Beyond ChatGPT Basics:

Advanced Task Automation with ChatGPT Plug-ins and File Inputs

A Webinar with Sandi Leyva, CPA

Have you spent some time on ChatGPT and want to find out how to use it even more productively than you already are?  Are you ready to start working with files and more complex tasks?  Do you want to be your firm’s ChatGPT power person?

If you said yes to any of the above questions, then you’re in the right place. Firms are already using ChatGPT to reduce headcount and save hours – even days – of laborious jobs. This program is specifically designed to take you beyond the basics of ChatGPT and show you how to work with advanced features such as plug-ins, use files in your prompts, and configure complex prompts for use in your accounting and advisory roles.

To take this course, you must have completed Unleash AI Power OR Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practices OR spent at least 3 hours on ChatGPT and consider yourself more than a beginner.

In this course, we’ll show you step-by-step how to use ChatGPT to:

  • Complete a multi-year bookkeeping clean-up task, saving days of work
  • Streamline accounting advisory tasks and create a client report complete with graphs
  • Write an audit program based on risks you point out
  • Perform several types of account reconciliations
  • Expand your options with plug-ins
  • Dialog about tax options and accounting promulgations
  • Troubleshoot other tech issues you might be having
  • Include files in your prompt to save copy-and-paste time
  • Create test data for when you need it
  • Create, add to, or fix bugs in programming code
  • Learn other tricks and tips to become a power user
  • And much more!

Learning Objectives:

After completing this course, participants should be able to:

  • List the steps to perform several types of accounting tasks in ChatGPT
  • Understand how to work with plug-ins
  • Describe what needs to be done to include files as input to ChatGPT in prompts
  • Name a couple of prompts you can use that are keywords for ChatGPT prompts

NOTE: You do not need a paid ChatGPT account to attend this course, but you will need a paid ChatGPT account if you want to apply most of what’s covered in the course.

If you’re already pretty good at ChatGPT, this course will make you even better. And if you haven’t had the results that everyone else is bragging about, then this course will help you see what the power of AI is all about.

Live Webinar

September 19, 2023

11AM PT, Noon ET, 1PM CT, 2PM ET

Includes Handout and Video Recording

1 CPE hour (NASBA only, no IRS CE)

Who Is the Instructor

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.

CPE Information:

Prerequisites: Complete “Unleash AI Power” OR Is Use of Artificial Intelligence (ChatGPT) Fit for Tax Practices? OR have 3+hours of experience using ChatGPT
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Information Technology
CPE: 1 hour (NASBA only – no IRS CE)


You’ll get these bonuses when you purchase this course:

  • Access to the recording
  • PowerPoint slide handout you can download
  • Summary of questions asked by participants during the live session and answers
  • 1 CPE


All of our products are backed by our 100% satisfaction guarantee.

If, for any reason, you are not completely satisfied you can cancel any time. No questions asked. Nothing to return.

Live Webinar

September 19, 2023
11AM PT, Noon ET, 1PM CT, 2PM ET
Includes Video and Handout
1 CPE Hour (NASBA only, no IRS CE)