Streamline Your Workflow: Unlock Time-Saving AI Secrets for Your Accounting Firm

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Attention (if you’re an accounting firm owner or work in an accounting firm)…

In just 60 minutes, you will discover how to harness the latest AI advancements to save time and streamline your accounting firm!

Are you looking to save hours each week on repetitive tasks? Do you want to learn how the latest AI tools can revolutionize your accounting firm?

Automation is transforming the accounting industry, and AI-powered GPTs are at the forefront of this change. Discover how you can implement these cutting-edge tools in your firm to boost efficiency and productivity.

Join Mark Wickersham FCA as he reveals the secrets to using GPTs to automate tasks in your accounting firm. You'll learn how to integrate these powerful tools seamlessly into your business operations.

Here’s what you’ll discover…
  • Discover how AI and ChatGPT are transforming time management for accounting firms. The game-changing update from OpenAI in November 2023 that makes it easy to automate many tasks.
  • Unlock the power of GPTs – practical applications for your accounting firm. How to build a powerful GPT in just a few minutes.
  • The critical error to avoid when developing GPTs for your accounting business.

Your Benefits For Attending

  • Identify and Describe Time-Saving AI Applications: Participants will be able to identify specific applications of AI and LLMs like ChatGPT that save business owners time, and describe the processes these technologies automate.
  • Explain and Apply the November 2023 OpenAI Update: Participants will be able to explain the key features of the November 2023 OpenAI update and apply these features to automate various tasks in a business setting.
  • Define GPTs and Implement in Accounting Firms: Participants will be able to define GPTs and implement strategies for using them in accounting firms to improve operational efficiency.
  • Construct Effective GPTs Efficiently: Participants will be able to construct a powerful GPT in a few minutes by following a structured methodology.
  • Recognize and Avoid GPT Creation Mistakes: Participants will be able to recognize common mistakes in GPT creation and implement best practices to avoid these pitfalls.

  1. Introduction
  2. What You Will Learn 00:05:57
  3. ChatGPT For Accountants And Bookkeepers 00:07:56
  4. GPTs - How They Save You Time 00:09:57
  5. ChatGPT Demonstation 00:13:06
  6. Email Responder 00:14:13
  7. Key Features 00:17:35
  8. Practical Applications 00:25:06
  9. How To Build A GPT 00:29:01
  10. Core Components Of An Effective Prompt 00:32:23
  11. Clean-Up Reports Demonstration 00:33:22
  12. How To Build The GPT 00:39:08
  13. The Virtual Summit 00:53:21
  14. Connect With Me 00:58:21
  15. Presentation Closing 01:00:52
  • Mark Wickersham

    Mark Wickersham

    Mark Wickersham – Chartered Accountant, public speaker, and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do [...]

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ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.
  • API - Application Programming Interface 00:22:55
  • Artificial Intelligence (AI) 00:00:12, 00:30:45
  • ChatGPT 00:01:56, 00:05:39, 00:09:27, 00:13:06, 00:21:04, 00:29:08, 00:32:59, 00:44:56, 00:58:38
  • GPT 00:17:39, 00:20:24, 00:23:19, 00:25:11, 00:30:30, 00:32:22, 00:42:55
  • Large Language Model (LLM) 00:44:53, 00:58:34
  • Prompt Engineering 00:30:50, 00:44:11
  • Revenue 00:07:25

API - Application Programming Interface: An application programming interface is a way for two or more computer programs or components to communicate with each other. It is a type of software interface, offering a service to other pieces of software.

Artificial Intelligence (AI): Artificial intelligence is intelligence demonstrated by machines, as opposed to the natural intelligence displayed by humans or animals.

ChatGPT: ChatGPT, which stands for Chat Generative Pre-trained Transformer, is a large language model-based chatbot developed by OpenAI and launched on November 30, 2022, notable for enabling users to refine and steer a conversation towards a desired length, format, style, level of detail, and language used.

GPT: GPT stands for generative pre-trained transformer, which is a type of artificial intelligence (AI) model that uses machine learning to create human-like text and content. GPT models are a key advancement in generative AI and are used in applications such as ChatGPT.

Large Language Model (LLM): A large language model (LLM) is a deep learning algorithm that can perform a variety of natural language processing (NLP) tasks. Large language models use transformer models and are trained using massive datasets — hence, large. This enables them to recognize, translate, predict, or generate text or other content.

