October 23, 2025


Webinar


1 CPE

Leveraging Marketing Automation for Accounting Firm Growth

October 23, 2025
Webinar
1 CPE

Leveraging Marketing Automation for Accounting Firm Growth

  • Instructor

    Gaynor
    Hardy(Meilke)

Learning Objectives

After attending this presentation, you will be able to...

  • Evaluate the differences between traditional search engine research and AI-driven accounting research
  • Apply effective prompt engineering techniques to optimize AI interactions for accounting queries
  • Analyze the capabilities and limitations of various AI platforms for specific accounting tasks
  • Create specialized AI personas to enhance the quality and relevance of financial research insights
  • Implement AI tools to automate routine research tasks and regulatory monitoring
  • Assess the ethical implications and limitations of AI-generated accounting insights
  • Develop strategies to verify and validate AI-produced financial information
  • Integrate AI research tools into professional accounting workflows
  • Demonstrate how AI can enhance, rather than replace, professional accounting judgment
  • Evaluate emerging trends in AI-driven tax compliance and regulatory responses

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

CPE Credits Available

1 CPE
1
Communications and Marketing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Management

Advanced Preparation

None

Intended Audience

Firm leaders and marketing specialists working in accounting firms.

Provider

CPA Crossings, LLC

Register For This Event

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  • ASCPA Non-Member

    $ 105 105
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