TREND FUNNEL - AI for Accountants: Run a Practice with Zero Staff
AI for Accountants: Run a Practice with Zero Staff
A niche funnel for accountants ready to automate and license their knowledge.
Funnel Blueprint — What You’ll Get
Lead Magnet: Practice Automation Blueprint
A concise starter guide showing accountants how to streamline admin and client work with AI. Delivered via ConvertKit and stored in your Lead Magnet Vault.
Email Sequence #1 — Nurture Series
Smart emails that highlight how AI reduces costs, eliminates repetitive tasks, and positions accountants as strategic advisors.
Premium eBook + Bonus Toolkit
A step-by-step eBook on running a zero-staff practice, plus templates for workflows, client engagement scripts, and pricing guides.
Email Sequence #2 — eBook → Course Bridge
Follow-up series nurturing eBook buyers into the online course, showing real-world case studies and return on investment.
Online Course + Worksheets
GrooveMember-hosted video lessons teaching automation set-ups and practice management. Includes downloadable worksheets and SOP checklists.
Licensing & Partner Flow
White-label package for accountants who want to resell the funnel, complete with editable content, slides, and rights documentation.
Start with the Free Blueprint
Download the “Practice Automation Blueprint.” You’ll get the guide instantly and we’ll walk you through each step by email.
Where this Funnel Leads
Premium eBook + Bonuses
A full blueprint showing accountants how to automate bookkeeping, client queries, and reporting with AI. Comes with bonus workflow maps and templates.
Online Course
Video walkthroughs for accountants who want to set up AI automations inside their practice. Includes worksheets for tax, compliance, and advisory tasks.
Licensing Options
White-label rights for accounting firms and trainers. Offer this funnel as your own product to attract, educate, and serve small business clients.
© 2025 VG SmallBiz Solutions. All rights reserved.