CPAs and accountants spend long hours on reconciliations, tax memos, audit walkthroughs, and management reports. AI can shorten the parts that should be short and free your judgment for what actually requires it. This course teaches the workflows that hold up in front of a partner, an auditor, or the IRS.
This 5-day course is built for working accountants — staff at a Big Four practice, controllers at a mid-size company, sole-practitioner CPAs, bookkeepers, and tax preparers. The goal is not to make you an AI expert. The goal is to give you five workflows you can use on Monday morning and a clear sense of what AI can and cannot do safely on a regulated workflow.
Each day produces a real deliverable — a templated journal-entry assistant, a reconciliation accelerator, a tax-memo first draft, an audit-evidence summarizer, and a month-end close playbook. By Friday you will have a small toolkit that lives in your engagement folders. By Monday you will be using it on real work.
This course assumes nothing about your AI experience. It does assume you know debits and credits, you have used Excel, and you understand that anything you put into a public AI tool becomes part of someone else's training data unless you choose otherwise. We will cover the data-handling rules carefully because they matter for client confidentiality and AICPA Code of Conduct compliance.
Each day stands alone. Read in order for the full picture, or jump to the day that solves your most painful workflow first.
How to use AI to draft routine journal entries, reconcile bank and credit-card accounts, and flag exceptions for review. The data-handling rules that keep client info safe.
Drafting tax research memos with AI — IRC, Treasury Regs, case-law citations — and how to verify what AI gives you before signing your name to it.
Using AI to summarize agreements, walk through internal-control narratives, and assemble first-draft workpapers that pass partner review.
Turning a trial balance into a CFO-ready management report. Variance commentary, driver-based explanations, and forecast updates with AI.
The full close playbook — accruals, prepaids, allocations, intercompany, flux review — with AI in the loop. How to compress a 10-day close to 5.
By the end of the week, you will have done the following at least once and have templates to repeat them on real engagements.
Use AI to flag exceptions on bank, credit-card, and intercompany reconciliations — and document the review trail your senior expects.
Produce a defensible first draft with proper IRC and Treasury Reg citations, then verify each citation before you sign your name.
Pull material terms, off-balance-sheet implications, and revenue-recognition impacts from a 60-page agreement in minutes, not hours.
Turn raw variance numbers into the kind of plain-English explanation a CFO actually wants to read. Same numbers, ten times faster.
Build an AI-augmented close calendar that compresses the routine portions and reserves your judgment for the entries that need it.
Know which workflows are safe, which require client consent, and which AI tools to never put PII or PHI into. AICPA-aligned guardrails throughout.
You audit, prepare returns, and write memos all week. AI is the new staff associate. This course teaches you how to delegate to it without giving up your professional standards.
You own the close, the management report, and the audit. AI compresses the routine and frees you for the judgment calls. This course teaches the close-acceleration playbook.
You run a small practice or work for one. AI lets you serve more clients without hiring. This course teaches you which workflows scale and which still need your eye.
If accounting AI fits your work, these companion courses are the next-best fits.