AI for Accountants Revenue Specialist Certificate Series

Course Objectives 

AI Adoption Playbook for Accountants

Topics Covered:

• Rapid-Start Philosophy and Mind-Set
• Governance, Data Security & No-Go Zones
• Practical Adoption Framework & “Prompt Parties”
• AI as a Collaborative Teammate
• Conversational Prompting Best Practices
• High-Impact Use Cases in Audit, Tax & Advisory
• Power Prompt Library & Hallucination Checks

Learning Objectives:

• Identify core principles that drive successful AI adoption.
• Differentiate acceptable versus prohibited AI uses in accounting contexts.
• Apply a step-by-step framework to pilot low-risk AI workflows.
• Develop effective prompts that elicit accurate, verifiable outputs.
• Analyze AI-generated content for hallucinations and ethical risks.
• Integrate AI tools to streamline data analysis, reporting, and client communication.
• Evaluate feedback loops that sustain firm-wide AI capability growth.

GPT Builder for Accountants

Topics Covered:

• What GPT Builder is and how it works
• Key differences between Custom GPTs, Projects, and Scheduled Tasks
• How to design AI assistants for specific accounting workflows
• Uploading and grounding GPTs in accounting documents
• Voice-based interactions and real-time financial Q&A
• Use cases for tax prep, compliance, and audit analysis
• Comparing GPT Builder with Claude, Gemini, NotebookLM, and Perplexity

Learning Objectives:

• Define GPT Builder and describe its relevance to accounting
• Differentiate among GPTs, Projects, Tasks, and other AI assistant platforms
• Create customized GPTs grounded in accounting documents
• Implement AI tools to automate financial analysis and reporting
• Evaluate GPT output accuracy using evidence-based prompts
• Design GPTs for strategic advisory and client interaction
• Share and scale GPTs to enhance team productivity and client service

How to Build a Custom AI Chatbot in Plain English

Topics Covered:

• Overview of AI chatbots and their application in accounting
• No-code tools for building custom GPTs
• Using NotebookLM to create interactive financial assistants
• Creating voice-enabled AI agents with ElevenLabs
• Dedicated workspace bots for audit, tax, and advisory functions
• Case studies: Financial Statement Reviewer Bot and News Opportunity Analyzer
• Ethical, legal, and privacy considerations in chatbot use

Learning Objectives:

• Define the function of AI chatbots in the accounting profession
• Describe how no-code AI tools empower CPAs
• Demonstrate how to build a chatbot that analyzes financial documents
• Use AI to enhance client communications and service delivery
• Assess chatbot platforms for tax, audit, and advisory applications
• Apply chatbot use cases to real accounting workflows
• Evaluate ethical considerations and data governance risks

Using AI to Instantly Transform Ideas into Revenue Streams

Topics covered:

• The Trinity of AI Resonance: CoAsk, CoReceive, CoAct
• Prompt engineering for clarity, creativity, and cashflow
• Listening for signal: emotional resonance in AI responses
• Rapid go-to-market planning using AI outputs
• Visual and verbal storytelling for monetization
• AI-enhanced brand and product development
• Real-world examples and infographics of instant idea-to-income flows

Learning objectives:

• Formulate effective meta-prompts to unlock deeper AI insight
• Identify emotionally charged AI outputs using resonance signals
• Translate AI responses into 24h/7d/30d execution plans
• Create visual assets and landing pages using AI design tools
• Evaluate and refine AI-generated outputs for business performance
• Apply the CoAsk-CoReceive-CoAct loop to any niche or market
• Collaborate with AI as a strategic business co-creator

ChatGPT & Advanced Policy Manual Development for Accountants

Topics covered:

• The evolving role of accountants as AI-enhanced policy architects
• The 5-Level AI Policy Power-Up Framework
• Deep learning and advanced research in regulatory policy
• Visual storytelling with GPT-4o and Napkin.ai in policy manuals
• Audio transformation of policy content using NotebookLM
• Risks of AI misuse in policy work (bias, hallucinations, overreliance)
• Real-world policy manual templates (Canada and U.S. finance departments)

Learning objectives:

• Describe the key components and importance of internal policy manuals
• Apply structured ChatGPT prompts to generate CPA-compliant policies
• Integrate compliance frameworks such as SOX, PIPEDA, GDPR, and CPA codes
• Create audit-ready documentation using AI-powered workflows
• Analyze and mitigate risks of AI use in policy development
• Design visual and audio enhancements for greater policy clarity and engagement
• Evaluate outputs from multiple AI platforms (e.g., Claude, Gemini, Perplexity) to enhance policy insight

