Boost Your Firm With AI!
ACCOUNTANTS AND BOOKKEEPERS

Save time and increase revenue
by boosting your firm’s efficiency
with AI in 2024!

 
Grab your copy of the training now!

Do you ever feel like your accounting firm's potential is just out of reach?

 
  • You aren’t earning enough, but don't have enough time or resources to take on new clients.
  • You're swamped with data, sifting through spreadsheets instead of strategizing growth.
  • You're struggling to win or retain clients in the face of growing competition and market demands.
  • Client expectations are soaring, and you're sprinting just to keep up.
  • You want to scale your practice, but the thought of increased workload is daunting.
  • Adopting new tech feels overwhelming, and the risk of disruption is intimidating.

 

So how do you get started?

What if you could address all these challenges with a
single, transformative solution?

ChatGPT for Accountants and Bookkeepers is more than just a course—it's your pathway to a more efficient, profitable, and secure practice.

Embrace the AI revolution and let the technology do the heavy lifting, so you can focus on what you do best—growing your business.

WHAT YOU WILL LEARN:

Day 1 - August 10th

 

Day 2 - August 11th

Here's what you will learn
in this 2 hour training:

Introduction
to ChatGPT
Understand its role in modern accounting
Prompt Engineering
Learn the art of crafting effective ChatGPT prompts
Specific Use Cases 
Discover ChatGPT applications tailored for accounting.
Advanced Usage & Customization 
Dive deeper into ChatGPT's capabilities.

Here's the full breakdown:

The Genesis of ChatGPT and Large Language Models
  • Trace the evolution of ChatGPT and its significance to the accounting profession.
  • Differentiate between ChatGPT and other language models.
  • Illustrate the core features that make ChatGPT unique.
The Accounting Revolution:
Why ChatGPT Is Your Firm's Future
  • Explain the competitive edge ChatGPT provides to accounting firms.
  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.
  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.
The Other Side:
Pitfalls of Relying Solely on ChatGPT
  • Identify potential challenges and shortcomings of using ChatGPT.
  • Strategize methods to mitigate these challenges in professional scenarios.
The ChatGPT Advantage:
Unveiling Your Secret Weapon
  • Harness the transformative potential of ChatGPT for your firm.
  • Quantify the ROI of incorporating ChatGPT into business operations.
  • Position ChatGPT as a reliable assistant in your workflow.
ChatGPT in Action:
Real-world Applications for Accountants
  • Evaluate practical scenarios where ChatGPT excels.
  • Integrate ChatGPT in specific accounting tasks for improved efficiency.
  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.
Step by Step:
Setting Up and Unleashing ChatGPT's Potential
  • Execute a smooth setup of your ChatGPT account.
  • Navigate and utilize core functionalities for optimal results.
  • Implement best practices for best results.
The Art of Prompt Engineering:
Why It's the #1 Skill You Must Master
  • Craft precise prompts to retrieve accurate and relevant responses.
  • Tailor prompts for specific accounting tasks and challenges.
  • Innovate in prompt creation to achieve best results for complex queries.
Mastering Custom Instructions:
Turbocharging Your ChatGPT Experience
  • Design effective custom instructions for specialized tasks.
  • Enhance user experience and results with personalized settings.
  • Deliver solutions faster with well-crafted instructions. 
Getting Practical With Use Cases
  • Elevate practice management through ChatGPT-assisted strategies.
  • Elevating Client Relations: ChatGPT as Your Communication Partner
  • Leverage ChatGPT for innovative and impactful marketing campaigns.
ChatGPT Power-Plays:
Diving Deeper into Advanced Use Cases
  • Creating value for clients with strategic insights
  • How to use ChatGPT for data analysis
  • ChatGPT Plus and advanced functionality

Your Investment

Work through this course at your own pace, and revisit training with LIFETIME ACCESS!

When you bring AI into your business with ChatGPT you will be able to...

 
 
  • Spend less time on simple, repetitive tasks and more time delivering high-value advisory services to your clients.
  • Analyze complex data sets in minutes, not hours, giving you insights to drive client success faster.
  • Automate client communication, ensuring they feel heard and serviced without adding to your workload.
  • Stay ahead of the curve with automatic updates on the latest in tax and financial regulations.
  • Meet and exceed client expectations with rapid turnaround times and detailed, data-driven insights.
  • Scale your firm with confidence, knowing that AI can handle the increase in volume.
  • Integrate seamlessly with your existing tools and workflows, making the transition to AI smooth and disruption-free.

AI isn't just a tool; it's your next team member, ready to empower your firm to new heights of success and client satisfaction.

Your Most Popular Questions, Answered:

Below is a list of the most common questions we get asked.  If you cannot find the answer to your question below, email my partner, Sarah, on [email protected].  

How long does the training take?

The video training takes approximately 2 hours to complete, and everything is unlocked immediately so you can work through at your own pace. You will learn things that you can try out in ChatGPT INSTANTLY. Apply it to your business as soon as possible and you could be seeing huge changes to your business workflow and productivity within a couple of hours!

I've never used ChatGPT, is this beginner friendly?

Yes! The course is designed to get you up and running with ChatGPT even if you have never used it before. Once you have set up your own account and mastered the basics, you can move on to the more advanced training and get comfortable with using ChatGPT EVERY DAY in your business AND personal life.

How much does ChatGPT cost?

You can use ChatGPT for free! However, in order to access some of the more advanced features, we recommend that you upgrade to the paid version which is currently just $20 a month. Imagine hiring a virtual assistant for that price!

Can my team go through this program with me?

Your investment is for ONE person, however it's up to you whether you share your login details with your team.

Is there any support available if I have questions or get stuck?

Absolutely.  If you have any questions you can email my team on [email protected]. You can also join our Facebook Group: AI & ChatGPT for Accountants and Bookkeepers, and join a community of like-minded accounting professionals learning to advance their businesses with AI technology.Â