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ChatGPT For Accountants: Practical Wins in 60 Minutes (Safe+Repeatable Workflows)
In this exclusive Be Insightful webinar, Jan Haugo of SmartAccountant.ai walks you through practical, real-world ways to use ChatGPT and AI tools inside your accounting firm. No hype. No theory. Just workflows you can actually use starting Monday. You’ll learn where AI fits in the accounting process (and where it absolutely does not), how to protect client data using a simple red-yellow-green safety framework, and how to sanitize financial reports before using AI. Jan also breaks down a proven prompting structure so you get consistent, usable outputs instead of generic AI responses. This session includes live builds showing how to: • Create pre-QC checklists and SOPs to reduce reviewer rework • Turn messy internal notes into structured workflows • Cut client email time using repeatable response templates • Build a prompt library your whole team can reuse\ Member Resources Included: ✔ Webinar recording access ✔ Slide deck (available here) ✔ Prompt library templates ✔ SOP builder toolkit ✔ Client email prompt pack This training is part of your Be Insightful membership and is designed to help you work faster, stay compliant, and implement AI safely without adding complexity to your firm.
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