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The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems
The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems | AI Deep Dive with Jan Haugan
1 CPE Credit Available
Field of Study - Business Management & Organization
Speaker: Jan Haugo, Founder of smartaccountant.ai
In January, you learned where AI fits in accounting workflows and where it doesn't. You learned the prompting framework and the 3-tier data classification for safety.
In this hands-on build session, we move from prompts to systems. Prepare to be hands-on: you'll be building alongside Jan, not just watching.
You'll learn the difference between prompts, Projects, and Custom GPTs and why that matters when you're building an AI Operating System for your firm instead of just using ChatGPT for one-off tasks.
Then you'll build two strategic AI systems with Jan:
- AI Policy GPT – A governance tool that helps your firm—and your clients—adopt AI safely by defining allowed use cases, prohibited activities, data handling rules, and review expectations. This becomes both an internal compliance tool and a billable advisory offering.
- Advisory Analysis Pipeline – A cross-platform workflow that transforms raw financial data into strategic executive dashboards using ChatGPT for analysis and Claude for beautiful client-ready formatting. Turn month-end close deliverables into high-value advisory conversations your clients will pay for.
Along the way, you'll see 25+ AI use cases across client work, operations, HR, profitability analysis, and advisory services showing you what's possible when you move from prompts to institutional AI systems.
This session is designed for firm owners and leaders who want AI to become an institutional asset, not another tool their team uses inconsistently.
You'll leave with working frameworks, build instructions, a clear implementation roadmap, and a vision for how AI elevates your firm from compliance provider to strategic advisor.
LEARNING OBJECTIVES
By the end of this session, participants will be able to:
- Distinguish between prompts, Projects, and Custom GPTs, understanding when to use each approach and how they work together to create an AI Operating System rather than disconnected individual tasks.
- Build an AI Policy GPT that defines allowed AI use cases, prohibited activities, data handling rules, and review expectations—serving as both an internal governance tool and a client-facing advisory offering that positions the firm as a trusted AI guide.
- Learn how to create an Advisory Analysis Pipeline that transforms raw financial data (P&L, balance sheet, cash flow) into strategic insights and executive dashboards using a multi-platform AI workflow (ChatGPT for analysis, Claude for client-ready formatting).
- Identify 25+ high-impact AI use cases for Projects and Custom GPTs across client work (month-end close, GL review), internal operations (capacity planning, workflow bottlenecks), HR (onboarding, performance reviews), profitability analysis, and advisory services.
- Position AI-powered systems as both internal efficiency tools and billable advisory offerings, demonstrating how the same AI infrastructure that improves firm operations can generate new revenue streams while elevating the firm's strategic positioning.
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.