ChatGPT for CPAs

This fast-paced session shows you how to:

  • Securely connect ChatGPT to the cloud platforms where your firm’s knowledge already lives, so you can query years of emails, files, and workpapers in seconds.
  • Leverage Projects to keep every client engagement in its own “AI workroom,” complete with reference documents, custom instructions, and an audit-friendly history.
  • Harness Historical Chat Search and Internal Memory to surface prior answers instantly.
  • Apply these capabilities to real-world workflows such as automating client onboarding, drafting engagement letters, summarizing regulatory changes, and building reusable prompt libraries—all while maintaining confidentiality and professional standards.
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    Hector Garcia

    Principal Accountant and QuickBooks Trainer

About the webinar

As part of his longstanding ChatGPT webinar series on CPAacademy.org, Hector Garcia will provide updates on the latest ChatGPT features that accounting firms can benefit from, including new integrations with third-party apps (including Google Workspace, Dropbox, Sharepoint, and more) to create high levels of internal context. This webinar will also cover other contextual tools such as Historical Chat Search, Internal Memory, and the new Projects feature for creating self-contained, context-based chats.

Meet the speakers

  • hectorgarcia_cpa

    Hector Garcia

    Principal Accountant and QuickBooks Trainer

    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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See Practice Intelligence in action

In your demo, we’ll show how Qount ties together the work, client communication, documents, and billing. You’ll see exactly how firms spot blocked steps, capacity pressure, scope drift, and billing gaps earlier, and why that translates into higher realization, better utilization, and margin recovery.