This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Identify the basics of ChatGPT and artificial intelligence chatbot technologies
- Use ChatGPT to automate tasks and improve efficiency in the accounting profession
- Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
- Supply real-time support to clients using ChatGPT
- Generate financial reports using ChatGPT
- Use ChatGPT to automate tax return preparation and financial planning
- Deliver guidance on financial decision making using ChatGPT
Major Topics
The major topics that will be covered in this class include:
- Money laundering overview
- Role of tax examiners and auditors
- Tax return examination
- Pre-audit indicators
- Audit flags
- Real estate issues
- Cash indicators
- International trade signals
- Loan considerations
- Professional service provider concerns
- Money laundering and ethics
