007 AI Agents

007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.

0.5
CPE

Mission AI: The Rise of Tax Pros

Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..

0.5
CPE
AI Risks Every Firm Should Know

AI Risks Every Firm Should Know

Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.

0.5
CPE
Stories Power Brands

Stories Power Brands

Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.

0.5
CPE
Compliant, AI-Enabled, or Actually Secure?

Compliant, AI-Enabled, or Actually Secure?

Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.

0.5
CPE
Client Onboarding: From Kickoff to Close

Client Onboarding: From Kickoff to Close

A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.

0.5
CPE
Inside Digits: Reimagining Finance With AI

Inside Digits: Reimagining Finance With AI

Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.

0.5
CPE
The Holy Grail of Tax Operations

The Holy Grail of Tax Operations

Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.

0.5
CPE
Choosing between Automation and AI

Choosing between Automation and AI

Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.

0.5
CPE
How To Prompt Like A Pro

How To Prompt Like A Pro

RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.

0.5
CPE
Visualize Like a Boss

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

0.5
CPE