Build a faster,
smarter, AI-enabled
practice
Not a generic AI course. Every session is real accounting work.
Build your offshore team with The Back Room and your staff are trained through our three-level AI Masterclass. They learn Claude, n8n, Claude Code, and Claude Cowork applied to real client work: communication, compliance, financial reporting, and advisory delivery.
EMPOWER YOUR TEAMS
Offshoring + AI =
a whole new level of productivity
Leading firms combine offshoring and automation to get ahead. Capacity from one. Speed from the other. Compounding outcomes from both.
OFFSHORING
CAPACITY
Offshore teams handle high-volume, recurring work — bookkeeping, AR/AP, reconciliations, compliance.
+
AUTOMATION
SPEED & INSIGHT
AI tools automate the remaining repetitive tasks, then surface insights faster than manual review ever could.
=
THE RESULT
PRODUCTIVITY UNLOCKED
Faster, smarter, more connected workflows. More clients served. Higher-margin advisory work.
SUPERCHARGE YOUR PRACTICE
Better for your practice.
Better for your team.
Teams who complete the program are equipped to operate faster, reduce manual workload, deliver insight-driven outputs, and build a scalable practice.
FOR YOUR PRACTICE:
01
OPERATE FASTER WITHOUT INCREASING HEADCOUNT
Volume work like invoice extraction, three-way matching, reconciliations, and GST/VAT/BAS pre-review runs on automated workflows. Headcount tracks complexity, not transaction count.
02
REDUCE MANUAL WORKLOAD ACROSS TEAMS
Client letters, debtor follow-ups, bank rec review, financial statement first-pass — the recurring tasks that ate hours now take minutes.
03
DELIVER MORE TIMELY, INSIGHT-DRIVEN OUTPUTS
Faster turnaround on management reports, advisory memos, and annual accounts review. Your team brings clients insight earlier, not three weeks after period close.
04
BUILD A SCALABLE, FUTURE-READY PRACTICE
Custom tools built in-house by Advanced graduates: reconciliation engines, tax pre-checkers, RAG knowledge bases, governance frameworks. Owned by you.
FOR YOUR TEAM:
01
CAREER SKILLS THAT COMPOUND
21 formal AI skills awarded across the program. Prompt engineering, workflow architecture, Claude Code, RAG engineering, governance: credentials that travel for the rest of a career.
02
LESS REPETITIVE WORK, MORE ADVISORY WORK
The boring parts get automated by GERI and the workflows the team builds. What's left is the work people actually want to do: judgement, analysis, client conversation.
03
BUILD SOMETHING THEY OWN
Every Advanced graduate ships a real tool. It runs in a real firm. Their name is on it. Few accounting roles give people that kind of portfolio piece this early in their career.
04
A FUTURE-PROOF SEAT IN THE PROFESSION
The accounting roles disappearing first are the ones built around manual processing. Program graduates are trained on what comes next: RAG, agents, AI governance.
PROGRAM AT A GLANCE
Three levels.
One outcome: an AI-ready practice
63+
HOURS
Hands-on, live training
21
SKILLS
Formal AI skills awarded
3
LEVELS
Entry · Intermediate · Advanced
63+
CPD HOURS
Available across the program
AI FUNDAMENTALS & DAILY WORKFLOW
ENTRY LEVEL ● 14 HRS ● 2 DAYS ● NO EXPERIENCE
Start here to learn how AI works in practice, build your first automation, and create your own prompt library.
WHAT YOU'LL GET:
-
Understanding of AI tools like Claude, including risks
-
Ready-to-use accounting prompt library
-
Live automation with n8n + Claude
-
Client FAQ chatbot (built by Day 1)
-
NZ Privacy Act 2020 compliance guidance
MULTI-STEP WORKFLOWS & API INTEGRATION
INTERMEDIATE LEVEL ● 21 HRS ● 3 DAYS ● BUILDS ON ENTRY
Move from single-task prompts to multi-step, production-ready workflows.
WHAT YOU'LL GET:
-
Multi-step workflows with conditional logic & error handling
-
Live API integrations with Xero, MYOB, QuickBooks
-
AI-powered financial statement processor
-
Automated management report generator
-
Desktop automation for repetitive accounting tasks
AI SYSTEMS, APPS & GOVERNANCE
ADVANCE LEVEL ● 28 HRS ● 3 DAYS ● 30-DAY PROJECT
Deploy AI as a core capability in your firm's operations.
