If you are a principal in an accounting or tax firm, your job – among countless other hats – is to think strategically. With all of your daily duties and fires to put out, you might have little time for this important aspect of your work. Enter ChatGPT, who can get your strategic juices flowing and efficiently help you with insights you might not have thought about before.

In this course, we’ll show you creative ways to get ChatGPT to help you with strategic endeavors. With ChatGPT’s broad base of knowledge, you can have it tap into current trends affecting the profession, write complete strategy plans for you, suggest new service line ideas, develop scenarios, and more.

This topic is one our participants asked for, and we’re pretty jazzed about it too!  After completing this course, you’ll be able to:

• Generate a dozen prompts that provide strategic insights for your firm
• Name several use cases specific to strategic planning for tax and accounting firms
• Create a custom GPT specializing in your firm’s strategy for better answers
• Understand how to get ChatGPT to create scenarios to gain foresight into the future
• See how ChatGPT can play a role in developing strategy for your firm

While ChatGPT will definitely save time, using it for strategy work can also help you generate powerful ideas that have the possibility of becoming significant for your firm.

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