Webinar

New

GPT Builder for Accountants

Saturday, May 10, 2025
8-10 a.m. Central
2 CPE (2 technical)

Course code: 25WX-0615
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Firm administrators: Please log in before starting the employee registration process.

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.

Major subjects

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

Learning objectives

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

Who should take this program?

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

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Garrett Wasny, MA, CMC, CITP/FIBP

Location Online

Area
of study Information technology

Field(s)
of study Information Technology - Technical (2.0)

Level Overview

Format Group Internet Based

Sponsor CPA Crossings, LLC
NASBA ID#: 108744

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

Advance
prep None

Cancellation
policy Receive a full refund if you cancel at least four business days before the event start date.
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