Generative AI for Accountants – Smarter Work for Solo and Small Firms

About the Course:

The accounting landscape is undergoing a rapid transformation, driven by the rise of generative AI tools like ChatGPT. For solo accountants and small firms, this shift presents a significant opportunity to improve efficiency, reduce manual workload, and enhance client service—without the need for technical expertise. This practical, beginner-friendly webinar is designed specifically for accountants working independently or in small practices. Participants will explore how generative AI can simplify repetitive tasks, improve communication, and support smarter business operations. The session provides real-life prompts, examples, and workflows that can be immediately applied to accounting practices of any size. Attendees will leave with a clearer understanding of how to leverage AI in their day-to-day work—freeing up time, reducing burnout, and setting the foundation for long-term growth and competitiveness.

Course Objectives:

By the end of this 60-minute session, participants will be able to:

• Understand the fundamentals of generative AI and how tools like ChatGPT apply to accounting workflows.
• Identify everyday tasks that can be streamlined using AI to save time and reduce manual effort.
• Apply AI-generated prompts to write professional emails, proposals, SOPs, and job descriptions.
• Explore how AI can support client communication, pricing strategies, and operational efficiency.
• Develop basic AI-enabled systems to reduce burnout and improve work-life balance.
• Gain confidence to begin using ChatGPT in a practical, low-risk way—even without a technical background.

Who is the Target Audience?

This course is designed for accounting professionals working independently or within small teams who are seeking practical, non-technical ways to increase efficiency and reduce manual workload using AI tools.

Ideal participants include:

• Solo practitioners and small-firm accountants looking to streamline operations
• Bookkeepers managing multiple clients and administrative tasks
• Practice owners seeking to grow or future-proof their firms with technology
• Financial consultants and outsourced CFOs want to enhance client service using AI
• Part-time or remote accountants building or managing independent practices
• Early-stage accounting firms with 1–5 staff aiming to improve workflows without added overhead

Relevant for members of:

• AAT
• ACCA
• ICAEW
• CPA bodies
• Bookkeeper Associations and networks

Basic Knowledge:

• Basic to intermediate knowledge of accounting principles and common workflows
• Familiarity with day-to-day tasks in solo or small accounting firms
• No prior experience with AI or ChatGPT is required; this course is designed for non-technical users
• Access to a computer or device with internet connectivity to engage with AI tools during and after the session