AI implementation for accounting firms, explained.
AI implementation for an accounting firm means setting up Claude across the firm on your own accounts, building skills for the work your team repeats, building apps and dashboards where no tool exists, and training your staff on their own files. Mike Libbey does this for accounting firms in Canada, using what YBL built inside its own firm first.
By Mike Libbey, CEO of YBL
What's included
- Claude set up for the whole firm, with your accounts, permissions and firm context.
- Skills for jobs that repeat, like year-end letters, review notes, engagement letters and client emails.
- Custom apps and dashboards for work no off-the-shelf tool covers.
- Hands-on training for partners through first-years, on your own work.
- A named owner inside your firm, and a one-page report every month.
How it works, step by step
- A 20 minute call about what's eating your team's week.
- A straight answer on whether Claude fits that work.
- Setup and training at a fixed price, or a paid discovery and prototype for custom builds.
- The build, on your own files, with one person in your firm owning it.
- A monthly report showing what it handled and the time it saved.
What does it cost?
We price against what the work costs you today, not by the hour. Setups and training have fixed prices in CAD. Custom builds are quoted after discovery, and the discovery is credited to the build if you go ahead.
How long does it take?
It depends on scope. Setup and training are the fastest part. For custom builds you see a working prototype on your own work before you commit to the full thing.
Who it's for
Accounting and bookkeeping firms of 1 to 50 people. You don't need to be on any one platform. We work with the tools you already run, from Karbon, QuickBooks Online and Xero to Dext, Google Workspace and Microsoft 365.
Why us
Mike Libbey is CEO of YBL, a 30+ person fully cloud-based accounting firm named a Top 50 Modern Accounting Firm. YBL runs on 40+ internal tools and apps and 200+ Claude skills built inside the firm. We're not selling a theory. We're setting up what already works in ours.
Common questions
Is our client data safe?
We set up Claude and your firm's tools on your own accounts with your permissions. Nothing leaves your control, and we walk you through exactly where it goes before anything is set up.
Do we need to be on Karbon?
No. We work with the tools you already use. YBL has run on Karbon for 9 years, so we know it well.