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.

I'M ALL IN! RESERVE MY FREE SEAT!

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.

I'M ALL IN! RESERVE MY FREE SEAT!

JOHN PETERSON
Your Host, Founder & Managing Director
 Best Practice Group

 

YOUR EXPERT GUEST SPEAKERS

ROBERT COOREY
Director
Nagaris

NICK BRADLEY
Director
Professional Business
Solutions Accountants

CHOOSE YOUR MASTERCLASS DATE

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

OPTION 1

3rd September

 

â—´

10:00 AM – 11:30 AM AEST

 ►

Online via Zoom

OPTION 2

17th September

 

â—´

1:00 PM – 2:30 PM AEST

 ►

Online via Zoom

OPTION 3

22nd September

 

â—´

1:00 PM – 2:30 PM AEST

 ►

Online via Zoom

CHOOSE YOUR MASTERCLASS DATE

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

OPTION 1

3rd September

 

â—´

10:00 AM – 11:30 AM AEST

 ►

Online via Zoom

OPTION 2

17th September

 

â—´

1:00 PM – 2:30 PM AEST

 ►

Online via Zoom

OPTION 3

22nd September

 

â—´

1:00 PM – 2:30 PM AEST

 ►

Online via Zoom

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.

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

FROM CHAOS TO A MORE SCALABLE PRACTICE
OPERATING SYSTEM

 

The AI-Enabled Quality Assurance Program is designed to help firms move from:

From To
Busy but inefficient Productive and focused
Rework and repeated mistakes Better first-time quality
Owner-dependent decisions Team accountability and clearer standards
Verbal instructions Documented systems and workflows
Customised, inconsistent service delivery Productised, repeatable core services
Patchy workpaper quality More consistent, AI-supported workpapers
AI curiosity or confusion Practical AI adoption across daily workflow
Team frustration Improved morale through clarity and structure
Reactive quality control Proactive quality assurance rhythm
Operational chaos A more scalable practice operating system

WHO SHOULD ATTEND

This masterclass is designed for accounting firm leaders and team members who want better productivity, stronger systems, clearer accountability, and more practical AI adoption.

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

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.

I'M ALL IN! RESERVE MY FREE SEAT!

WHO SHOULD ATTEND

This masterclass is designed for accounting firm leaders and team members who want better productivity, stronger systems, clearer accountability, and more practical AI adoption.

  • 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.

I'M ALL IN! RESERVE MY FREE SEAT!

FEATURING THREE PRACTICAL PERSPECTIVES

John Peterson 

John will explain why quality assurance is now a practice management issue, not just a technical review issue. 

He will show why many firms are busy but not productive, why owners become the final safety net for too much work, and why poor systems keep firms trapped in rework, delays, and operational firefighting. 

John will connect AI-Enabled Quality Assurance to the bigger business mastery challenge: 

  • Reducing owner dependency 
  • Building a more scalable practice operating system 
  • Improving team accountability 
  • Moving from reactive quality control to proactive quality assurance 
  • Freeing owners from being the human bottleneck in every important job 

 

 

Robert Coorey

Robert Coorey returns as special guest panellist to reveal how Nagaris CRM for Accountants is revolutionising quality assurance. 

Rob will share how purpose-built CRM and workflow technology can help accounting firms improve visibility, consistency and control across client work. 

He will discuss how firms can use better systems to support: 

  • Workflow visibility 
  • Client file tracking 
  • Quality assurance checkpoints 
  • Team accountability 
  • Service consistency 
  • Follow-up discipline 
  • Better management of client interactions and internal responsibilities 

The message is simple: if quality assurance is going to work, it cannot live in someone’s head or in scattered spreadsheets. It needs to be supported by the firm’s operating system.

Nick Bradley

Nick Bradley also returns to share his real-world experience building more than 60 Custom Agents for his own accounting firm. 

Nick will explain why AI adoption quickly creates a new problem: quality assurance. 

Once firms start using AI across workflows, prompts, workpapers, documentation, client communication, and internal processes, the question becomes: 

How do we make sure the output is accurate, consistent, reviewed, and safe to rely on? 

Nick will explain why quality assurance is the next big problem firms face with AI integration, and why firms need practical standards around: 

  • Where AI should be used 
  • How AI output should be reviewed 
  • How prompts and agents should be governed 
  • How staff should be trained 
  • How errors should be caught 
  • How firms can use AI productively without creating uncontrolled risk 

This is not theoretical. Nick has been building and using AI agents inside a real firm environment, which makes his perspective especially valuable. 

ABOUT THE AI-ENABLED QUALITY
ASSURANCE PROGRAM


During the masterclass, we will also show you how the AI-Enabled Quality Assurance Program helps accounting firm owners and their teams increase productivity, improve first-time quality, systemise core workflows, productise repeatable services and integrate AI into daily workflow. 

The program is designed to help firms build a practical QA operating system using tools such as:

  • QA workflow templates

  • Review checklists

  • Job completion checklists

  • Team accountability matrices

  • QA meeting agendas

  • Error and rework tracking

  • Client file review checklists

  • Escalation process templates

  • AI-supported workflow improvement tools

The goal is simple:

Better productivity. Better systems. Better team accountability. Better AI adoption. Less owner dependency. 

REGISTER NOW

 

If your firm is busy but inefficient, relying too heavily on the owner, dealing with too much rework, struggling with inconsistent workpapers or unsure how to integrate AI properly, this masterclass will help you see the problem clearly.

And once you can see the problem clearly, you can start fixing the system.

I'M ALL IN! RESERVE MY FREE SEAT!

REGISTER NOW

 

If your firm is busy but inefficient, relying too heavily on the owner, dealing with too much rework, struggling with inconsistent workpapers or unsure how to integrate AI properly, this masterclass will help you see the problem clearly.

And once you can see the problem clearly, you can start fixing the system.

I'M ALL IN! RESERVE MY FREE SEAT!