ChatGPT for CPAs and finance professionals

Overview

Option 1 – Accuracy & compliance focus (masterclass)

Accuracy and professional responsibility remain critical as AI enters accounting. In this 90-minute masterclass, Ray explains how ChatGPT, AI, and Excel can be used safely by CPAs to support audit, compliance, and documentation. Learn mastering techniques that improve accuracy while keeping human judgment firmly in control.

Key benefits:
• Apply AI safely in audit and compliance contexts
• Reduce risk from errors and hallucinations
• Strengthen documentation and defensibility

Option 2 – Productivity & automation focus (made easy)

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made easy—without compromising quality or ethics.

Key benefits:
• Automate common Excel and reporting tasks
• Save hours on data cleanup and drafting
• Improve productivity with controlled AI use

Option 3 – Insights & professional judgment focus

AI should support judgment, not replace it. In this forward-looking masterclass, Ray demonstrates how ChatGPT, AI, and Excel help CPAs analyse data, identify risks, and produce clearer insights. Learn how mastering AI understanding enhances professional value across finance and accounting roles.

Key benefits:
• Improve analysis and insight quality
• Balance AI assistance with professional judgment
• Prepare for the future of the CPA profession

Why You Should Attend

Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimisation
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognised for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

Who Will Benefit

• CPAs and finance professionals who want a clear, practical understanding of how ChatGPT and AI can be used safely with Excel to improve productivity, accuracy, and insight—without risking compliance, ethics, or professional judgment.

Areas Cover In The Session

• Building a Reusable Prompt Toolkit for CPAs and Finance Professionals
• What ChatGPT Can and Cannot Do in Accounting and Finance
• Using ChatGPT Safely with Financial and Client Data
• Prompt Engineering Basics for CPAs and Finance Teams
• Automating Excel and Spreadsheet Tasks with ChatGPT
• Budget, Forecast, and Variance Analysis Using ChatGPT
• Detecting Errors, Anomalies, and Data Quality Issues with ChatGPT
• Drafting Client Emails, Reports, and Memos with ChatGPT

Extended Learning Topics

In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.

These topics will also be presented and demonstrated live during the webinar where time permits.

• ChatGPT in Audit, Compliance, and Documentation Support
• Preventing Errors and Hallucinations in Financial Outputs
• Shortcuts, tips and tricks