2026
FREE MASTERCLASS


Turn Junior Staff into Senior-Level Output with an AI‑Enabled QA System (Implemented in 30 Days)


Is your accounting practice keeping pace with the unprecedented changes reshaping our profession? AI automation, digital transformation, the race to advisory, the war for talent, and succession planning urgency: all five forces are accelerating simultaneously.

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CHOOSE YOUR MASTERCLASS DATE

Free live online masterclass | For Accounting firm owners, partners, managers, senior accountants and advisers

OPTION 1

3rd September

 

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10:00 AM – 11:30 AM AEST

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Online via Zoom

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OPTION 2

17th September

 

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1:00 PM – 2:30 PM AEST

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Online via Zoom

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OPTION 3

22nd September

 

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1:00 PM – 2:30 PM AEST

 ►

Online via Zoom

SELECT THIS DATE

AI is changing how accounting work is prepared, reviewed, documented, and delivered.


But if your firm already has poor productivity, excessive rework, inconsistent workpapers, unclear accountability or too much owner dependency, AI will not magically fix those problems.

It may simply expose them.

Join John Peterson, with special guest panellists Robert Coorey and Nick Bradley, for this free 90-minute masterclass and discover why quality assurance is becoming one of the most important operational challenges for accounting firms in 2026 and beyond.

You will learn how firms can start building better systems, better review standards, better team accountability, better AI adoption, and a more scalable practice operating rhythm.

 


WHAT YOU WILL DISCOVER

In this free 90-minute masterclass, you will discover:

  • Why AI Is Creating a New Quality Control Challenge: AI changes how work is created, checked, documented and reviewed. That means firms need clearer standards, stronger review processes and better governance.
  • Why Busy Firms Are Often Not Productive Firms: Many firms are working hard but losing capacity through rework, review bottlenecks, unclear instructions, poor handovers and inconsistent job completion standards.
  • The Hidden Profit Leak of Rework: Repeated review points, poor file completion and recurring mistakes quietly drain margin, morale and management time.
  • Why Owner-Dependent Quality Control Is Not Scalable: If the owner or senior manager is the final safety net for too many jobs, the firm has a bottleneck, not a system.
  • How Nagaris CRM for Accountants Is Changing QA: Robert Coorey will show how CRM, workflow visibility and better client management systems can support more consistent quality assurance inside accounting firms.
  • Why Custom AI Agents Create a QA Challenge: Nick Bradley will explain why building and using AI agents across a firm makes quality assurance more important, not less important.
  • How Better QA Improves Team Accountability: Clear standards, documented workflows and better meeting rhythms help the team understand who owns what, what “done” means and how quality is measured.
  • Why Workpaper Quality Is a Major Productivity Lever: Better workpapers reduce review time, improve documentation and make it easier for staff, reviewers and AI tools to work together. 
  • How AI Can Support Daily Workflow Without Creating Chaos: You will see where AI can practically support workpapers, documentation, communication, review preparation and internal efficiency, without treating it like a magic wand.
  • The Shift from Reactive Quality Control to Proactive Quality Assurance: Quality should not be inspected at the end. It should be built into the way work flows through the firm every day.
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The question isn't whether change is coming. It's whether your practice will lead it or be left behind. 


Join John Peterson, Nick Bradley and Robert Coorey for an interactive two-hour masterclass that will show you exactly how to navigate these challenges, not alone, but together with your entire team.

 

WHAT YOU'LL DISCOVER

  • The Five Forces Reshaping Accounting: Understand the specific challenges disrupting traditional practice models and how to turn them into competitive advantages
  • The Three Critical Mistakes: Keeping even technically brilliant accountants stuck in the time-for-money trap
  • Real Transformation Stories: Case studies of practices that increased revenue by 40-89%, reduced hours by 30-50%, and increased valuations by 2-3x
  • Inside the 6-Week QA Program: Complete overview of the AI-Enabled Quality Assurance Program structure, content, and outcomes
  • The Team Transformation Advantage: Why practices bringing their entire team see 3-5x better results (with concrete examples)
  • Your Personalised 90-Day Roadmap: Interactive planning exercise where you'll identify your #1 bottleneck and create your priority action plan
  • Complete Program Details: Everything included, bonus package worth over $8,000, pricing, and how to enrol if it's right for you
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WHO SHOULD ATTEND

This masterclass is for: 

  • Accounting firm owners 
  • Partners and directors 
  • Practice managers 
  • Senior accountants 
  • Client managers 
  • Advisory leaders 
  • Team leaders responsible for workflow, review quality or delivery standards 

It is especially relevant for firms with teams of 1 to 50 people who want to improve productivity, reduce owner dependency, lift team accountability and build a more consistent operating model. 

01

Sole Practitioner Accountants

(1-10 employees, $300K-$2M revenue) feeling trapped in compliance work, overwhelmed by hours, and concerned about AI disruption and succession planning 

02

Multi-Partner Accounting Firms

(2-5 partners, 10-40 employees, $1M-$5M revenue) experiencing growth plateau, succession anxiety, cultural fragmentation, and talent retention challenges 

MASTERCLASS AGENDA

 

  • Why most accounting practices are falling behind
  • What’s possible when you get it right (real case studies and results)
  • The 6-week QA Program (week-by-week breakdown with transformation outcomes)
  • Your Roadmap: Interactive 90-day planning exercise live
  • Complete program details, bonuses, pricing, and enrolment information
  • Live Q&A – Get your specific questions answered

SPEAKERS

Robert Coorey is a business leader and marketing expert with a proven history of scaling businesses. As the owner of Proactive Business Services, he combines entrepreneurial drive with financial expertise to support Australian businesses. Rob is an associate member of CPA Australia.

Expertise: He specialises in business advisory, financial management, tax planning, and technology integration. His background in marketing, technology, and sales enables him to deliver innovative, practical solutions for high-growth companies.​

Experience & Education: Robert holds a Bachelor of Computer Science (scholarship recipient) and an MBA. He co-founded Archistar, a multi-million-dollar software company, and founded Nagaris, an Accounting CRM platform. Additionally, he authored Feed a Starving Crowd and The Subscription Playbook. His entrepreneurial experience complements his CPA membership and dedication to accounting excellence.

Nick Bradley is a highly skilled accounting professional specialising in business services and taxation for small to medium-sized enterprises. With 8 years as a sole practitioner and practice owner, Nick brings real-world insights into what it takes to build and systemise a successful accounting practice.

Expertise: His areas of expertise include primary production, compliance, cash flow budgeting, and tax planning – the very services that form the foundation of most accounting practices. Nick specialises in simplifying complex accounting matters for clients while implementing systems that allow practices to scale efficiently.

Experience & Education: Nick holds a Bachelor of Accounting, CPA (since March 2003), and Associate of the Tax Institute (ATI). Nick's combination of technical expertise and practical business ownership experience makes him uniquely qualified to share strategies that work in real-world practice environments, not just in theory.

This is not a passive webinar. You'll participate in polls, breakout discussions, and planning exercises. Come prepared to engage, learn, and potentially transform your practice's future. 


Investment: FREE (Valued at $497) 

Duration: 2 hours 

Format: Live, interactive Zoom webinar with breakout rooms 

I'M ALL IN! I WANT TO REGISTER!

This is not a passive webinar.
You'll participate in polls, breakout discussions, and planning exercises. Come prepared to engage, learn, and potentially transform your practice's future. 


Investment: FREE (Valued at $497) 

Duration: 2 hours 

Format: Live, interactive Zoom webinar with breakout rooms 

I'M ALL IN! I WANT TO REGISTER!

QUICK DETAILS