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AI Unleashed for Accounting Firm Management: Workshop Using ChatGPT-4

AI UNLEASHED FOR ACCOUNTING FIRM MANAGEMENT: WORKSHOP USING CHATGPT-4

Cost $15.00
Presentation Length 1.0 hour

Recorded DateNovember 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In the ever-evolving landscape of accounting, staying ahead of the curve is essential. AI Unleashed is an immersive and hands-on workshop designed for accounting professionals seeking to revolutionize their practices through the adoption of AI, with a specific focus on ChatGPT-4. This course takes you on a journey from understanding the fundamentals of ChatGPT-4 to integrating it into various aspects of accounting practices for optimized efficiency, innovation, and client communication. 

Participants will gain insights into the capabilities of ChatGPT-4 and how it can be leveraged to simplify technical language, craft engaging client communications, create dynamic presentations, streamline bookkeeping, and much more. The course doesn’t just focus on the technicalities but also delves into the creative aspects of using ChatGPT-4 to craft motivational messages and personalized responses. Furthermore, the course addresses the essential elements of data sensitivity, accuracy, and best practices to ensure the responsible and ethical use of AI in accounting. 

Whether you are a seasoned professional or new to the field, this course will equip you with the knowledge and tools necessary to harness the power of ChatGPT-4 effectively. Through practical examples and hands-on exercises, you will learn how to innovatively integrate AI into your workflows, setting your accounting firm on the path to greater success. 

This session is not an advanced course. It is for beginners or those wanting quick tips and tricks and ideas for harnessing AI. Sign up for GPT-4 at OpenAI.com beforehand if you want to follow the workshop style, or you can attend the session as a viewer only.

Learning Outcomes: 


  • Summarize the capabilities of ChatGPT-4 and its applications in accounting

  • Determine how to effectively communicate complex information to clients 

  • Compose engaging social media posts and client communications 

  • Outline how to streamline bookkeeping and categorize transactions efficiently 

  • Identify how to use AI for leadership and management activities 

  • Express the ethical considerations and best practices in using AI 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.