WHAT YOU'LL GET:
-
Automated annual accounts review system
-
Live financial advisory web application
-
Firm-specific AI knowledge base (RAG system)
-
Client self-service portal
-
Complete AI governance framework
TOOLS COVERED ACROSS THE PROGRAM
CLAUDE ✚ N8N ✚ CLAUDE CODE ✚ CLAUDE COWORK ✚ XERO ✚ MYOB ✚ QUICKBOOKS
THE DIFFERENCE
Three things competitors don't have.
Offshore is a crowded market. Most firms compete on rate cards. We compete on what your team can actually do.
01 / THE PROGRAM
A live AI Masterclass built for accountants.
Three progressive levels. 63+ hours. 21 formal AI skills. Every example uses real client work — financial statements, workpapers, BAS/VAT/GST returns, reconciliations.
VS. COMPETITORS
GENERIC AI AWARENESS SESSIONS, IF ANY
02 / THE TOOLS
GERI — our proprietary AI accounting assistant.
Built by The Back Room. ISO/IEC 27001:2022 certified. Saves 1+ hour per review. Sits inside every engagement — no extra licence, no procurement.
VS. COMPETITORS
PUBLIC CHATBOTS WITH YOUR CLIENT DATA
03 / THE BUILD
Staff who build and not just use automations.
Advanced graduates ship working tools into your firm: review systems, RAG knowledge bases, advisory web apps, governance frameworks. Live in 30 days.
VS. COMPETITORS
YOU'D NEED TO HIRE DEVELOPERS SEPARATELY
PROPRIETARY AI · BUILT BY THE BACK ROOM
Meet GERI
Your AI accounting assistant
Part of every The Back Room engagement. ISO/IEC 27001:2022 certified. Not a public chatbot.
1 hr+
Saved per review
1,000 hrs
Freed up per year
NZD $250K
In billable opportunity
BUILT FOR ACCOUNTING REVIEW
First-pass review of financial statements, workpapers, and indirect tax returns handled with the same structure and rigour every time, by every reviewer.
EMBEDDED IN YOUR TBR ENGAGEMENT
Your team uses GERI daily on your work. You see cleaner output, faster turnaround, and consistency across every reviewer without managing yet another tool.
NO DATA EXPOSURE · ISO 27001 CERTIFIED
Your client data never leaves a secured environment. Penetration tested. Compliant by design.
PROGRAM & PRICING
One program.
Same price everywhere.
Delivered live in trainer-led cohorts, to the Back Room offshore team assigned to your firm. Tax and compliance modules tuned to your client jurisdiction.
HOW ACCESS WORKS
The AI Masterclass is delivered to offshore teams hired through The Back Room. There are two ways your firm can take part: existing clients can enroll their assigned team directly through their Account Manager. Firms new to us can speak with us about building an offshore team, and your new staff are trained through the masterclass as part of the engagement.
ENTRY LEVEL
AI Fundamentals & Daily Workflow
Foundation. 14 hrs · 2 days. No experience needed.
FREE
FOR ALL TBR-ASSIGNED STAFF
-
14 hrs of live training · 2 days
-
7 formal AI skills awarded
-
Client FAQ chatbot built on Day 1
-
n8n workflow + prompt library, kept
-
Privacy compliance covered
INTERMEDIATE
Multi-Step Workflows
+ API
Foundation. 14 hrs · 2 days. No experience needed.
$200
PER PARTICIPANT
-
21 hrs · 3 days · production workflows
-
7 formal AI skills awarded
-
Live API to Xero · MYOB · QuickBooks
-
AI financial statement processor
-
Automated management report generator
ADVANCED · BUILDER
AI Systems, Apps & Governance
Capstone. 28 hrs + 30-day project. A real tool, deployed.
$300
PER PARTICIPANT
-
28 hrs + mentored 30-day build
-
7 formal AI skills awarded
-
Annual accounts review system
-
Firm-specific RAG knowledge base
-
Complete AI governance framework
THE BACK ROOM CLIENT EXCLUSIVE
LEVEL 2 & 3 BUNDLE
Was $500 $250USD
PER PARTICIPANT · YOUR TEAM GETS THE MASTERCLASS AT HALF THE STANDARD PRICE. TALK TO YOUR ACCOUNT MANAGER TO ENROLL.
READY TO ENROLL
Two ways in. Both lead here.
The AI Masterclass is delivered to offshore teams engaged through The Back Room. Pick the route that matches you.
ALREADY A BACK ROOM CLIENT?
TALK TO YOUR ACCOUNT MANAGER
Your offshore team is eligible. Reach out to your AM to discuss enrollment, scheduling, and which staff to put forward for each level.
NEW TO THE BACK ROOM
BUILD YOUR AI-TRAINED TEAM
Talk to us about building your offshore accounting team with The Back Room. Your new staff are trained through the AI Masterclass as part of the engagement.
