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GPT Builder for Accountants

Oct 9
9:00 - 11:00 a.m.

Online

2.00-Other
CPE Credits

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.

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

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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. GWGPTBA2 Level: Overview

Prerequisites: Basic understanding of accounting principles and familiarity with ChatGPT is recommended, though no coding or technical expertise is required.

Notes
You will receive an email confirmation with the course link and details. This email will come from webinars@cpacrossings.com. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If you still cannot locate the email, call the CPA Crossings Webinar Helpdesk at 877.370.2220 for assistance.