Tired of spinning your wheels with AI?

There’s a better way forward. The Leveling up with AI: Personal Calibration & Focus workbook, created in partnership with Donny Shimamoto, CPA, CITP, CGMA, gives you a simple way to take stock of how you’re already using AI.

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Inside the workbook, you’ll find:

  • A Personal Enablement Assessment: Measure your current digital fluency.
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  • A Quick Performance Scan: Evaluate your most common AI uses for time saved, quality, and confidence.
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  • The 60-90 Day Focus Plan: Define one high-impact workflow to improve and one safe experiment to run.
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  • Personal Guardrails: Identify your non-negotiable human review steps for judgment-heavy work.