Free 45-minute live training for accounting firm owners in North Carolina. Chris Deitrick walks through the AI Opportunity Audit he ran on his own firm, and shows you where AI actually pays off in a firm like yours.
Tuesday 22 September · 12:30 PM ET · Live, 45 min Limited seats45 minutes. Live with Chris Deitrick.
You don't need to keep up with AI. You need a plan that does.
Map every part of your business. Score each opportunity by impact and effort. Know exactly where to start.
Pick the biggest win. Get it working end-to-end in the firm. Nothing left half-built.
Roll the next opportunity in. Then the next. AI becomes how the firm runs, not another project on the pile.
You've heard for months that AI is going to change everything. Some of your team have played with ChatGPT. You've read articles, watched demos, maybe even bought a tool or two.
But nothing has really landed in the business yet. And every time you sit down to figure out what to do about it, you hit the same four questions:
You're not the problem. Nobody has shown you a way through those four questions that actually fits how your firm runs.
Delays lead to falling further behind. Waiting feels safe. It isn't.
You don't need to move fast.
You just need to start.
Chris Deitrick
Partner, Navarac
Navarac helps professional firms grow with technology, including AI they can actually trust with client data.
Owners and partners at North Carolina accounting firms with 10 or more staff. You know AI needs to be part of the plan somewhere, and you'd rather have a plan than another tool. Adjacent professional firms (law, insurance, real estate) that fit the same profile are welcome too, though the examples lean accounting.
Solos, one or two-person shops, and anyone looking for generic "AI tips" to copy-paste. Skip this too if you already have a full-time AI project running in-house. This works best when you have a team to roll AI out across and real work to point it at.
Our school has relied on Navarac for IT for many years, and we highly recommend their services. We're especially grateful for the team's exceptional ability to help us troubleshoot complex issues and fix our mistakes with patience and expertise.
No. It's a working session. Chris walks through the exact audit he ran on his own firm, and you leave with a roadmap you can apply yourself whether or not you ever speak to us again. There is an offer at the end (the AI Opportunity Audit, $500, no fee if we don't find anything worth doing), but the training stands on its own.
Most firms try tools before they've mapped where AI would actually pay off. This shows you the mapping first, so the tool decisions get much easier and the wins actually land.
It's the paid service Chris mentions at the end of the training: a two-session engagement where he audits your firm the way he audited his own, ranks every opportunity, and hands you a plan. It's $500, and if he doesn't find anything worth doing, you don't pay. You don't have to sign up for it, and the training itself is free.
Not at all. Chris keeps it plain. If you run a business and can read a spreadsheet, you'll be fine.
45 minutes, including time for questions.
Live is best — you can ask questions and get more out of the interactive parts. Register even if you can't make it and I'll send you the recording.
Owners and partners at North Carolina accounting firms with ten or more staff, plus adjacent professional firms (law, insurance, real estate) that fit the same profile. If you're running a team and know AI has to be part of the plan somewhere, this is built for you.
Because "busy" is exactly the problem. 45 minutes now to see where AI can take actual work off your team's plate.
Yes. If anything it's more relevant. You'll see whether what's already running is actually earning its keep, or whether you're leaving the bigger wins on the table.
A while back I got sick of writing about AI while my own firm still ran the way it always had. So I stopped reading and I ran an audit on myself.
I mapped every part of Navarac: billing, reporting, month-end, admin, client management. Scored each one by impact and effort. Then I picked the biggest win and actually built it.
Billing that used to take days now takes minutes. Two admin roles freed up. Reporting stopped eating weekends. Personalised client portal running quietly in the background. That was my AI Opportunity Audit. On this webinar I'll show you exactly how I did it, so you can either run the same audit on your own firm or decide it's worth having someone do it with you.
Fill out the form and I'll send the calendar invite and a text reminder on the day.
