About the Training Event

Artificial intelligence tools are rapidly reshaping how accounting and bookkeeping professionals work, but the quality of AI output depends heavily on the quality of the prompt. In this fast-paced, practical webinar, one of the accounting profession's leading technology educators guides participants through six high-impact prompting strategies tailored to accounting and bookkeeping workflows. Each prompt is demonstrated live, with real-world use cases drawn from client communication, financial analysis, workflow automation, and advisory services. Participants will leave with immediately applicable techniques to improve the accuracy, relevance, and professional quality of AI-generated content in their practice. 

By the end of this webinar, participants will be able to:

  • Construct effective AI prompts using structured techniques, including role framing, context-setting, and output specification to produce accurate, professionally appropriate responses for accounting and bookkeeping tasks.
  • Apply prompting strategies to common accounting workflows, including client-facing communication, financial data interpretation, and documentation, to improve efficiency and output quality.
  • Evaluate AI-generated content for accuracy, professional tone, and relevance to specific client or firm contexts, and identify when and how to refine prompts to improve results.
  • Differentiate among prompting approaches and select the appropriate method based on the complexity of the accounting or bookkeeping task at hand.