How much time are you spending on practice management tasks that are necessary, but don’t provide the best value for clients and don’t make the best use of your skills? Enter ChatGPT to save you precious time and help you streamline your workflow. In this course, we’ll show you exactly how to get the most out of ChatGPT in practice management applications.

Practice management can mean a lot of different things, so let’s get on the same page before you sign up. For me, practice management is broad and includes:

• Crafting workflows for all aspects of your business, especially client-facing workflows
• Documenting procedures, creating forms and templates, and writing checklists
• Developing policies like refund policies, privacy policies, protecting client data, and more
• Managing everything related to human relations, including hiring, firing, managing, and more
• Learning and using practice management software. In this course, we’ll specifically mention Karbon, Canopy, TaxDome, and JetPack Workflow, which can all be integrated with ChatGPT

ChatGPT is awesome at becoming your practice management assistant in your tax and accounting firm, and we’ll show you how so you can shave hours off your learning curve.

Course Objectives:

After completing this course, participants will be able to:

• Utilize more than 30 practice management prompts that we will provide in the course to save you prompt-crafting time.
• Name the steps you need to take to integrate ChatGPT with at least one practice management software application.
• Discover a brand new feature in ChatGPT that was rolled out in late November 2023.
• Research the new announcement from November 2023 related to copyright protections.
• Find a feature in ChatGPT that will increase your prompting efficiency, saving even more time.
• Hopefully have a little fun in your job

ChatGPT is evolving so rapidly that the courses I taught last year are already out of date. So, if you’ve had a ChatGPT course with me before, believe me, this will be all-new material and will not be a repeat of any material from last year’s sessions except for my standard warnings which I will only briefly mention.

Join me on this fast-paced, eye-opening journey to transform your practice with the power of ChatGPT. It’s something you really have to see to believe. Once you do, you can be part of the change that sets the standard in the tax and accounting world.

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