AI for Accountants: From Hype to Hands-On Use Cases
Agenda
Join Ace Cloud Hosting for a hands-on AI masterclass, “AI for Accountants: From Hype to Hands-On Use Cases.”
Jan Haugo (Founder, SmartAccountant.ai, Co-Wrote the AI Certification curriculum for Intuit, and Accounting Process Transformation & AI Strategy expert) joins Seth Fineberg (Founder, Accountants Forward) for an interactive Q&A-style webinar focused on practical AI adoption for accountants, tax professionals, and bookkeepers.
Through live demonstrations and real-world examples, Jan will showcase AI workflows she has built and how accounting professionals can start applying AI in their daily work.
What the session will cover:
- How accountants, tax professionals, and bookkeepers can move from AI curiosity to practical implementation
- Live demonstrations of AI workflows, custom AI bots built for accounting use cases
- How to approach AI adoption while maintaining data security, accuracy, control, and professional judgment
- Why having a dedicated cloud workspace is essential to ensure your data remains private and secure when using AI bots and agentic AI.
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Guides and Prompt Packs to Help You Start Winning with AI Today
Bookkeeper Buddy
Bookkeeper Buddy is not a tool that gives your junior staff the answer. It's a tool that asks the next question, the way a good senior would if they had unlimited patience and unlimited time. The staff member still does the thinking. The GPT just makes sure they think about the right things, in the right order, every single time.
Create Your Bookkeeping Buddy Sell Smarter with RCRQ
RCRQ (Role, Context, Request, Question) fixes this by turning AI into a sales prep partner instead of a content generator. The five prompts below cover the five moments in a sales cycle where accountants lose the most time or the most engagements: research, objections, follow- up, referrals, and pricing.
Meet Speakers
Jan Haugo
Founder, SmartAccountant.ai
Jan Haugo is the Founder of SmartAccountant.ai and an accounting professional with more than 20 years of hands-on experience in accounting operations and firm management.
Today, her work focuses on helping accounting professionals redesign processes, build practical AI-supported workflows, and apply AI to the way accounting firms operate day-to-day.
Jan also co-developed Intuit’s AI Certification curriculum for accounting professionals. She has been recognized as one of CPA Practice Advisor’s Most Powerful Women in Accounting and was named among Ignition’s Top 50 Women in Accounting.
Seth Fineberg
Founder, Accountants Forward
Seth is the founder of Accountants Forward. With over 30 years of experience in the accounting profession, he has witnessed firsthand how firms are evolving their services to remain relevant and responsive to client needs.
Seth is a seasoned business journalist and experienced editor, passionate about researching and delivering valuable insights into what drives business success.