Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of how accountants can use Google’s NotebookLM as a powerful AI-driven research and analysis assistant to transform everyday accounting workflows. The course demonstrates how NotebookLM creates a “closed garden” of trusted sources where accountants can upload documents and interact with them through AI-guided analysis, summaries, and insight generation. Participants will explore practical, real-world scenarios showing how the tool can support tax research, financial statement analysis, client onboarding, webinar knowledge extraction, and audit forensics. The emphasis is on professional judgment, verification discipline, and responsible AI usage in accounting environments. Through step-by-step demonstrations and repeatable workflows, learners will see how AI can dramatically accelerate research, surface hidden patterns, and convert complex document sets into actionable insights—while maintaining the verification standards required of CPAs and financial professionals.
Topics Covered:
- NotebookLM fundamentals and the “closed-source research” model.
- Building AI research notebooks using trusted documents and sources.
- Cross-border tax research using IRS and CRA guidance.
- Distilling long technical webinars into actionable insights.
- Multi-year financial statement and risk factor analysis.
- Client discovery and onboarding using unstructured document sets.
- Journal entry forensic analysis and fraud-pattern detection.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Explain how NotebookLM differs from general AI chatbots for professional research.
- Construct a source-grounded AI notebook using financial and regulatory documents.
- Analyze financial statements and disclosures across multiple reporting periods.
- Evaluate accounting workflows where AI can improve speed and insight generation.
- Detect unusual patterns and risk indicators within accounting data sets.
- Apply citation verification techniques to validate AI-generated outputs.
- Design repeatable AI-assisted workflows for accounting research and audit analysis.
Who Will Benefit
This course will benefit CPAs, accountants, auditors, and finance professionals who want practical methods for using AI research assistants to analyze documents, streamline investigations, and extract insights from complex financial information.
Prerequisite(s)
- Participants should have a basic understanding of accounting concepts and familiarity with financial documents such as tax guidance, financial statements, or general ledger reports.
- Free tier access is sufficient to complete this course. Paid tier access is optional but recommended for learners who want hands-on access to the enterprise and advanced features demonstrated in the course.
How to Access the Course
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Garrett Wasny, MA, CMC, CITP/FITP, is an award-winning Internet analyst, professional development technologist and former Price Waterhouse management consultant. He's authored three books, published 100+ articles and delivered more than 1,000 seminars and webinars on Internet search to accounting organizations worldwide. Full disclosure: Garrett is an independent practitioner who provides objective information and is not affiliated with any vendor.