Course curriculum

    1. Getting Started with AI in Your Bookkeeping Practice

    2. Confirmation

    3. Data security and AI

    4. Setting up Chat GPT and Claude

    5. Perplexity, Gemini and Copilot

    6. Speech Mode - Chat GPT / Claude / Wispr / Notebook LM

    7. AI Tool Comparison for Bookkeepers (UK, October 2025)

    8. AI Prompt Engineering

    9. The 7-Step Prompt Framework

    10. Building a Custom GPT

    11. ROI Calcuator: How much time with AI save me?

    12. AI Policies and Contracts (Professional Advice Required)

    1. Building Your Personal Prompt Library

    2. 113 Copy and Paste Prompts for Bookkeeping Businesses

    3. Live Demo - Fast Month End Summaries with AI

    4. Using AI to Spot Trends

    5. AI Powered Advisory and Creating Management Reports Clients Actually Read

    6. Building Client FAQ Documents with AI

    1. IFTTT Basics

    2. Zapier Basics

    3. Connect Zapier to Open AI via an API Key

    4. Use RSS Feeds to get Website Updates

    1. Never Run Out of Social Content

    2. Preparing a Personal Research Document

    3. Creating a Professional Voice Guide with AI

    1. Build a ChatBot with Zapier

    2. Creating Training Materials for Clients

    3. AI Video Resources

    1. Completing and Submitting your AI Strategy

About this course

  • Free
  • 29 lessons
  • 6.5 hours of video content