Garrett Wasny, MA, CMC, CITP/FIBP is a digital skills advisor to CPAs worldwide and a former management consultant for Price Waterhouse. As an author, he's published three books, written hundreds of articles and columns on internet strategy for leading business publications, and developed 50+ NASBITE-accredited accounting courses. As a speaker, he’s delivered thousands of seminars and webinars to CPAs and accounting organizations over three decades on three continents.
Course Description:
Artificial Intelligence is no longer a curiosity—it’s an indispensable part of modern accounting and advisory work. ChatGPT for Accountants – 2025 Update delivers a deep, practical exploration of the newest ChatGPT capabilities, reimagined for audit, tax, and advisory professionals. This updated program moves beyond hype to show you exactly how to harness AI for secure, billable, and compliance-aligned workflows.
You’ll experience a guided tour of the entire ChatGPT “stack,” starting with selecting the right subscription tier for your practice, and moving through multimodal prompt engineering, collaborative workspaces, automation scheduling, and enterprise-grade security configurations. Each segment focuses on translating AI capabilities into real-world accounting use cases—turning ChatGPT from a novelty into a reliable “Swiss Army Knife” for your firm.
By the end of the session, you’ll have a rigorously validated playbook to embed ChatGPT into assurance and advisory engagements, streamline repetitive processes, and strengthen decisionmaking. You’ll also gain the strategic foresight to lead your stakeholders through the next wave of AI transformation—while safeguarding client trust and regulatory compliance
Key Topics Covered:
- Access & Signup Tiers: Compare Free, Plus, Pro, Team, and Enterprise plans
- Message Composer Mastery: Build accurate, multimodal prompts that reduce AI hallucinations
- Sidebar Workspace & Projects: Organize information for teams and clients
- Settings Dashboard & Automation: Configure tools, memory, and workflows for efficiency
- Security & Compliance Frameworks: Implement SOC 2, GDPR, and CCPA controls
- Scheduled Tasks & Custom GPTs: Automate recurring tasks and create tailored AI tools
- Executive Takeaways & Adoption Roadmap: Guide firm-wide AI adoption with confidence
Learning Objectives:
Participants will be able to:
- Differentiate between ChatGPT access tiers to match firm needs and budgets
- Design effective multimodal prompts for accurate, context-rich outputs
- Create organized libraries and custom GPTs for firm-specific workflows
- Configure memory, automation, and multi-factor authentication to meet policy requirements
- Assess ChatGPT’s compliance with SOC 2, GDPR, and CCPA for data protection
- Integrate AI outputs into client deliverables with full traceability
- Develop a phased AI adoption plan that balances innovation with governance
Target Audience:
CPAs, auditors, finance leaders, management consultants, and other professional service providers seeking secure, practice-ready AI integration for a competitive advantage.
Prerequisites:
A working knowledge of core accounting processes and spreadsheet tools is recommended.