Free guide for Australian accountants & bookkeepers
Future Proof Your Practice with Claude
From Overloaded to Organised
Too much work, not enough people? This free guide shows you how to set Claude up safely, which jobs to hand over first, and gives you 15 copy-paste prompts to use this week.
✓ 14 pages with the latest Australian AI data
✓ Aligned with the TPB's 2026 AI guidance
✓ Written by a CPA who runs her own practice
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Live training for accountants since 2018
Built for AU & NZ practices
Practical, compliant, no hype
AI is already in Australian practices
The question has moved from "should we?" to "how do we do this safely?"
68%
of Australian accounting firms have embedded or piloted AI
72%
feel pressure to keep up with new technology
58%
are concerned about data privacy and security with AI
59%
of bookkeepers say managing time is their #1 challenge
Sources: IDC/Caseware 2026, Dext 2026, MYOB Accounting Industry Monitor, ICB Annual Survey. Full charts and sources inside the playbook.
Inside Future Proof Your Practice
From overloaded to organised - a practical guide written for practices, not tech enthusiasts.
1. The 20-minute setup
The five settings that make every conversation with Claude better - plan, profile, Projects, house style and connectors.
2. Your AI rules
What client data can and can't go into AI tools, a one-page AI policy checklist, and how it fits your TPB obligations.
3. The 5 jobs to hand over first
Month-end review, client queries, BAS pre-lodgement checks, meeting notes and SOPs - and what you still own.
4. 15 copy-paste prompts
GL review, bank rec exceptions, payroll and super checks, client emails, out-of-scope replies and more.
5. From prompts to AI Employees
How practices turn a repeat job into a reusable process the whole team can run the same way.
6. A 30-day action plan
Week by week: set up, test one job on real files, standardise it, then review and choose the next.
What practitioners say about Neha's training
★★★★★
“
Excellent video training, Neha knows her way around Xero and takes the time to get to the bottom of questions asked.
Justin Tomas
“
Neha did an excellent online training for our accounting team on Workpapers. She delivered the training with great knowledge and professionalism.
Judith Pimentel
“
Attended a webinar on Xero Tax Planning hosted by Neha from FPA. Excellent experience, well worth the time and money.
Qi Wealth Accounting
“
Neha is patient and understands every practice has different systems, and she advises on the best way forward to make it work.
Sheree Revell
“
Very informative. Questions are answered in the live demonstration and the presenter has an extensive knowledge of the program.
Mai Pauling
“
Neha facilitated the webinar very well and it was well worth the hour to learn how easy it was to develop the template in house for use with our clients.
Pete Ibbertson
From Neha Nayyar CPA
CPA · Registered BAS Agent · Founder, Future Proof Accountants
I've run live training for Australian accountants and bookkeepers since 2018, and built and sold my own bookkeeping practice. This guide is the setup and the prompts I'd hand any practice starting out with Claude.
AI prepares, you review, you decide.
This guide is for you if you're
- A practice principal working out where AI actually fits
- A bookkeeper or BAS agent with a busy client load
- A senior accountant new to AI tools - no tech background needed
- Running a team that's already using AI without a policy
Not sure where AI fits in your practice? Book a free 15-minute call.
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Prefer to talk it through? Book a 15-minute call with Neha
Disclaimer: This guide is general information only and is not tax, legal or financial advice. You remain responsible for reviewing AI output and meeting your TPB Code of Professional Conduct and privacy obligations. Claude is a product of Anthropic; Future Proof Accountants is not affiliated with Anthropic. Survey figures are as published by their sources.