Taught by Antonio Urbina Jr.
For accountants, bookkeepers, and consultants who want agents handling intake, follow-up, triage, reconciliation prep, and recurring ops without hiring or changing how the firm already works.
Reserve Your Seat →Small founding cohort · Starts June 2
This is what your agent setup looks like. You type what you want. It builds it.
Taught by Antonio Urbina Jr.
Agents connect to the tools you already use.
Not a course platform. Not a newsletter. A 6-week build room where you deploy practical agent systems into real client work.
A tool asks you to change your workflow. A good agent fits into the workflow you already have. Intake, document follow-up, reconciliation prep, morning briefs, and status updates, built around your process and your review steps.
One of my clients in South Florida tried three AI tools in two years. None of them stuck. He didn't need a smarter tool. He needed one that had been paying attention.
Training takes months. Then they leave. Tax season hits and you're short a person again.
You can't trust output you didn't produce. So you check everything. That's not management. It's double work.
TaxDome. Karbon. Keeper. Each one asked you to change how you work. Most sat half-adopted.
Sound familiar? You're about to meet 39 other people who get it.
Join the Waitlist →
Check on your agents from anywhere.
You map how your firm actually runs. Every handoff, every bottleneck. The agents start there.
Claude Code handles one real job from your workflow this week. Email triage, status updates, or document follow-ups.
By week 6 you have a working system on real client work. Not a demo. Something you'd trust with an actual deadline.
One deliverable per week. Live sessions Thursdays at 12 PM ET. By week 6, your agent stack is running on real client work.
Claude
AI engine
Code
Build agents
Cowork
Pair with AI
Dispatch
Multi-agent
Skills
Specialized knowledge
MCP
Connect your tools
Claude is the preferred stack shown in the cohort, but the bigger goal is teaching you how to deploy useful agent systems, with the right tools and hosting setup for each workflow.
Built around real workflows, not stack worship
You will see a Claude-first setup because it is the stack Antonio uses most today. But the point is not memorizing product names. The point is learning how to give agents the right context, boundaries, review gates, and execution environment so useful work keeps moving.
This isn't a course. It's a deployment.
No prompt engineering. No giant tool roundups. No AI theater.
The shift happening now is bigger than chat. Agents can run longer tasks, use tools, and work across real workflows. Most firms still do not need more AI content. They need systems that help the work move.
That is what this cohort is for, six weeks of building practical agent systems with real review steps, real guardrails, and real business use cases.
By the end of the cohort, you should have a working stack tied to your own firm, not a folder full of ideas you still need to figure out later.
A production-ready intake or triage agent mapped to your workflow
A daily brief or review system that surfaces what needs your eyes
A follow-up or recurring admin workflow that keeps moving without babysitting
An accounting-specific workflow like reconciliation prep, document routing, or status tracking
This is not hypothetical. These are the kinds of systems already running inside Antonio's consulting practice and client work.
CASE STUDY 01
AI agents now handle inbox monitoring, meeting prep, follow-up drafting, social approvals, news routing, and system checks across the business.
CASE STUDY 02
A production portal was built for a real client with customer access, order visibility, email parsing, and operational automation tied to live business workflows.
CASE STUDY 03
A payments and reconciliation workflow was designed around messy CSVs, exception handling, and the actual way a bookkeeping team works day to day.
Antonio Urbina Jr.
Agentic Ops Practitioner · Hollywood, FL
In January 2026, I realized I was running my entire consulting practice on 4 AI agents. No staff. No contractors. Just me and the systems I built.
Before that, 20 years of enterprise systems. Booz Allen. Zebra Technologies. Norwegian Cruise Line.
I left enterprise to work with small accounting firms in South Florida. Turns out they needed the same automation the big companies had. They didn't have the budget or the team.
I built this alone. You don't have to.
All members get the full 6-week live cohort, recordings, templates, community, and a 14-day refund policy from the cohort start date. Waitlist gets first access.
Enrollment opens May 15. Waitlist gets first access to founding pricing.
Enrollment opens May 15. Drop your email and we'll notify you first.