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

On Demand Webinar

Webinar Details $219

  • Webinar Length: 60 Minutes
  • Guest Speaker:   Mark Wickersham
  • Topic:   Accounting, Taxation and Accounting
  • Credit:   ATATX 1.0, CPE 1.0
All Access Membership

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
  • 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.


Guest Speaker

  • Mark Wickersham

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ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.