Passed on ChatGPT the First Time? It’s Time to Think Again.

ChatGPT is evolving so fast you’ll need weekly updates.

By Sandi Leyva

Tax and accounting professionals are used to keeping up with new tax laws that arrive rapidly. One thing that’s changed faster than tax law this year is AI, specifically the features of ChatGPT.

Check out our webinars on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
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If you decided to use ChatGPT a few months ago, this software tool has changed drastically. And the new features are breathtaking.

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How to Leverage ChatGPT in Advisory Work

Learn the language of commands and prompts. And check the math.

By Sandi Leyva

The generative AI model ChatGPT, developed by OpenAI, has been out for over a year. Yet, roughly half of the accounting professionals taking my ChatGPT webinars haven’t found the time to try it out yet. In this article, I want to give you a sneak peek into just one of the many tasks ChatGPT can perform for you to shorten your day potentially.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Let’s say you have a client with some advisory questions. They want to know the answers to the following four questions based on sales data for a particular period:

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Your ChatGPT Checklist: Get Started with Generative AI

What accountants need to know today.

By Sandi Leyva

ChatGPT is a game-changing technology for accounting and tax professionals. If you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. Like any technology, it has some pitfalls you must be aware of. But that shouldn’t stop you from at least seeing what all the fuss is about.

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Here’s a 12-item checklist to get you started on ChatGPT:

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Accounting Tech Doesn’t Have to Be Daunting

Getting unstuck on the tech stack and how to use AI today.

By Seth Fineberg
Analysis & Commentary

You’ve probably realized by now that the accounting profession has reached an inflection point. Professionals’ trust in the vendors that create and distribute the essential technology they use is strained at best. And with automation once again at the forefront, the very nature of accountant tasks is up for debate.

LIVE CHAT: Watch or listen to the entire Flash Briefing here.

In short, we needed a non-sponsored, real chat with actual practitioners who, by all accounts, know what it’s like to be a tech-forward accountant. Moreover, they know that’s not what the profession is comprised of and, despite being innovative, have struggled with tech adoption over the years. This is what our recent Flash Briefing, “Getting Real: The Accounting Tech Decisions You Need to Make Today,” was all about.

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