Efficiency at the Core: Automate the Manual, Master the Strategic

Stop being burdened by repetitive analysis and manual reporting. Learn to use AI agents as disciplined assistants that handle the data heavy-lifting, allowing you to focus your energy on the high-level guidance that truly moves the needle for your clients.

Scale Your Practice Without the Burnout

The transition to advisory work doesn't have to mean working more hours. By building repeatable, AI-assisted workflows, you can improve your professional positioning and serve more clients with higher-quality outputs—creating a scalable practice that grows with you, not at your expense.

The Bedrock of Innovation: Responsible AI for Real Results

We don't just teach you to use tools; we teach you to build a disciplined "CFO Assistant" stack that maintains the highest professional standards. Learn to evaluate AI outputs responsibly, ensuring your judgment remains the bedrock of every client recommendation you make.

About The Course

Many finance professionals today feel a growing sense of overwhelm as they navigate a landscape filled with manual reporting and repetitive data analysis. You may be curious about the power of AI, yet feel uncertain about how it applies to your specific Virtual CFO workflows or concerned about maintaining professional standards while using new tools. It is common to feel "stuck" between the desire to modernize your practice and the lack of a clear, structured roadmap for integrating AI without compromising the trust you’ve built with your clients.  This course provides that essential roadmap, focusing entirely on practical implementation and strategic decision-making. You will learn to identify real-world AI opportunities within your current workflows—from streamlining monthly reporting to stress-testing forecasting assumptions and managing business risks. Through our step-by-step frameworks, you will build your first AI-enhanced CFO process, turning technology into a powerful ally that amplifies your expertise rather than replacing it.  True career mastery is a continuous evolution, and this course serves as a vital pillar in your broader professional journey. It is designed to fit seamlessly into the "Bedrock" mission of empowering you to work for yourself, but never by yourself. By mastering these AI-driven systems, you are not just adopting new software; you are securing a competitive advantage and ensuring your role as a strategic leader remains indispensable to the U.S. small businesses you serve.

Meet Your Instructor

With over 40 years of experience in public accounting, tax resolution, and small-business development, Joe DiChiara has dedicated his career to empowering financial professionals. As an AI educator and seasoned finance professional, Joe specializes in helping accountants and advisors implement modern technology to improve efficiency and client outcomes.  Joe’s mission is to remove the confusion that holds self-starters back, providing the systems needed to build profitable, sustainable businesses on solid Bedrock principles. He has launched multiple businesses and trained thousands of students, always focusing on the practical application of skills that lead to real-world success. When you learn with Joe, you gain a mentor who is deeply invested in your long-term evolution from a technician into a tech-empowered strategic leader.

Course Curriculum

8 Chapters · 39 Lessons

  1. 1

    Welcome Video

    1. (Included in full purchase)

      Welcome!

  2. 2

    Course Materials

    1. (Included in full purchase)

      Course Textbook

    2. (Included in full purchase)

      Syllabus

    3. (Included in full purchase)

      Course Workbook

    4. (Included in full purchase)

      Glossary of Terms

  3. 3

    Module 1: Introduction to AI in Finance

    1. Module 1 Overview Free preview
    2. Module 1: M1_ Introduction to AI in Finance Free preview
    3. Lesson 1.1 AI Landscape for CFOs Free preview
    4. (Included in full purchase)

      Lesson 1.3: AI Opportunities for Client Service

    5. (Included in full purchase)

      Lesson 1.4: Responsible Use of AI in Finance

  4. 4

    Chapter 2: Implementing AI Tools

    1. Module 2 Overview Free preview
    2. (Included in full purchase)

      Module 2 Implementing Ai Tools PDF

    3. (Included in full purchase)

      Lesson 2.2: Creating Simple AI Agent Workflows

    4. (Included in full purchase)

      Lesson 2.3: Using AI for Monthly Reporting and Analysis

    5. (Included in full purchase)

      Lesson 2.4: AI for Forecasting, Budgeting, and Planning

    6. (Included in full purchase)

      Lesson 2.5: Building Your First AI-Enhanced CFO Process

  5. 5

    Module 3: Data Management and Analysis

    1. (Included in full purchase)

      Module 3 Overview

    2. (Included in full purchase)

      Module 3 Data Management and Analysis PDF

    3. (Included in full purchase)

      Lesson 3.2 AI-Assisted Financial Analysis

    4. (Included in full purchase)

      Lesson 3.3 Turning Data into Decisions

    5. (Included in full purchase)

      Lesson 3.4 Dashboard and KPI Support with AI

    6. (Included in full purchase)

      Lesson 3.5 Data Review and Quality Control

  6. 6

    Module 4: AI in Risk Management

    1. (Included in full purchase)

      Module 4 Overview

    2. (Included in full purchase)

      Module 4: Ai in Risk Management

    3. (Included in full purchase)

      Lesson 4.2: AI for Internal Control Support

    4. (Included in full purchase)

      Lesson 4.3: Forecasting Risk and Scenario Planning

    5. (Included in full purchase)

      Lesson 4.4: Protecting Client Trust While Using AI

  7. 7

    Module 5: Future Trends in CFO AI Tools

    1. (Included in full purchase)

      Module 5 Overview

    2. (Included in full purchase)

      Preparing for the Future

    3. Lesson 5.2: The Competitive Advantage of AI-Enabled CFOs Free preview
    4. (Included in full purchase)

      Lesson 5.3: Skills Virtual CFOs Will Need Next

    5. (Included in full purchase)

      Lesson 5.4: Your AI Action Plan for the Next 90 Days

    6. Conclusion Free preview
  8. 8

    Ai Agents For CFOs

    1. (Included in full purchase)

      Bedrock360 CFO Self Employed Cash Flow Analyst

    2. (Included in full purchase)

      Bedrock360 13 Week Cash Flow Wizard-Advanced

    3. (Included in full purchase)

      Bedrock360 KPI Interpreter Agent

    4. (Included in full purchase)

      Bedrock360 Cash Flow Analyst Simplified

    5. (Included in full purchase)

      Bedrock360 Budget Finance Partner

    6. (Included in full purchase)

      Bedrock360 CFO Prompt Builder

Student Testimonials

Testimonials build trust — fast. Edit this section to show how your product is making a difference and help your audience purchase with confidence.

”
"I was hesitant about AI because I didn't want to lose the personal touch I provide my clients. This course showed me how to use AI as a 'research assistant' that actually gives me more time to spend on strategic conversations. It’s been a total game-changer for my productivity."
— Linda J.

Fractional CFO

”
"The 'AI Agent Lab' approach was exactly what I needed. It moved past the hype and showed me exactly how to build a 13-week forecast faster and more accurately. I feel like I finally have a modern practice that can scale without me working 80 hours a week."
— Samuel T.

Virtual Accountant

”
"Joe has a way of making complex technology feel simple and approachable. This course didn't just give me tools; it gave me the confidence to lead my clients into the future. It’s an essential part of the Bedrock journey for anyone serious about advisory."
— Rachel P.

Financial Advisor

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