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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 |
Technical Designation: |
Technical |
Field Of Study: |
Specialized Knowledge |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This self study course explains how custom ChatGPT configurations can be used to support repeatable accounting workflows.
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Frequently Asked Questions: |
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Description: |
This self-study course explains how custom ChatGPT configurations can be used to support repeatable accounting workflows. The course focuses on identifying a specific use case, outlining task steps, and configuring a single-purpose GPT to handle consistent, recurring work. Learners review concepts related to workflow bottlenecks, quality checks, and documentation practices used when integrating custom GPTs into day-to-day accounting activities. |
Usage Rank: |
10000 |
Release: |
2026 |
Version: |
1.0 |
Prerequisites: |
Familiarity with ChatGPT or prompt engineering basics. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (Course Id 2196)
Internal: Leveraging AI in Accounting Practice (Video) (Course Id 2655)
External: Artificial Intelligence Auditing Framework - The Institute of Internal Auditors (IIA)
External: What Is ChatGPT, and How Does It Make Money?
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
22-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: |
Custom ChatGPT Workflows for Accounting Tasks (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives By the end of this course, participants will be able to:
2. Identify workflow bottlenecks that may be addressed with generative AI support 3. Describe the steps involved in configuring and testing a custom ChatGPT for a defined task 4. Recognize methods used to review output quality and consistency 5. Explain the role of documentation in maintaining repeatable ChatGPT-supported workflows |
Course Contents: |
Chapter 1 - Custom ChatGPT Workflows for Accounting Tasks Chapter 1 Review Questions |
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