Stop fearing the machine and start mastering it: 130 FAQs and 30 essential prompts to transform your practice today.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of the most common and practical questions accountants ask about Artificial Intelligence and how it is transforming modern accounting practice. Using a structured FAQ format, participants will explore over 100 real-world scenarios explaining how AI works, where it fits in accounting workflows, and how professionals can adopt it responsibly.
The course covers foundational concepts, day-to-day applications such as bookkeeping automation and tax research, and critical governance issues including data privacy, AI hallucinations, and professional liability. Participants will also examine how AI can assist with audit procedures, financial analysis, client communications, and firm-level strategy. Special emphasis is placed on maintaining professional judgment, ethical responsibility, and regulatory compliance while integrating AI tools into accounting engagements. The course concludes with practical prompts and implementation strategies that help accountants experiment safely and begin using AI immediately in their own firms.
Topics Covered:
Fundamentals of Artificial Intelligence in accounting
Practical day-to-day AI applications in accounting workflows
AI-assisted tax research, bookkeeping, and audit procedures
Risks, hallucinations, and ethical considerations in AI use
Client communication and transparency when using AI
Prompting techniques and AI training for accounting staff
Strategic adoption, governance, and regulatory compliance
Target Audience:
This course benefits CPAs, accountants, auditors, tax professionals, and firm leaders who want a practical, plain-English understanding of how AI is reshaping accounting work and how to use it safely and effectively.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
