From Prompts to Performance: Applying ChatGPT to Real Accounting Tasks (Part 2) (On-Demand)

Course Description

Once you understand the basics of ChatGPT, the next step is learning how to use it strategically—at a level that meaningfully improves speed, accuracy, and workflow quality. Part 2 of this series moves beyond foundational prompts and dives into advanced techniques designed specifically for accounting and finance work.

Participants will learn how to structure multi-step prompts, validate AI-generated outputs, and build repeatable workflows that support tax research, audit planning, internal controls, reconciliations, policy drafting, and financial analysis. This course emphasizes controlled use of AI—where the professional remains fully accountable but leverages ChatGPT as a powerful assistant to accelerate complex, detail-heavy work.

Through real-world examples and hands-on scenarios, accountants will see how ChatGPT can draft documentation, interpret technical standards, identify anomalies, propose control enhancements, and help prepare client-ready deliverables. The session also covers emerging compliance considerations, data-safety best practices, and how firms are beginning to integrate AI into risk management and quality control frameworks.

Part 2 gives finance professionals the practical, higher-level skills needed to confidently use ChatGPT in daily work—while ensuring outputs remain accurate, defensible, and aligned with professional standards.

Syllabus

1. Advanced prompt structures for multi-step accounting workflows
2. Using ChatGPT to analyze trends, anomalies, and narrative explanations
3. Drafting audit workpapers, planning memos, and walkthrough documentation
4. Creating models, checklists, and recurring templates with AI
5. Using ChatGPT for tax research summaries and position analysis
6. Enhancing internal controls documentation and risk assessments
7. Turning raw data or spreadsheets into clear narratives
8. Validating accuracy, identifying hallucinations, and double-checking AI output
9. Data security, confidentiality, and firm compliance considerations
10. Building repeatable AI-enabled workflows for month-end and advisory services