This webinar will cover how to utilize AI-based tools and Large Language Models (LLMs) to automate tasks ranging from creating financial summaries to client outreach and information gathering. Attendees will discover how to streamline accounting workflows and boost productivity with the power of AI. This course explores practical applications of tools like ChatGPT, Claude, and Google Gemini to trigger automations for everyday accounting and firm operation tasks.
Learning Objectives:
- Demonstrate how to generate detailed financial summaries
- Evaluate how to automate repetitive tasks like transaction categorization and reconciliation
- Identify how to simplify client communication and document preparation with AI-based tools
- Recognize how to give clients detailed instructions to intricate questions with AI-based assistance
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
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