GPT Builder for Accountants
2.00 Credits
Member Price $89
Non-Member Price $109
Overview
This course provides a concise overview of using ChatGPT’s GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications. custom versions of ChatGPT with added skills and knowledge for specific tasks or industries. This course is designed to guide accountants on how to leverage these enhanced ChatGPT functionalities to streamline financial workflows, analyze data, and engage in more dynamic, multi-modal interactions.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Introduction to GPT Builder platform and interface for accounting professionals
- Creating accounting-specific custom instructions and knowledge bases
- Implementing financial data analysis capabilities through GPTs
- Designing GPTs for tax preparation assistance and compliance checking
- Building client communication tools with accounting terminology
- Enhancing bookkeeping efficiency with automated GPT workflows
- Security and confidentiality considerations for financial data
Prerequisites
Basic understanding of accounting principles and familiarity with ChatGPT is recommended, though no coding or technical expertise is required.
Designed For
This course is ideal for accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks.
Objectives
After attending this presentation, you will be able to...
- Design custom GPTs that address specific accounting challenges and workflows
- Develop effective instructions that ensure GPTs follow accounting standards and best practices
- Analyze existing accounting processes to identify opportunities for GPT automation
- Create knowledge bases with accounting regulations, tax codes, and firm policies
- Evaluate the effectiveness of accounting GPTs through testing and refinement
- Implement security protocols to protect sensitive financial information in GPTs
- Apply GPT Builder to generate practical accounting tools that increase productivity
Preparation
None
Leader(s):
Leader Bios
Garrett Wasny, CPA Crossings, LLC Two Commerce Square
Garrett Wasny, MA, CMC, CITP/FIBP is a professional development consultant to accountants, attorneys, and engineers worldwide and a former management consultant with Pricewaterhouse. He advises high skill knowledge workers on how to thrive in the digital age and unleash their online potential using productivity, search, mobile and social technologies. He has authored two books: Global Business Resources.com, published by McGraw-Hill, and How to Conquer the World published by Government Institutes in Washington, D.C. He has also co-authored Using the Web to Compete in a Global Marketplace, published by John Wiley & Sons. His other writing credits include 20 e-books and more than 100 published articles on internet strategy for dozens of leading business publications worldwide. He’s also an award winning speaker who’s delivered more than 1,000 webinars and seminars on internet topics to hundreds of organizations in North America, Europe and Asia.
Non-Member Price $109
Member Price $89