AI for Accountants Strategy and Research Specialist Certificate Series

Course Objectives 

AI FAQs for Accountants

Topics Covered:

• Is AI safe to use in accounting?
• Understanding and preventing AI hallucinations
• Clarifying the piracy and privacy myths around GenAI
• Choosing the best and safest AI platforms for accountants
• How leading firms introduce AI through “prompt parties”
• Deep research tools and multi-model (“chains of brains”) strategies
• AI fatigue, disclosure practices, and how to never be replaced by AI

Learning Objectives:

• Describe how AI can be safely integrated into accounting workflows
• Distinguish between AI myths and current realities using evidence-based reasoning
• Evaluate AI platforms and tools based on security, utility, and fit
• Construct prompts and use GenAI effectively in daily accounting work
• Demonstrate how to run a prompt party to foster AI experimentation within teams
• Apply ethical and professional standards when using GenAI with client data
• Formulate strategies to remain indispensable by focusing on human insight and empathy

AI Lessons Learned for Accountants

Topics Covered:

• Prompting with presence and emotional intelligence
• AI as synthetic teammate vs. passive tool
• Voice and vision workflows for AI collaboration
• The capability overhang: untapped AI potential in accounting
• AI-generated financial songs and podcasts
• The rise of “Vibe Accounting” and hyperautomation
• Strategic, ethical, and cultural considerations in AI adoption

Learning Objectives:

• Recognize the shift from AI as a tool to AI as a teammate
• Demonstrate how intentional prompting influences AI output
• Evaluate the role of synthetic colleagues in finance workflows
• Apply multimodal AI strategies (voice, vision, text) to accounting tasks
• Analyze the risks and opportunities of the AI capability overhang
• Create innovative content using AI-generated financial narratives
• Reflect on the ethical and emotional implications of AI-human collaboration

AI Prompt Engineering Master Class for Accountants

Topics Covered:

• Fundamentals of AI prompt engineering in accounting
• Dynamic roles: shifting between creative director, troubleshooter, and domain expert
• Granular task decomposition for precision and efficiency
• Voice engagement and multimodal AI collaboration
• Advanced prompt modifiers: tone, length, audience, and style
• Tools for minimizing hallucinations and blind spots
• Contrarian prompts, self-critique, and insight ranking techniques

Learning Objectives:

• Define AI prompt engineering and its relevance to accounting tasks
• Apply role-based prompting to enhance AI collaboration
• Deconstruct complex accounting problems into structured prompts
• Customize AI responses using tone, length, and audience parameters
• Evaluate AI outputs for logic, accuracy, and ethical integrity
• Formulate prompts that surface contrarian insights and minimize bias
• Create advanced prompts to support audit, tax, and advisory functions

Generative AI Strategy for Accountants

Topics covered:

• Overview of generative AI and its core mechanisms
• Key distinctions between generative and legacy AI
• Case study: PwC’s multimodal use of generative AI
• AI applications in audit, tax, training, and compliance
• Emerging tools: ChatGPT, Leah, Harvey, Gemini, Sora
• AI for ESG reporting, marketing, and risk assessment
• Strategies for embedding AI into everyday workflows

Learning objectives:

• Define generative AI and contrast it with legacy AI systems
• Identify key applications of AI in accounting practices
• Analyze real-world use cases, including PwC’s AI strategy
• Evaluate tools that support AI-enhanced decision-making
• Apply AI prompts for forecasting, reporting, and onboarding
• Integrate AI into compliance and document workflows
• Reflect on ethical, strategic, and professional implications of AI adoption

ChatGPT and Advanced Accounting Research

Topics covered:

• Key differences between Google and AI in accounting research
• Setting up AI personas and prompt priming for accuracy and depth
• Using ChatGPT Tasks to automate accounting research workflows
• Exploring AI ecosystems tailored to accounting roles and firms
• Leveraging deep research platforms for tax and compliance updates
• Multimodal tools like NotebookLM for auditory financial storytelling
• Navigating ethical considerations and avoiding AI misinformation

Learning objectives:

• Differentiate between manual and AI-enhanced accounting research
• Create AI personas to generate targeted, role-specific insights
• Apply prompt priming to refine accounting research questions
• Integrate AI ecosystems into financial analysis workflows
• Evaluate AI outputs for accuracy, bias, and source credibility
• Automate research using ChatGPT’s scheduled task functionality
• Analyze ethical implications of using AI in compliance and reporting