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ChatGPT and SOP Theory for Accounting Workflows (Video) (Course Id 2820)

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Author:

Jeffrey Paul Borschowa, Author, Educator

Course Length:

Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5

CPE Credits:

1.0

IRS Credits:

0

Price:

$14.95

Passing Score:

70%

Course Type:

Video
ChatGPT and SOP Theory for Accounting Workflows (Video) - CPE course for CPAs

Technical Designation:

Technical

Field Of Study:

Specialized Knowledge

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course introduces the core concepts behind using ChatGPT to create and delegate standard operating procedures using the Eliminate, Automate, Delegate framework.

  • Introduces the Eliminate, Automate, Delegate framework as applied to creating and delegating standard operating procedures.
  • Explains how ChatGPT can be used to document repetitive processes and support workflow consistency.
  • Focuses on process clarity and task breakdown to support delegation of accounting tasks.
  • Worth 1.0 CPE credit in Specialized Knowledge as a self study video course on ChatGPT and SOP theory, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The ChatGPT and SOP Theory for Accounting Workflows course introduces the Eliminate Automate Delegate framework as a foundation for using ChatGPT in SOP creation.

This course explains how repetitive accounting tasks can be represented as prompt based workflows.

This course identifies the stages involved in documenting SOPs with ChatGPT support.

In Specialized Knowledge, this Technical, self study video course is worth 1.0 CPE credit, requiring a 5 question final exam and 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

This self-study course introduces accounting professionals to the core concepts behind using ChatGPT in the creation and delegation of standard operating procedures (SOPs). The course explains how generative AI can be incorporated into existing accounting workflows, with a focus on process clarity, task breakdown, and delegation support. Learners are introduced to the Eliminate, Automate, Delegate (EAD) framework and examine how ChatGPT can be used to document repetitive processes, support workflow consistency, and assist with basic automation concepts commonly used in accounting environments.

Usage Rank:

33333

Release:

2026

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

18-Apr-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

ChatGPT and SOP Theory for Accounting Workflows (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

By the end of this course, participants will be able to:
    1. Describe the purpose of using ChatGPT in the documentation and delegation of accounting workflows
    2. Identify the components of the Eliminate, Automate, Delegate (EAD) framework
    3. Recognize the stages involved in documenting SOPs with ChatGPT support
    4. Explain how repetitive accounting tasks can be represented as prompt-based workflows
    5. Describe the role of basic automation tools in reducing manual workflow steps

Course Contents:

Chapter 1 - ChatGPT and SOP Theory for Accounting Workflows

 

Chapter 1 Review Questions

Click to go to: Artificial Intelligence (AI) CPE Courses for CPAs | CPEthink
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