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..
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AI Skills for Auditors
Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
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The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
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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.
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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.
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Choosing between Automation and AI
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
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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.
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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.
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Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
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From Decks to Impact
Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
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The Credit That Fades Without Evidence
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
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