GPT Builder for Accountants

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

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.