Your ChatGPT Checklist: Get Started with Generative AI
What accountants need to know today.
By Sandi Leyva
Get started with ChatGPT CPE here.
What accountants need to know today.
By Sandi Leyva
Get started with ChatGPT CPE here.
The most widely used office software is now more convenient.
By Rick Richardson
Technology This Week
Microsoft has created a Windows App for iOS, iPadOS, macOS, Windows and web browsers. The application effectively transforms the old Windows 365 app into a central location for accessing Microsoft Desktop Services, Azure Virtual Desktop, Windows 365, Microsoft Dev Box and streaming a copy of Windows from a distant PC.
MORE: Study: Solar Will Lead Global Energy by 2050 | FCC Approves Superfast Wi-Fi Tethering | Major Websites Blocking Content from AI Crawlers | Printer Ink: Not Just Expensive, but a Blatant Scam? | Generative AI Coming to Microsoft 365 | Electronic Skin That Can Sense Touch Will Transform Robotics | ChatGPT Passes CPA Exam on Second Try
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Microsoft supports device redirection for peripherals such as webcams, storage devices and printers, as well as configurable display resolutions and scaling. These features are accessible through its Windows App. The preview version of the Windows App isn’t currently available for Android, though.
The profession will reap some of the greatest impact.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
OpenAI, the creator of the wildly popular artificial intelligence (AI) tool ChatGPT, conducted a research study with the University of Pennsylvania. It identified the occupations with the most significant impact potential because of large language models (LLMs, like ChatGPT). Among the occupations with the highest exposure to AI are accountants, auditors and tax preparers!
MORE: Seven Things You Must Know about AI
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What does it mean?
1. To quote some (edited somewhat for more straightforward reading) of the essential notes from the research:
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These tips work for referrals, too.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
Networking is an essential part of building your business.
Whether you network locally, nationally or internationally, there are some tips that are common to all businesses:
MORE: Five Ways to Target the Low-Hanging Fruit | Eight Ways to Build Busy-Season Stamina | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News
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1. Be crystal clear about what you do and how people can use you. Also know exactly who your ideal client is in case you’re asked. If you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they want to.
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Be serious, not amused.
By Hitendra Patil
Rise of The AiCCOUNTANTS
Unless you live under a stone, you would have heard about all the craze ChatGPT has created recently. And most likely, you, too, are amused by it.
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An artificial intelligence-powered tool, it is one of the first that allowed people to directly interact with AI in a familiar way how we use chat functions on mobile phones and websites. This ease of access and usage gave it a huge fan following. Moreover, it triggered a tsunami of new AI tools emerging all over the internet.
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One idea: a client service coordinator.
By Tamera Loerzel
The Rosenberg MAP Survey
EDITOR’S NOTE: Every year, the Rosenberg MAP Survey asks the industry’s top consultants to share their observations from CPA firms across the country. How do you think the next 12 months will unfold? Also, how would you assess the last 12 months?
While everyone is cautiously watching the economy, client needs and demand for accounting and advisory services continues to increase. Firms have to figure out how to run their practices differently to be available to do more with clients, help them solve problems, and make the shifts they need to make, too.
MORE: Outsourcing, Remote Work Will Help Firms Grow Capacity, Revenue | ‘Great Shakeup’ in CPA Firms on the Way | PE, Consolidations to Keep Impacting Accounting Profession | Soft Skills Are Front and Center | It’s Time for a New Business Model
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While 2023 busy seasons may have been “better,” a lingering fatigue continues. Firm leaders who are focused on new ways of doing business, staffing and serving clients will find relief and the ability to focus on important initiatives in their firms. And empower young partners and managers to try new things and lead change initiatives. They can see what’s possible and will make it happen.
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We have to remember to offer this information.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
I’m pretty sure that I am not the only accountant who has made the following mistakes with clients. Here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.
MORE: Are Your Revenue Projections Realistic? | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News | Four Ways Small Firms Can Beat Large Ones
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1. Clients do not know how to evaluate our technical skills.
If you need to hire an accountant, chances are you don’t know a lot about accounting. It just follows that you’re not going to be perfect at hiring an accountant. As accountants, we need to remember that it’s not our technical prowess that gets us the job because the client has no way of evaluating that piece.
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