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

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly accounting professionals interested in integrating AI into their workflows.
• What is this course about or what problem does this course solve?
  This course introduces the use of ChatGPT in creating and managing standard operating procedures (SOPs), helping accountants improve workflow clarity, streamline repetitive tasks, and support delegation through the Eliminate, Automate, Delegate (EAD) framework.
• Where can the knowledge from this course be used?
  The knowledge can be applied within accounting environments to document processes, standardize workflows, and incorporate basic automation into daily operational tasks.
• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants enhance efficiency and consistency in their workflows by leveraging generative AI to document, automate, and delegate routine accounting processes.
• When is this course relevant or timely?
  This course is especially relevant in 2026 and beyond as generative AI tools like ChatGPT are increasingly being adopted in accounting practices to modernize and optimize workflows.
• How is a course like this consumed or used?
  This is a self-study video course that participants complete independently, followed by a final exam requiring a minimum score of 70% to earn CPE credit.

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.

Video - NASBA QAS - NASBA Registry - 2820

Course Learning Objectives

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

Chapter 1 - ChatGPT and SOP Theory for Accounting Workflows

Chapter 1 Review Questions