Hand your accountant a clean pack instead of a shoebox

Paste your year so far and get an accountant-ready handoff: what's documented, what's still missing (marked [confirm]), and the questions your CPA will ask — before you're on the call.

6 lessons self-paced Verifiable certificate

About this course

Turn a messy paste of "the year so far" into a clean handoff folder. This course shows you how to describe your year in plain words and get back a pack your accountant can actually use — plus the exact gaps to close before tax season gets loud.

Skills you'll gain

Turn scattered income and expense numbers into a one-line summary your accountant can scan in seconds Separate real business expenses from owner draws, loan principal, and transfers — so nothing gets folded into deductions that shouldn't be Build a 'still missing' checklist from every open item, instead of finding out what's missing on the call Walk into your CPA conversation already knowing the questions they're going to ask about your van, your home office, or your membership income Know exactly what's a confirmed number vs. a [confirm] flag, so you never hand over a guess as a fact

Tools you'll learn

Claude

Instructor

Danny de Vries

Danny has spent a decade building and selling software — more than 20,000 products shipped to real customers. He wrote the book Generative AI READY. Everything here is a tool he actually built and uses, handed to you finished — English is the new programming language.

Curriculum

Module 1 — The play

The week before taxes shouldn't be a month of Sundays
The play: paste your year, get back a pack — not a promise
What's confirmed, what's [confirm] — and why that matters

Module 2 — Do it

Watch the demo
Try it on your real numbers

Module 3 — Grab the skill

Install the skill

Free

6 lessons · lifetime access
Verifiable certificate on completion
Secure hosted checkout