AI Accounting Transformation

Curriculum

3 Days • 4 Modules • 19 Lessons

📚 Module 1: Myths, Mindset & Foundations

6 Lessons

Lesson 1.1: Bust the top myths about AI in accounting

Lesson 1.2: Make the AI mindset shift — from hesitation to confidence

Lesson 1.3: See how AI already supports accountants in daily work

Lesson 1.4: LLMs — Your AI On-Ramp

Lesson 1.5: Foundations of AI + the essential Lesson 1.5: Foundations of AI + the essential

Lesson 1.6: Ethics, security & professional

🛠️ Module 2: Myths, Mindset & Foundations

5 Lessons

Lesson 2.1: Explore categories of AI tools for accounting professionals.

Lesson 2.2: Practical AI applications in your firm (emails, variance reports, onboarding).

Lesson 2.3: Automating accounting workflows.

Lesson 2.4: Tool integration and selection

Lesson 2.5: Overcoming overwhelm and building confidence with hands-on practice.

🎯 Module 3: Finding AI Opportunities

6 Lessons

Lesson 3.1: Spot AI opportunities inside your firm

Lesson 3.2: Avoid common prompting mistakes

Lesson 3.3: Write prompts that deliver the right results

Lesson 3.4: Use AI to create client-ready financial summaries

Lesson 3.5: Practice effective prompts & apply them directly to workflows

Lesson 3.6: Testing and iterating your AI workflows

⚡ Module 4: Quick Wins & ROI

2 Lessons + Bonus

Lesson 4.1: AI Quick Wins for Accounting Firms

Lesson 4.2: Pinpoint the highest-value opportunities in your firm

Bonus Lab: Prompt Like a Pro (optional fast-win workshop)

🚀 Module 5: Scaling Your Firm with AI

5 Lessons

Lesson 5.1: Implementing AI Tools into Daily Workflows

Lesson 5.2: Workflow Automation That Sticks

Lesson 5.3: AI-Driven Client Services

Lesson 5.4: Measuring ROI from AI

Lesson 5.5: Scaling Your Firm & Team with AI

📊 Complete Learning Path

  • 19 comprehensive lessons

  • Hands-on practical exercises

  • Ready-to-use templates and workflows

  • Live Q&A and peer collaboration