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Course Details

Using ChatGPT for Consistent Accounting Workflows (Video) (Course Id 2815)

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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
Using ChatGPT for Consistent 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 explains how accountants transition from occasional ChatGPT use to consistent, repeatable workflows through prompt refinement and documentation.

  • Explains how accountants move from occasional ChatGPT use to more consistent, repeatable application in daily work.
  • Covers how prompts are refined over time and structured as ongoing dialogue rather than one off requests.
  • Teaches how workflows are documented for reuse to improve reliability of ChatGPT outputs.
  • Worth 1.0 CPE credit in Specialized Knowledge as a self study video course on consistent ChatGPT workflows, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Using ChatGPT for Consistent Accounting Workflows course describes the transition from occasional ChatGPT use to consistent, repeatable application in daily work.

This course explains how iterative prompt refinement is commonly used to improve ChatGPT output over time.

This course explains how AI supported workflows are typically documented for reuse and collaboration among team members.

This Technical, self study video course carries 1.0 CPE credit in Specialized Knowledge and requires a 70% score on a 5 question final exam after 3 review questions (optional). 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 course explains how accountants commonly move from occasional ChatGPT use to more consistent, repeatable application in daily work. It focuses on understanding how prompts are refined over time, how interactions with ChatGPT can be structured as ongoing dialogue, and how workflows are documented for reuse.

The content introduces examples of prompt refinement techniques and structured prompting approaches that are used to improve reliability and consistency. It also discusses how professionals identify recurring tasks and document AI-supported processes so they can be repeated or shared.

This course is intended to clarify how regular ChatGPT use is typically organized in practice, without requiring adoption targets, performance claims, or changes beyond understanding common approaches.

Usage Rank:

23333

Release:

2026

Version:

1.0

Prerequisites:

ellow Belt or equivalent experience.

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:

14-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:

Using ChatGPT for Consistent Accounting Workflows (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

By the end of this course, learners will be able to:
    1. Describe how iterative prompt refinement is commonly used to improve ChatGPT output.
    2. Identify structured prompt components that support consistent AI interactions.
    3. Recognize how recurring accounting tasks are selected for repeated ChatGPT use.
    4. Explain how AI-supported workflows are typically documented for reuse and collaboration.

Course Contents:

Chapter 1 - Using ChatGPT for Consistent Accounting Workflows

 

Chapter 1 Review Questions

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