Prompt Engineering: Prompt engineering, primarily used in communication with a text-to-text model, is the process of structuring text that can be interpreted and understood by a generative AI model. Prompt engineering is enabled by in-context learning, defined as a model's ability to temporarily learn from prompts

Revenue: In accounting, revenue is the income that a business has from its normal business activities, usually from the sale of goods and services to customers. Revenue is also referred to as sales or turnover. Some companies receive revenue from interest, royalties, or other fees.

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Frequently Asked Questions

AI tools like ChatGPT are transforming workflow efficiency in accounting firms by automating time-consuming tasks that have traditionally consumed hours of professional time each week. Common applications include drafting client communications and email responses, generating first drafts of reports and summaries, cleaning up and reformatting data exports, researching tax and regulatory questions, creating templates and checklists, and synthesizing large volumes of documentation into concise summaries. The key to realizing these time savings is identifying where in the firm's workflow AI adds the most leverage — typically in high-volume repetitive tasks where the cost of professional time is highest relative to output complexity. Accounting professionals who develop fluency with AI tools gain a meaningful competitive advantage in their capacity to serve more clients with the same team, or to redirect senior professional time toward higher-value advisory work.
GPTs (Generative Pre-trained Transformers) are customized AI assistants built on top of platforms like ChatGPT that can be configured with specific instructions, knowledge bases, and behavioral parameters to perform particular tasks relevant to a firm's needs. Since the OpenAI update in November 2023, creating a custom GPT has become dramatically more accessible — accounting professionals with no coding background can build a working GPT in minutes by specifying its purpose, tone, and context through a conversational configuration process. Practical accounting firm GPTs include email response assistants trained on firm communication standards, report clean-up tools that reformat raw data exports into polished client-ready documents, research assistants primed with tax code context, and client intake processors. Building effective GPTs requires thoughtful prompt engineering — insufficiently specific instructions lead to inconsistent outputs that require heavy editing, negating the time savings.
Prompt engineering is the practice of structuring instructions provided to an AI model in ways that reliably produce accurate, useful, and appropriately formatted outputs. For accounting professionals, prompt engineering is the difference between an AI tool that saves significant time and one that generates outputs requiring as much effort to correct as it would have taken to produce manually. Effective prompts typically include clear task definition, relevant context about the firm or client situation, specific format requirements for the output, examples of desired responses, and explicit constraints on what the AI should and should not include. The quality of AI outputs is directly proportional to the quality of prompts — vague instructions produce vague, unreliable results. Developing a library of high-quality prompts tailored to the firm's recurring tasks is one of the highest-leverage investments an accounting firm can make in its AI workflow implementation strategy.
The accounting and bookkeeping workflow contains many repetitive, language-heavy tasks well-suited to AI automation. Email management is one of the highest-impact areas — AI can draft responses to common client inquiries, document request reminders, and status update communications that currently consume disproportionate professional time. Data clean-up and report formatting — taking raw exports from accounting systems and restructuring them into polished, client-ready presentations — delivers immediate time savings. Research tasks including summarizing tax code provisions, identifying implications of regulatory changes, and comparing treatment options can be dramatically accelerated with AI tools and appropriate professional review. Meeting preparation, summary drafting, client onboarding document generation, and first-draft proposal writing are additional areas where AI tools free accounting professionals to redirect their capacity toward higher-value advisory and relationship-building work.
Accounting firms implementing AI tools encounter several predictable pitfalls that undermine expected efficiency gains. The most critical error is deploying AI outputs to clients without expert review — AI models can produce confidently wrong information, particularly on nuanced tax or regulatory questions, and professional accountability cannot be delegated to an algorithm. Insufficient specificity in prompts is the most common technical error, producing inconsistent outputs that require heavy editing. Firms that implement AI without a clear data privacy and client confidentiality policy risk inadvertently exposing sensitive information through public AI interfaces. Underinvesting in training and adoption support leads to inconsistent use across the team, reducing collective efficiency gains. Finally, firms that treat AI solely as a cost-cutting shortcut miss the strategic opportunity — the greatest value comes from using time saved to deepen client advisory relationships and expand service offerings rather than simply reducing overhead.