ChatGPT for Accountants: Practical Wins in 60 Minutes (Safe + Repeatable Workflows) | AI Deep Dive with Jan Haugo

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ChatGPT for Accountants: Practical Wins in 60 Minutes (Safe + Repeatable Workflows) | AI Deep Dive with Jan Haugan

1 CPE Credit Available

Field of Study - Business Management & Organization

Speaker: Jan Haugo, Founder of smartaccountant.ai

In this 1-hour introductory session, Jan Haugo provides accounting professionals with a practical framework for using ChatGPT safely and effectively in day-to-day firm work. The session focuses on repeatable, firm-appropriate workflows rather than AI theory. Participants will learn a structured prompting method, review data-safety considerations, and see practical examples of how ChatGPT can be used to improve documentation and client communication within an accounting practice.

Learning Objectives

Upon completion of this session, participants will be able to:

1. Identify appropriate and inappropriate uses of ChatGPT within an accounting firm, including data privacy and anonymization practices
2. Apply a structured prompting method to generate more consistent and relevant outputs
3. Convert an unstructured workflow into a documented standard operating procedure (SOP) using AI assistance
4. Draft clear and professional client communications using AI-supported prompts

Cost: Free

CPE Credits: 1

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.