A 60-Minute Peer Roundtable for Solo Practitioners & Aspiring Consultants

As a fractional, interim, or contract professional, staying ahead of technology is essential to scaling your impact with clients. This 60-minute peer roundtable brings together solo-practitioner CPAs, CFOs, controllers, and accountants to discuss the practical integration of AI into client deliverables.

Whether you are already using AI daily or exploring how to safely implement it, this collaborative session offers a space to share strategies, discover new tools, and discuss where the industry is heading.

Key Topics:

• Enhancing client reporting and forecasting through AI-assisted workflows.

• Strategies for maintaining security, accuracy, and professional standards.

• Collaborative peer insights from fellow independent accounting and finance professionals

Contact jeff.moore@jemoore.com to RSVP. Space is limited to 10 participants to allow for healthy group discussion.