AI for Accountants and Tax Professionals

Sobre el libro

A Practical, Technical and Ethical Guide for CPAs, Bookkeepers and Tax Preparers. A practical guide written for CPAs, enrolled agents, bookkeepers and tax preparers in the United States. With examples, prompts, boxes and checklists it covers: AI and the Accounting Profession; How the Technology Works; Document Intake and Data Extraction; Bookkeeping, Reconciliation and the Close; Tax Research and Preparation; Audit Analytics and Fraud Detection; Advisory: Forecasting and Cash Flow; Confidentiality, Consent and Data Security; Building the Firm's AI Stack; and closes with a concrete plan. Includes a prompt library, glossary, verified references for every chapter and a full bibliography. By Alberto Zaltzberg (www.az-emarketing.com). Educational material; not professional advice.

Lo que aprenderá

• Document Intake and Data Extraction
• Bookkeeping, Reconciliation and the Close
• Tax Research and Preparation
• Audit Analytics and Fraud Detection
• Advisory: Forecasting and Cash Flow
• Confidentiality, Consent and Data Security

Sobre el autor

Alberto Zaltzberg es broker de real estate en Florida y autor de cientos de guías sobre bienes raíces, inversión, negocios y tradición judía. Escribe libros prácticos y directos para ayudar a tomar mejores decisiones.

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