If you are providing client advisory services to your clients or just want to throw in some extra value for them, then ChatGPT can help. ChatGPT has the potential to enhance as well as streamline your client advisory tasks. It can generate charts, write up analyses, crunch ratios, and more.

In this course, we’ll provide you with several examples where you can easily anonymize your client’s data and still get great insights to pass on to your clients. We’ll show you ChatGPT’s ability to generate illustrated analysis reports that you can pass on to your clients. We’ll also show you what you MUST do if you use ChatGPT in financial applications.

After completing this course, you’ll be able to:

• Understand how to word several prompts related to advisory work
• Name the steps to generate charts and graphs in ChatGPT, including exporting them to Excel so you can edit them later
• Enter anonymized client scenarios and have ChatGPT generate commentary
• List two things you MUST do if you use ChatGPT for advisory work
• See how to get ChatGPT to do math correctly instead of hallucinate

Now that the big tax deadline is over, treat yourself to some fun with ChatGPT and earn some CPE as well.

Presenter: Sandi Leyva

Sandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative training, and coaching services.

Author of 30 books and hundreds of CPE courses on technology, practice management, and marketing, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.

Sandi’s business experience includes management time at two Fortune 500 companies, including spending a decade in IT departments, and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.

Sandi’s degrees are in accounting, information technology, and neuroscience. One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world and visited over 100 countries.

Host: Rick Telberg

• Founder and CEO CPA Trendlines, Bay Street Group
• Accounting Today Top 100
• CPA Practice Advisor Top 25

Host: Sandi Leyva

• Founder Accountant’s Accelerator, Leyva Learning LLC
• CPA Practice Advisor Top 25
• Most Powerful Women in Accounting