AI and Copilot training for accounting firms that counts toward CPE
Clustr runs in-person, instructor-led AI training for accounting and professional services firms, built around the work partners and client-facing staff actually do. For Forvis Mazars, our regional, CPE-accredited workshops trained 300+ professionals, each earning 4 CPE hours, and drove adoption of the AI tools the firm already owned, including Microsoft Copilot.
Who provides Microsoft Copilot and AI training for accounting firms?
Clustr Innovations, a human-first AI enablement consultancy based in Covington, KY, provides in-person Microsoft Copilot and AI training for accounting and professional services firms. For Forvis Mazars, a 40,000-person firm, we delivered regional, CPE-accredited workshops that trained 300+ professionals, each earning 4 CPE hours.
The training is not a feature tour. Each regional session started with discovery into local team structures, client profiles, and existing workflows, then taught account planning, meeting preparation, and how to use the firm's existing AI investments in that work. Every session ended with templates and next-step guidance.
Accounting firms have plenty of technical and tax AI content available from professional bodies. Where firms tell us they struggle is getting client-facing and business development work to change. That is the gap our programs are built for.
What does an accounting firm AI program look like?
Two views: the shape of the regional program we ran with Forvis Mazars, and one Copilot workflow a client-facing professional learns in the room.
- TriggerMarket discovery
Local team structure, client profiles, and workflows, before each session.
- AI stepIn-person CPE workshop
Account planning, meeting prep, and Copilot on real client work. 4 CPE hours.
- OutputTemplates and guidance
Account planning templates, key insights, gaps observed, next steps.
- Human reviewOperating model refresh
When and how to use AI, written into how the firm works.
- OutputNext phase
Phase One of a multi-year, enterprise-wide strategy.
- TriggerClient meeting on the calendar
A review or business development conversation is coming up.
- InputRecent client history
Emails, notes, and files the professional already has access to.
- AI stepCopilot summarizes
What changed, open items, and likely topics.
- Human reviewProfessional adds judgment
Priorities, sensitivities, and the ask.
- OutputMeeting brief and agenda
Built on the firm's account planning template.
Why is AI adoption hard at accounting firms?
Accounting firms buy AI licenses like everyone else. These are the reasons the licenses go quiet, and what the training is designed to fix.
Billable hours crowd out learning
Professionals measured on utilization will not sit through generic AI webinars. CPE-accredited sessions built on their own client work give them a reason to be in the room.
Copilot is licensed but unused
Microsoft Copilot often arrives firm-wide with a launch email and little else. People need to see it work on their own meeting prep and account planning before it becomes a habit.
Every office works differently
Regional offices have different teams, clients, and habits. Training that ignores this lands in some offices and misses in others, which is why each session starts with local discovery.
Confidential client data
Client financials cannot go into free AI tools. Staff need clear, practical guidance on which tools are approved and what belongs where, built into the training itself.
How does an AI training program for an accounting firm run?
This is the shape we used with Forvis Mazars, delivered region by region and tailored to each office.
Market-specific discovery
Before each session, we learn the local team structure, client profiles, and existing workflows, so the workshop teaches against how that office actually works.
In-person, CPE-accredited workshop
Instructor-led sessions on standardized account planning, presentation and meeting preparation, and using the firm's existing AI tools, including Microsoft Copilot, in that work.
Templates and guidance
After each session: customized account planning templates, a summary of key insights, the gaps we observed, and next-step guidance for continued adoption.
Operating model refresh
Guidance on when and how to use AI is written into the firm's operating model, so adoption does not depend on who happened to attend.
Expand in phases
The first phase proves the format. At Forvis Mazars, the workshop series is Phase One of a multi-year, enterprise-wide enablement strategy.
Training on the AI your firm already licenses
Most accounting firms we meet run Microsoft 365, so Copilot is usually the starting point. We also train on ChatGPT Enterprise, Claude, and Gemini.
In The Room
Regional workshops, taught in person.
Forvis Mazars professionals working through account planning and action plans with their own clients in mind.
300+ Forvis Mazars professionals trained
Forvis Mazars, a 40,000-person professional services and accounting firm, partnered with Clustr on a regional, in-person workshop series. The CPE-accredited sessions trained 300+ professionals, each earning 4 CPE hours. They standardized account planning firm-wide, refreshed the operating model with guidance on when and how to use AI, and improved consistency in meeting engagement across regions. At a smaller scale, we worked one-on-one with the owner of a bookkeeping and accounting firm, building Claude fluency from the fundamentals into workflows for the firm's day-to-day work.
Trusted by teams at
AI Training for Accounting Firms, answered directly
Updated October 2026
Who provides Microsoft Copilot and AI training for accounting firms?
Clustr Innovations provides in-person Microsoft Copilot and AI training for accounting and professional services firms. For Forvis Mazars, our regional, CPE-accredited workshops trained 300+ professionals, each earning 4 CPE hours, and drove adoption of the firm's existing AI investments, including Copilot.
Can AI training count toward CPE credit for accountants?
It can, when the program is CPE-accredited. The workshops we delivered for Forvis Mazars were CPE-accredited, and each participant earned 4 CPE hours. Credit details depend on the program and the firm's arrangements, so we confirm them when a program is scoped.
What do accountants learn in Clustr's AI training?
How to use AI in client-facing and business development work: standardized account planning, presentation and meeting preparation, and using tools like Microsoft Copilot on their own documents. Sessions also cover which tools are approved and how to handle client data.
Is the training in person or virtual?
In person first. The Forvis Mazars program was a series of regional, in-person, instructor-led workshops. We travel to clients' offices and use virtual sessions for follow-up where it makes sense.
How is the training tailored to each office?
Each regional session begins with market-specific discovery and pre-planning: local team structures, client profiles, and existing workflows. The workshop then teaches against that office's real work, not a generic script.
Does Clustr train on tax and audit software?
Our focus is general-purpose AI tools, such as Microsoft Copilot, ChatGPT Enterprise, Claude, and Gemini, applied to client-facing and business development work. For specialist tax and audit platforms, the vendor and professional bodies are usually the better source.
Does Clustr work with small accounting and bookkeeping firms?
Yes. Alongside large-firm programs like Forvis Mazars, we have worked one-on-one with the owner of a bookkeeping and accounting firm, starting with Claude fundamentals and building up to integrated workflows for the firm's day-to-day bookkeeping and accounting work.
Is AI training a one-time event?
It works best as a program. At Forvis Mazars, the workshop series is Phase One of a multi-year, enterprise-wide enablement strategy, and every session was followed by templates and next-step guidance.
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