From Beginner to Advanced Prompting
Master AI communication to unlock maximum efficiency in your accounting practice. This session progresses from basic prompt construction to sophisticated techniques that deliver professional-grade results. Learn foundational principles, including clear instruction formatting and context setting, then advance to chain-of-thought prompting and role-based interactions. Discover how to craft prompts that comply with privacy laws and TASA obligations while maintaining client confidentiality. Explore real-world accounting examples for tax planning, compliance, and client communication. Whether you're new to AI or refining existing skills, you'll gain practical techniques to dramatically improve AI interactions, avoid common pitfalls, and develop systematic approaches that enhance both efficiency and professional standards.
- Understand AI’s Core Strength: Large Language Models (LLMs) excel at language, not math. Treat them as language tools and provide clear, structured prompts for best results.
- Context is Everything: Effective prompts require detailed context—role, task, reasoning, and output format. The more specific you are, the better the AI performs.
- AI as a Business Tool, Not a Threat: AI can reduce bottlenecks, empower staff, and improve client interactions when used within a secure framework and clear policies.
- Invest Time in Prompt Design: High-quality prompts take time to craft. Think of AI as a junior employee—give clear instructions, context, and stop conditions to avoid generic or inaccurate outputs.
-
FREEFREEViewThursday, November 6, 2025 · 10:30 a.m.
