NotebookLM - The Essential AI Tool for Accountants (Video) (Course Id 2736)

• Who is this course for? 
  This course is designed for accounting professionals and anyone needing Continuing Professional Education (CPE) who want an introductory, practical understanding of using NotebookLM in professional accounting work.

• What is this course about or what problem does this course solve?
  This course provides a structured introduction to using NotebookLM to manage sources, reduce AI hallucinations through retrieval-based workflows, and produce reliable research, reports, and other professional outputs in accounting contexts.

• How can the knowledge from this course be used?
  The knowledge can be used to build and manage NotebookLM knowledge bases, generate structured reports, visual assets, data tables, and learning content, and support tax, advisory, research, training, and client communication workflows.

• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants use AI responsibly and accurately, maintain confidentiality, apply professional judgement, and integrate AI tools like NotebookLM into day-to-day accounting practice.

• When is this course relevant or timely?
  This course is timely as of its 2025 release, reflecting current and emerging use of AI tools in accounting and the growing need for controlled, privacy-conscious, and reliable AI workflows.

• How is a course like this consumed or used?
  This course is consumed as a QAS self-study video and text-based course, completed online at the participant’s own pace, with review questions and a final exam to earn CPE credit.

This self-study course provides accounting professionals with a structured, practical introduction to using NotebookLM in day-to-day practice. Participants learn how to set up notebooks, manage and curate sources, reduce AI hallucinations through retrieval-based workflows, and generate reliable outputs such as research, reports, data tables, visual assets, and learning content. Emphasis is placed on accuracy, confidentiality, professional judgement, and responsible AI use in accounting contexts. 

Video - NASBA QAS - Text - NASBA Registry - 2736

Course Learning Objectives

1. Evaluate how Notebook LM functions as a retrieval-augmented knowledge system to reduce AI hallucinations while maintaining data privacy and source traceability in professional accounting research.
2. Build a structured Notebook LM knowledge base by importing, organising, and validating multiple source types to support reliable tax, advisory, and research workflows.
3. Produce audio and video overviews from curated source material to support alternative learning formats, internal training, and client-facing explanations of complex accounting topics.
4. Generate structured reports, mind maps, and draft written content from an accounting knowledge base to support learning, planning, and content development initiatives.
5. Create professional infographics and slide decks from trusted accounting sources using structured prompts and brand guidelines for training, marketing, or presentation purposes.
6. Transform unstructured financial documents into structured data tables and exportable spreadsheets to support expense analysis, validation, and downstream accounting system integration.
7. Implement best-practice controls for privacy, sharing, and workflow management within Notebook LM to safeguard confidential information and scale AI use across accounting projects.

Chapter 1 - NotebookLM - The Essential AI Tool for Accountants

Chapter 1 Review Questions