Bringing Efficiency to your Practice with ChatGPT Webinar

Ready to reduce time on low-value tasks and free up space to grow? 

This session will show you how to integrate ChatGPT into your daily practice routines - without overcomplicating things or taking unnecessary risks. 

You'll learn: 

✅ Where ChatGPT actually works in accounting - and where it doesn’t 

✅ 10 day-to-day tasks you can speed up using AI (emails, recaps, client responses) 

✅ How to build mini-systems around ChatGPT: prompt banks, task workflows, SOP starters 

✅ Examples of using AI for reporting prep, meeting notes, training docs, and template creation 

✅ How to introduce AI to your team - and track who’s using it well 

✅ Common mistakes and how to build a simple “human check” process 

✅ Tools and setups that make ChatGPT feel like a part of your tech stack, not a side hustle 

Whether you're solo, managing a team, or just starting with AI, this session is packed with ready-to-use strategies to give you time back - not more to do. 

👥 Who It's For: 

•  Accountants and bookkeepers ready to explore practical AI 
• Admin and support staff looking for faster ways to do daily work 
• Firms wanting to embed AI into their current systems, not start from scratch

WEBINAR PLUS....

🎁 VIP Offer: ChatGPT Efficiency Toolkit for Accounting Teams (Valued at $1,500) 

Practical tools to help you get results from ChatGPT immediately — with no guesswork. 

🔧 Included in the VIP Bundle: 

1. Proven ChatGPT Prompts and Custom GPT for Accountants, Advisors and Support staff with outside the box Idea 

🛠️ 2. Practical Problems Solved Using ChatGPT – Mini Case File Pack 

 Real-world issues, solved using AI. Each example includes: 

The problem scenario (e.g. “Client keeps asking for scope outside engagement”) 

 The ChatGPT prompt used 

 The output summary + what was tweaked by the user 

 Includes cases across admin, client care, BAS, and workflow docs 

🤖 3. Access to a Custom GPT for Accountants 

 Pre-trained with tone, style, and accounting-specific prompt structure 

 Works via ChatGPT Pro for those with access 

 Optional guide to recreate or clone your own in your firm 

This saves time and boosts consistency across your team