Unleash AI Power in Accounting:

Skyrocket Your Productivity with ChatGPT 

A Webinar with Sandi Leyva, CPA

How does saving up to two hours per day on mundane tasks sound so you can get home to your family faster?  Do you want to stay up-to-date with tech trends so you can attract the best clients? Are you ready to not only find out what all the fuss is about concerning ChatGPT, but become a power user in a short period of time?

If you said yes to any of the above questions, then you’re in the right place. ChatGPT is the latest tech tool to revolutionize technology and create huge productivity gains for your accounting firm. It is creating as much a technology transformation as when PCs first came out, networks were built, or the internet was created.

We’ll start with the basics, then advance quickly to show you how to work with advanced features such as adding plug-ins, using files in your prompts, and configuring complex prompts for use in your accounting and advisory roles. This program is specifically designed to empower you to increase your productivity, boost your revenue, and serve clients faster.

In this course, we’ll cover the following items:

  • Understand the power and perils of ChatGPT and other generative AI tools specifically for accounting and bookkeeping businesses
  • Explore what learning curves you’ll need to overcome
  • See a demo of ChatGPT in action to see the vast scope of what’s possible. If you haven’t seen it yet, you’ll likely be blown away
  • Learn dozens of example prompts (the input for ChatGPT) and their outputs for streamlining accounting tasks such as bookkeeping, correspondence, strategic planning, list-making, procedure development, and so much more
  • Surmount the ability to feed ChatGPT spreadsheet files for your accounting work
  • 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
  • Discover the brand new feature: the growing list of related apps and their three types
  • Study issues and concerns with using ChatGPT and what do to about them
  • Go back to the office with a checklist of suggested action items for mapping out your AI-related firm strategy
  • And much more!

Learning Objectives:

After completing this course, participants should be able to:

  • Understand the vast scope of practical applications of ChatGPT and other generative AI tools in your accounting and bookkeeping workday.
  • Describe how AI tools can automate repetitive tasks and free up time for higher-value advisory services.
  • Gain the new skill of prompt engineering – something you didn’t know you need to learn!
  • 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
  • Recognize the potential risks and benefits of integrating AI tools into your accounting practice.
  • Identify essential data security measures when using AI tools.

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.

Stop working harder than you need to; check out these generative AI tools and decide for yourself how to best use them in your firm. You won’t want to be late to the AI party.

Self-Study Course

Recorded November 9 and 16, 2023

Includes Handout, Video Recording, and Exam

2 Hours, 2 CPE hours (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: None
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet Based
Field of Study: Information Technology
CPE: 1 hour each session (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 each session for a total of 2 for the course


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.

Self-Study Course

Recorded November 9 and 16, 2023

Includes Handout, Video Recording, and Exam

2 Hours, 2 CPE hours (NASBA only, no IRS CE)