Track 10Pro Track~90 min total
AI for Accountants
A hands-on playbook for accountants and CPAs who want to automate repetitive work and deliver higher-value advisory services. Covers AI-assisted bookkeeping, tax research, financial reporting, client communication, and building a modern AI-powered accounting practice.
Prerequisite:
§ The modules
- 01AI Essentials for AccountantsWhy AI matters for accounting, setting up ChatGPT and Claude for financial work, and writing your first accounting prompts.Free
- 02Bookkeeping and Data Entry AutomationAI-assisted transaction categorization, receipt processing, bank reconciliation, and eliminating manual data entry.Free
- 03Tax Research and ComplianceUse AI for tax code research, regulatory updates, compliance checks, and preparing tax planning memos.Pro
- 04Financial Reporting and AnalysisAI-powered financial statements, variance analysis, ratio analysis, forecasting, and management reporting.Pro
- 05Client Communication and AdvisoryAI for client emails, advisory letters, engagement letters, proposals, and delivering proactive financial insights.Pro
- 06The AI-Powered Accounting PracticeDesign your complete AI accounting stack, automate workflows, manage staff training, and scale advisory services.Pro
Start module 01 →Finish all six for the Pro Track