ChatGPT for Tax and Accounting Professionals

PDF eBook

265-Page PDF eBook, published 2/24/2024


ChatGPT is a new artificial-intelligence technology sweeping the profession. Reports of users saving up to ten hours a week are not exaggerations. This book will help you streamline your learning curve, maneuver around pitfalls, discover hidden-gem features, and boost your productivity at work as well as at home.

The author shows over one hundred results from various models of ChatGPT – not just best-practice but also a handful of failures so you can see the limits of the tool. Some firms are moving ahead full-steam with generative Ais such as ChatGPT, while others are extremely cautious. With this book, you can decide for yourself and draw your own conclusions about what’s right for your firm.

The price of this book will easily be made up in the first few hours you use this tool. Here’s what’s included in this 265-page downloadable ebook:

  • How ChatGPT works compared to traditional computer programs
  • The four models of ChatGPT, explained and compared
  • Best and worst use cases for ChatGPT
  • ChatGPT features, explained screen-by-screen (don’t miss out on the most powerful ones)
  • Components of a great prompt
  • How to create and use a custom GPT, step by step
  • 20+ prompt types, explained
  • Over 100 accounting and tax-focused examples of prompts and answers, from entry to C-level tasks
  • ChatGPT on your phone
  • ChatGPT plug-ins
  • Apps outside of ChatGPT that use it
  • ChatGPT compared with Gemini and Copilot
  • How to integrate ChatGPT with other apps for workflow automation
  • Cautions and warnings when using ChatGPT, especially in research
  • Where to find copyright and privacy terms
  • AI terms, explained
  • Ideas, ideas, and more ideas on how to save time with ChatGPT
  • Over 70 screen prints
  • A dozen illustrations
  • 265 pages
  • PDF, downloadable format

This ebook was published late February 2024, reflecting up-to-date changes in the fast-evolving AI world. This book was not written, edited, or generated by ChatGPT or any other AI (except for the individual answers the author has have pasted in the pages that are a result of the prompts she shows).

Every week you don’t use this tool, you are losing hours of productivity, so don’t wait. Jump on the AI train now for competitive advantage – or at least see what the fuss is all about so you can weigh the benefits and pitfalls and evaluate it for yourself.

Sandi Leyva

Author: 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.



Chapter One: Overview of AI

Chapter Two: How ChatGPT Works

Chapter Three: Uses for ChatGPT

Chapter Four: What NOT to Use ChatGPT for

Chapter Five: ChatGPT User Interface and Features

Chapter Six: Apps

Chapter Seven: Prompt Engineering

Chapter Eight: Beyond the Basics

Chapter Nine: Custom GPTs

Chapter Ten: ChatGPT for Marketing

Chapter Eleven: ChatGPT for Practice Management

Chapter Twelve: ChatGPT and Zapier for Workflow Automation

Chapter Thirteen: ChatGPT for Strategic Work

Chapter Fourteen: ChatGPT for Advisory

Chapter Fifteen: ChatGPT for Tax and Accounting Research

Chapter Sixteen: ChatGPT Compared (with Gemini and Copilot)

Chapter Seventeen: Ethics, Copyright, and Privacy Issues


RickHost: 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
265-Page PDF eBook, published 2/24/2024