Case Study: Helen The Tax Lady | Digital Peninsula Network

Case Study: Helen The Tax Lady

Case Study

From Redundancy to Reinvention: How Helen Transformed Her Business with AI

Helen The Tax Lady

After 36 years as an Inspector of Taxes with HMRC, Helen was made redundant. Rather than stepping back, she chose to reinvent herself. She retrained, completing AATLevels 2, 3, and 4 with Truro & Penwith College, and a digital marketing short coursewith DPN. In 2018, she launched her own bookkeeping and accountancy business Helen The Tax Lady.

  • Confidence with AI: 1 → 5
  • Saved each month: £1,000–£1,500 
  • Turnover growth with new clients
After 36 years at HMRC, I reinvented myself. In 2018, I launched my own bookkeeping and accountancy business.

Why She Joined the AI Workplace Productivity Skills Bootcamp in July 2025

Helen had already experimented with ChatGPT, even beginning to train her own bot, but something was missing.

I wanted to integrate AI into my workflow for complex tasks, not just simple questions. I needed confidence that I could set it up correctly and evaluate outputs effectively. The advertisedcourse matched my needs perfectly.

Learning the Language of AI

Each training session includes hands-on exercises using real-world business data, guided by expert trainers.

Session by session, the course built systematically through workflows, deep research, AI agents, customer communications, visual assets, and data analysis. We explored a wide range of AI tools, allowing me to select those best suited to my needs. Importan

Business Impact

Tangible Results, Real Change.

  • Confidence skyrocketed: “My confidence in AI jumped from a 1 to a 5.”
  • New capacity: More clients, more income.
  • Cost savings: £1,000–£1,500 saved monthly.
  • A virtual team member: Scheduling, repeat tasks, workflows streamlined.
This training has completely transformed the way I work. I’ve been able to takeon more clients thanks to the extra capacity, my turnover has grown significantly and I’m saving around £1,000–£1,500 each month through improved efficiency. Working as a sole

What’s Next?

Helen is continuing to build on her AI journey, embedding new tools and strategies into her business.

Inspired by Helen’s success? 

Join the next AI for Workplace Productivity Skills Bootcamp and unlock your own transformation.

Enquire Now