Become An AI Revenue Specialist
For CPAs ready to move from theory to execution
AI isn’t just on the horizon—it’s already rewriting the rules of audit, tax, and advisory at warp speed. Clients now expect real-time insights, partners are pushing for new revenue streams, and regulators still demand airtight compliance. The result? Most accounting teams are feeling the pressure, but few know how to harness AI in a way that’s profitable, secure, and reputation safe.
That’s where the AI for Accountants — Revenue Specialist Certificate Series comes in. This five-course, hands-on training program by Garrett Wasny is built to transform you into your firm’s go-to AI revenue generator—fast. You’ll skip the fluff and go straight into building practical, client-facing AI tools that deliver measurable value from day one.
Through 16 hours of NASBA-Approved CPE, you’ll work in a guided AI Build Lab format—designing, testing, and deploying tools that automate complex workflows, uncover advisory opportunities, and help you create new billable services. By the end, you won’t just understand AI—you’ll have built a portfolio of working solutions that drive both client satisfaction and firm growth.
The following courses are included:
- AI Adoption Playbook (4 Hours)
- GPT Builder for Accountants (3 Hours)
- How to Build a Custom AI Chatbot (3 Hours)
- Using AI to Instantly Transform Ideas into Revenue Streams (3 Hours)
- GPT and Advanced Policy Manual Development for Accountants (3 Hours)
Series Features:
- Courses Qualify for 16 hours of NASBA Approved CPE (No IRS CE)
- Courses are on demand; take at your own pace.
- Access never expires; you have forever
If you have any questions regarding this offer or to inquire into volume discounts for group
training, please contact Kevin Forcier at ktf@lambers.com
What You Will Learn
AI for Accountants Revenue Specialist Certificate Series
1. AI Adoption Playbook — From Chaos to Clarity
You’ll get an actionable strategy map, governance guardrails, and a ready-to-use risk-mitigation checklist so you can roll out generative AI with confidence, creativity, and compliance—day one.
2. GPT Builder for Accountants — No-Code, Full Power
Discover how to design custom GPTs that automate reconciliations, perform real-time financial analysis, and surface insights on demand—without writing a single line of code.
3. How to Build a Custom AI Chatbot — Your Voice, Your Value
Imagine launching a client-facing bot that answers complex tax questions in your tone and even speaks through ElevenLabs. You’ll deploy productive chatbots that elevate service and future-proof your practice—no coding required.
4. Using AI to Instantly Transform Ideas into Revenue Streams — The Trinity of AI Resonance™
Learn the CoAsk-CoReceive-CoAct loop that turns raw ideas into market-ready assets—in as little as 24 hours—while AI co-creates brand, copy, and go-to-market visuals alongside you.
5. ChatGPT & Advanced Policy Manual Development — Audit-Ready in Record Time
Leverage a five-level AI integration framework to craft CPA-compliant, audit-ready policy manuals enriched with multimodal storytelling—slashing weeks of drafting down to hours.
6. FREE Bonus Course: AI Lessons Learned for Accountants. Dive into battle-tested stories, voiceprint prompting, vibe accounting, synthetic teammates—that reveal what really works (and what doesn’t) when humans and machines co-create forecasts, podcasts, and even financial songs. Walk away with guardrails, not bruises.
AI for Accountants Revenue Specialist Certificate Series
5 Courses 16 Hours of NASBA Approved CPE
FREE BONUS Course: AI Lessons Learned for Accountants 3-Hours.
Save 60% Only $199
AI for Accountants Revenue Specialist Certificate Series Sample Video
About the Instructor:
Garrett Wasny MA, CMC, CITP/FITP is a Certified Management Consultant and widely recognized AI evangelist, digital navigator, and innovation amplifier. Garrett was honored in 2025 as AI Instructor of the Year for his groundbreaking contributions to AI and technology education. Garrett has trained tens of thousands of CPAs and accountants in over 60 countries. Garrett’s dynamic training unlocks new dimensions of AI synergy that inspire experimentation, drive collaborative intelligence, and transform CPAs into Chief Future Officers.