L3
Information TechnologyL3A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
FinanceDanetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
- L2
Information TechnologyL2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
- L2
Information TechnologyL2Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
- L1
Information TechnologyL1The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
- L3
Information TechnologyL3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
- L1
Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
- L2
AccountingL2Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
- L3
AccountingL3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
- L3
Information TechnologyL3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.