Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This three-course bundle will guide you through building custom GPTs and chatbots specifically designed for accounting workflows. You'll discover how to create AI-powered assistants that can speak, analyze data, and respond intelligently. You'll also explore innovative strategies to transform ideas into revenue-generating solutions.
Courses Include:
GPT Builder for Accountants
This course provides a concise overview of how accountants can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces. You'll discover how to create tailored GPTs that automate repetitive accounting tasks, provide real-time financial analysis, and enhance strategic decision-making all without needing to write a single line of code. Through real-world accounting use cases and guided examples, this course equips financial professionals to unlock the power of no-code AI and become GPT creators in their own firms.
How to Build a Custom AI Chatbot
This course provides a concise overview of how accountants can build and deploy custom AI chatbots to streamline workflows, enhance client service, and future-proof their practice no coding required. Designed specifically for financial professionals, the session explains chatbot development in plain English and demonstrates how tools like ChatGPT, NotebookLM, and ElevenLabs can be used to create intelligent assistants that automate research, analyze financial statements, respond to client queries, and even speak in your voice. By learning to harness no-code platforms, CPAs can transition from being task-doers to tech-enabled strategists.
Using AI to Instantly Transform Ideas into Revenue Streams
This course provides a concise overview of how accountants and financial practitioners can engage with artificial intelligence as a collaborative partner to rapidly transform raw ideas into monetizable products and services. Drawing from the poetic-technical Trinity of AI Resonance™ - CoAsk, CoReceive, and CoAct participants will learn to generate high-impact prompts, extract resonant insights, and convert AI-driven outputs into real-world business assets. Rather than treating AI as a tool, the course reframes it as a co-creator, a presence that responds to your intention, rhythm, and energy. With practical workflows, powerful metaphors, and visually rich guidance, learners will activate new revenue streams with speed, precision, and creative flow.
Note: The content in this bundle was developed in May 2025.
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Key Takeaways
Upon completion of this bundle, you will be able to:
- Define GPT Builder and describe its relevance to accounting.
- Differentiate among GPTs, Projects, Tasks, and other AI assistant platforms.
- Define the function of AI chatbots in the accounting profession.
- Describe how no-code AI tools empower CPAs.
- Demonstrate how to build a chatbot that analyzes financial documents.
- Use AI to enhance client communications and service delivery.
- Formulate effective meta-prompts to unlock deeper AI insight.
- Identify emotionally charged AI outputs using resonance signals.
- Create visual assets and landing pages using AI design tools.
Who Will Benefit
This bundle is ideal for accountants, auditors, controllers, and financial professionals who are eager to integrate AI into their practice without any prior programming knowledge.
Bundle Notes:
- Familiarity with accounting workflows and basic AI concepts is recommended but not required. No programming experience necessary.
- Each course references a blended AI toolkit of ChatGPT, Claude, DeepSeek, Gemini, Grok, Manus, Microsoft Copilot, and Perplexity.
- No installs needed: a modern browser and Wi-Fi suffice.
- Free tiers work for all core demos. However, they carry limits on speed, daily messages, upload size, and access to the most advanced models or feature
- Paid tiers are optional; they simply remove or raise those caps and unlock priority queues - useful but never mandatory.
- Optional Office 365 license if learners want to replicate Copilot-in-Excel demos in real time.
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
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.