Seminar production · Facilitator
Claude at the Desk
Three hours. One bookkeeping or tax team. Their real files, redacted. Eight artifacts. One send under review this week.
Fieldstone Advisory
Montgomery County, Texas · Founding edition · $1,500 · September 2026
AI drafts. Human review. Then send. We are not a CPA firm. We are not a law firm. Circular 230 did not get an AI exception.
How to run the room
House rules stay on the wall
- 01 · No live SSNs, EINs, bank numbers, or full legal names in the model. Redact first.
- 02 · Consumer chatbots stay off live files. Team seats only.
- 03 · A draft is not a return. Circular 230 did not get an AI exception.
- 04 · The red-pen ritual is required before anything leaves the room: facts, cites, numbers, tone, PII, would I sign.
- 05 · Nothing emails itself. The human who signs owns it.
- 06 · Each person names one artifact they will take home live. That is the close of the day.
Sample file
Twelve Oaks GC (de-identified)
General contractor · Conroe, Texas · Twelve in the field
QBO eight months behind. Progress billing and retainage. Jobs never tagged. Owner still prices from last year’s gut. 2025 extension still open.
Do not invent an EIN, a bank, a legal name, or a fee.
Timed agenda
Three hours, including two breaks
0:00 · 15 min
Open the file
Outcomes, house rules, tool check, redaction drill. Each person names the one artifact they will take home live.
Facilitator: Write the eight artifacts on the board. Collect the one-artifact promise before the first demo. Tool check: Team seats open, sample file loaded, no live client on screen.
0:15 · 20 min
What 2026 actually looks like
98% of firms already use AI. Most still paste. Claude Skills vs QBO Assist vs a vertical. Jobs it can draft vs jobs it cannot.
Facilitator: Stay on the five-layer stack. Do not demo a vertical you do not run. If someone wants ChatGPT vs Claude, the answer is the desk and the policy, not the logo.
0:35 · 20 min
The rule that lets you sleep
Circular 230 — no AI exception. 1.700, 7216, WISP. The red-pen ritual: facts, cites, numbers, tone, PII, would I sign.
Facilitator: Leave the red-pen on the wall. Read OPR Alert 2026-19 in one sentence: the practitioner who signs owns it. No war stories that name a client.
0:55 · 10 min
Break
Leave the policy slide up. No live SSNs.
Facilitator: Policy slide stays up. Check that no one photographed a live SSN.
1:05 · 15 min
Live demo
One cold contractor note and one not-a-fit decline, start to approved. Nothing emails itself.
Facilitator: Cold note first, decline second. Narrate the red-pen out loud. Seven minutes, then stop — even if it is ugly.
1:20 · 40 min
Hands-on A — fill the calendar
Exercises 1–4. Eight minutes produce, two minutes pair-redline.
Facilitator: Exercises 1–4. Eight minutes produce, two minutes pair. You walk; you do not type for them.
2:00 · 10 min
Break
Coffee. The sample file stays de-identified.
Facilitator: Sample file stays de-identified. No ‘quick look at my real client.’
2:10 · 40 min
Hands-on B — do the work
Cleanup plan, Friday snapshot, Texas calendar, 1040 organizer.
Facilitator: Exercises 5–8. Same cadence. Snapshot and calendar are the keepers.
2:50 · 10 min
Install
Seven-day plan. One live artifact under review tomorrow. Founding firm: the testimonial ask.
Facilitator: Each person says the artifact, the owner, the send-by date. Founding firm: testimonial in 14 days, four to six sentences, no superlatives required.
Slide outline
Fifteen slides. Not a deck for the client.
01
AI drafts. Human review. Then send.
The whole workshop in eight words.
02
Outcomes for the next 90 days
Eight artifacts today. Two you will send this week under review.
03
98% already use it. Most still paste.
Daily use is solved. A desk and a policy are not.
04
The five-layer stack
Ledgers, QBO AI, AP, close tools, then LLMs. We are here.
05
What Claude is for
Narrative, exception research, cleanup plans, first-look reviews.
06
What Claude is not
Posting to the GL, remembering 15 clients, signing the return.
07
The four-stage desk
Source, screen, onboard, implement.
08
Circular 230 did not get an AI exception
OPR Alert 2026-19. The practitioner who signs owns it.
09
The red-pen ritual
Facts, citations, numbers, tone, PII, would I sign this.
10
Demo: cold note, seven minutes
Prompt → draft → redline → approved.
11
Hands-on A
Outreach, discovery, decline, documents.
12
Hands-on B
Cleanup, snapshot, calendar, organizer.
13
Catch the hallucination
Invented cites and invented dates are a known failure mode.
14
The 7-day install
Team seats, 7216 clause, two Skills, one live send.
15
Close
One artifact, one owner, one send-by date.
Red-pen ritual
Read this out loud on the demo
- 1FactsIs every name, date, and job in the source — or marked [TO CONFIRM]?
- 2CitesDid it invent a Code section, Pub., or court? If you cannot find it, it goes.
- 3NumbersDo dollars, months, and due dates match the file? Sample figures stay marked.
- 4ToneWould this firm send it? Short sentences. No hype. No apology for having a calendar.
- 5PIIAny identifier the model should not have seen? Redact. Do not paste it back.
- 6SignWould I sign this? If not, it does not leave.
Eight artifacts
Cold outreach · Discovery outline · Decline · Document request · QBO cleanup sequence · Friday snapshot · Texas calendar · 1040 organizer email
Exercise keys
What good looks like
01 · source-contractor
Cold outreach
90–140 words to a 12-crew GC whose QBO is eight months behind. Offer 30 minutes. Name job cost, draws, retainage.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
02 · screen-discovery
Discovery script
30-minute outline. Two closes: quote a defined project, or decline cleanly.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
03 · screen-decline
Not-a-fit decline
~80 words. Direct. Name the mismatch. No apology for having a calendar.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
04 · onboard-docs
Document request + engagement
Punch list grouped now / this week / as-available. Fees as [BLANK].
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
05 · onboard-qbo
QBO cleanup plan
Numbered sequence for eight dark months. Unknowns flagged. No invented fee.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
06 · implement-snapshot
Friday job-cost snapshot
One page. Cash, AR, unbilled draws, retainage, job margin. Sample figures marked.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
07 · implement-calendar
Texas filing calendar
Next 12 months, only what applies. Firm-owned vs client-owned.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
08 · implement-1040
1040 organizer email
Extension still open. Wall 15 Oct 2026. Drop-dead that leaves review time.
Pass: specific to Twelve Oaks, no invented fee or cite, [TO CONFIRM] where the file is silent, short sentences, would you send it.
Close
Seven-day install
- Day 0Seats provisioned. Voice block (P01) saved as a Project instruction. 7216 consent names the vendor.
- Day 1Two Skills: outreach and document request. One redacted sample file in the Project.
- Day 2WISP clause and engagement insert in the firm’s own words. Not ours copied.
- Day 3First live artifact under review. Not sent. Red-pen on paper or in the doc.
- Day 5Second artifact. Pair-redline. Catch one invented cite on purpose.
- Day 7One approved send. Owner named. Send-by date on the calendar.
Founding testimonial
Within 14 days of the founding room, four to six sentences: What we walked in doing. What we can send now. What we will not let the model do. Whether we would run the room again. No superlatives required. A name and a city are enough. Recording of the room is included for the founding firm only, for their internal use.